The process starts with OmniScan.

Start with a New Job in OmniScan (invoice.ini)

The Invoice and the Goods Received Note will be scanned and

appear here

Data Entry is done here with validations, Pull down list for Vendor Names and

Calendar for Date

Once all Invoices are entered, they are

exported to OmniDocs

Export to the Process is through OmniDocs

username and password.

An audit report is generated

for all exported Invoices

This is the Audit Report

1st User ‘Receiver’ logs in

to OmniDocs

‘Receiver’ clicks on OmniProcess to

start the AP Process

‘Receiver’ sees his queue and clicks on

pending Invoice

‘Receiver’ is taken to the viewer where he can see the

actual Invoice and index values. Receiver can also put annotations like comments

here.

‘Receiver’ clicks on Approved to send it to the Purchase Officer

2nd User ‘purchase’ logs in to OmniDocs

Purchase offices sees his pending invoices for

approval. He clicks on the item and goes to the

OmniDocs Viewer.

Purchase Office also approves it and sends it to the Approver/Buyer

3rd User ‘approver’ logs in to OmniDocs

Approver/Buyer is also presented with pending

Invoices. He clicks on them.

The Approver however sees a problem and

select ‘SendBack’ to send the Invoice back to the

Purchase Officer

Whenever the Purchase Officer logs in, he will see an Invoice in the

‘Exception’’ folder

Invoice has come back as an ‘Exception’. The

Purchase Officer clicks, on it

Purchase changes the value from 9000 to 8000

and Approves. The Invoice will go to finance.

The approver logs in again

and approves the Invoice the value of which was changed by

the Purchase Officer

4th User ‘finance’ logs in to the system

And finds pending Invoices for final approval

The finance user puts in a note and sends the Invoice to

the folder earmarked for Invoices cleared for payment.

He can also reject and Invoice. All Rejected Invoices

go into the ‘Reject’ folder

This is the OmniDocs repository of the Accounts Payable Process where Invoices are stored and

moved.

The Invoice in this demo is now present in FinalInvoices with the folder similar to the

vendor name.

Please contact for more details

patners@newgen.co.in