Automation in every phase of processing

Receive & Scan

Easily handle batches of invoices.

No need to manually separate invoices — Esker enables scanned batches to be received as one file using automatic batch separator detection, new invoice start and end detection. For special handling, Esker's graphical interface allows you to tag different invoices in just a few mouse clicks.

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Extract

Reduce invoice processing time.

Leverage Esker’s data analysis tools to minimize human intervention, increase processing speed, and provide better accuracy and security to invoice settlements. More efficient resource management means processing all received invoices without manual-related delays to take advantage of early payment discounts.

Get invoices in and out faster and more accurately.

Working hand-in-hand with integrated character recognition technology (OCR, ICR, bar code recognition) and cross-checking against your existing databases, the Esker data capture module decodes character sequences by relying on context-based recognition, key words, fuzzy search, number computation and automatic validation.

Capable of handling single or multi-page vendor invoices, the Esker module also features multi-language capabilities (full DBCS support) with the capability of reading and processing over 120 languages (e.g., Chinese, Japanese, Korean, Russian, etc.).

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Verify & Manage

Expedite non-PO invoice verification

Using coding templates, AP staff can quickly process non-PO invoices. While verifying invoices, AP specialists can conveniently save current coding as a template, which can be used to process future invoices. The use of the coding template removes the need for users to manually split an invoice across several GLs and/or cost centers, saving some valuable processing time.

Speed up the approval process.

Based on predefined criteria (e.g., invoice total, vendor name, etc.), the invoice is automatically sent to the appropriate workflow path. Following an email prompt, approvers can click on a link to an easy-to-use validation interface where invoices can quickly be approved, rejected or put on hold. Should an invoice be sitting on someone’s worklist for too long, an email reminder will be automatically sent to escalate the approval process.

Add documents on the fly.

At any step of the workflow, any given user has the option to add supporting documents for invoice validation or rejection — ideal for later referral or audit matters.

Seamlessly handle exceptions.

Using 3-way match verification, Esker automatically checks for the corresponding POs and good receipts when a PO-related invoice arrives. Should there be a quantity/price mismatch, the invoice is sent for review to the appropriate personnel to be handled quickly and correctly. Customers can take advantage of pre-configured processing and exceptions handling workflows. Modifying or setting up new workflows is easily done using Esker’s workflow designer. Administrators simply select triggering criteria and conditions, workflow steps and users involved, by selecting values in drop down lists.

Achieve completely “touchless” approval.

If desired, the solution can be set to process vendor invoices with no human intervention of any kind. When an invoice matches the vendor’s negotiated condition, the corresponding PO and good receipts, it is automatically managed and made ready for the next payment run.

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Integration

Unprecedented process visibility and efficiency.

Completely integrated with SAP, Microsoft Dynamics NAV and Oracle® JD Edwards™ EnterpriseOne and E-Business Suite solutions, Esker delivers greater efficiency and productivity across every phase of vendor invoice processing.

Vendor and invoice data are automatically synchronized to support full AP process automation. Purchase order (PO) and non-PO invoices are processed within a workflow. They are then automatically archived on a web portal and linked back into the ERP system where they are available for as long as needed.

Like many organizations looking to improve AP, integrating an automation solution within your ERP system can not only streamline every phase of AP operations, but also propel your business to the next level of maturity and modernization.

Integration benefits:

• ERP independent workflow suited to multi-ERP implementations
• Preconfigured solution based on best-practices
• Fast roll-out and deployment
• Tested and reliable integration
• Link to original document and processing information within the ERP system
• Complete invoice integration audit
• Increased value of current technology investments

Archive

Safely and securely store invoice copies.

Invoices can be safely stored using Esker infrastructure’s advanced login security policies. A backup of your archive is available and you can also request a digital media copy.

Easily access original invoices when needed.

Electronic copies of invoices are kept for as long as necessary and can be shared across departments directly from the Esker web application, putting an end to shuffling paper from one office to another. Electronic archiving allows invoices to be available at any time and accessible to all authorized personnel from any location for as long as needed.

To access the correct document, you only need to enter one or more search criteria in the Esker web interface. Using a multi-criteria search engine, your staff can select fields to help find the vendor invoice they need. By combining several fields (vendor name, invoice date, invoice currency), they can narrow the search.

If you regularly consult lists of vendor invoices, use predefined views available from the web interface. You can also easily create your own views in a few mouse clicks and make them available to others.

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