Overview:
The video will walk users through the process of indexing an AP Invoice through the Accounts Payable Routing & Approval process. This video assumes we are not setup set up for intelligent capture or OCR capabilities.
Benefits:
- Indexing documents allows for dynamic folding, easy retrieval, and certain reports to be generated
- Index data feeds the Accounts Payable Routing and Approval process to determine which approval path to follow
Roles:
- AP Manager
Additional Content
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- Accounts Payable Routing and Approval Process > Indexing
Video:
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