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AP Routing: Indexing an Invoice

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 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

  • N/A

Location:

  • Accounts Payable Routing and Approval Process > Indexing

Video:

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