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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