sage insights 2015 electronic document management for sage erp x3 presenters:sarah acton-hughes...
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Sage Insights 2015Electronic Document Managementfor Sage ERP X3
Presenters: Sarah Acton-Hughes Richard King
www.WeAreV1.com
Introducing V1
► V1 is a global provider of business automation software that enables both public and private sector organisations to streamline their business processes.
► Our product suite includes solutions for document management, expenses management, electronic payments, professional services automation and learning and training management.
Strong Partnership with Sage and the Sage Channel
► Have been working with Sage and Sage business partners for over 20
years
► Currently 1,000+ Sage customers are using V1 Document Management
software
► Including 200+ Sage ERP X3 sites globally
► Working with 60+ Sage business partners + Op Co’s
► Tight integration with Sage 300, Sage 1000 and Sage ERP X3 (and
many other Sage products globally)
► First third-party product approved by Sage for the new Sage ERP X3
Certified Solution Programme
V1 Document Management Portfolio
Electronic Document Management (EDM)
AutomaticData Capture
DocumentAuthorisation
OutputManagement
V1 Purchase Invoice Automation
Electronic Document Management (EDM)
AutomaticData Capture
DocumentAuthorisation
OutputManagement
Scan paper invoices
Import PDF invoices
Read invoices with OCR
Route queries for approval
Update Sage
► Manual invoice data entry is expensive
► Paper approvals are protracted and time consuming
► AP spend a lot of time chasing approvers and sending copies
► Paper filing is labour-intensive and error prone
► AP bear the burden of managing this process
Purchase Invoices - Challenges
Typical Paper Based Process
Receive Distribute Register Approval Post File
Paper invoices
Emailed invoices
Invoices sharedin AP
Invoices printed
Invoice data entryinto invoice register
Invoicesphotocopied
Invoicesphysically sent
Approved, coded,and returned to AP
Transaction updatedin finance system
and postedfor payment
Invoices filedphysically
AP staff retrieveand re-file invoices
when required
Automated Solution Process
Receive Capture Recognise Match / Approve Archive Post
Paper invoices
Emailed invoices
Scan paperinvoices
Invoice dataautomaticallyrecognised
and validated
Invoices matchedto orders
or approved
Invoice imagesarchived
Invoices posted
Summary of Benefits Gained
Efficiency - Cost and time savings
Effectiveness - Streamline processes and provide better information
Employees – Improved working experience for end users
Information – Increased visibility of approval process and liabilities
► See us in the Exhibition Area
► Partner Agreement► Training► Demo Software► Collateral► Support► Webinar► Localisation assistance
http://WeAreV1.com
Next Steps