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Project Name: AP Smart
Category: ERP Solutions
Preview: Our US based partner required us to develop a web based invoice capture and management solution that will allow it to store and manage invoices online while automating part of its account payable department.
Description:

Challenge


Our US based clients required us to develop a web based invoice capture and management solution that will allow it to store and manage invoices online while automating part of its account payable department.

The challenge was to develop a web-based solution that works in coordination with another OCR application (AutoStore) developed by our partner, which we use to capture our client’s scanned invoices.

Objective


•    Classify and categorize different type of invoices.
•    Extract invoice data from the different type of invoices.
•    Provide a secure access to the client to manage their invoice approval process.
•    Provide a secure access to the client to search and view all invoices found in the database.
•    Provide a secure access to the client’s vendors to monitor the status of submitted invoices.
•    Provide report generation of statistical data to aid decision-making.

Solution


SICS provided a web-based solution "APSmart" that allows the customer to manage the digitally stored invoices using Microsoft Technology (Microsoft Silverlight and SQL Server, Crystal Reports) with the following features:
•    Safely classify PO (Purchase Order) and non-PO invoices eliminating the need to scan different category invoices separately.
•    Extract invoice data by reading the line item data from the invoice.
•    An interface to manage the different exceptions that may arise such as:
     o    Missing PO for PO invoices
     o    Missing Vendor
     o    Missing Approver for non-PO
     o    Missing Invoice Number
     o    Missing Invoice Date
     o    Missing Invoice Total
•    An interface to manage the Invoice Approval Workflow in special circumstances:
     o    Approval Workflow Mapping using Vendor Name or Invoice Amount
     o    Approval Workflow Escalation that allows the client to determine the cutting point for initial approvers and escalation process
     o    Approval Workflow to allow the client manage the assignment of multiple GL Codes (line items) on a single invoice to a single or multiple approvers
•    An interface to allow supervisors to perform day-to-day management on activities of invoices.
     o    Approval mapping to manage invoice processing and workflow
     o    User management interface that provides the supervisor with user management functionality
     o    Vendor user management
•    An interface to allow supervisors to manage paused invoices that are passed on by data entry clerks for further approval
•    An interface to provide different type of reporting


Result


SICS developed a web-based invoice management application using the latest technology that automates the client’s every aspect of their accounts payable processing.

Technology
•    Programming Language: ASP.Net with MS Silverlight application
•    Framework: .NET Framework
•    Database: Microsoft SQL Server 2010