“I love manually indexing invoices and searching for documents,” said no AP specialist, ever

This is my ninth anniversary as an OnBase evangelist. That’s nine years of talking to customers who have OnBase, need OnBase, or are just searching for a better solution to an old problem.

Almost a decade later, I have found that the “old problem” is not going away and may be increasing. I’m talking about AP content, and in particular, invoice documents. In all of the customer conversations I’ve had over the years, no one has ever mentioned how much they love indexing invoices manually or searching for documents in file cabinets or network shares.

If you’re manually managing your AP content, you know how frustrating it can be to stay on top of the information that flows non-stop into your organization. Not to mention the risk involved — all it takes is one small setback and documents can stack up, resulting in late payments and questionable decisions.

Recently, we announced that Workday has certified the OnBase AP Automation for Workday integration. This is great news for customers looking to enhance their Workday Financial Management Solution with automated capture and supplier invoice management.

The solution includes the critical components for successful AP automation – capture, connection, and access. It also facilitates and automates invoice management, synchronizes data and documents between OnBase and Workday Financial Management, and provides one-click access to AP documents from Workday invoice screens.

Capture content efficiently to speed your payment processes

Invoices should be captured at the source, whether they are scanned or delivered electronically, for the most efficient — and secure — solution.

OnBase offers a range of products to automate capture no matter the source or file type. Then it automatically classifies the supplier invoice and extracts data to minimize any manual indexing or keying. Finally, built-in data lookups to Workday ensure that invoice data is complete, validated, and cleaned.

Connect your critical business systems

Connecting OnBase and Workday ensures that AP content and processes are in sync. Keeping both systems updated in real time is important to reassure your AP staff that they have accurate information about their transactions.

The interaction between OnBase and Workday Financial Management provides an important link to ensure that both content and data are up-to-date.

Allow your employees to access their AP content quickly and easily

Instead of spending time searching through file folders, users have an intuitive, web-based viewer to review and work with their documents as needed. Users can access AP content without leaving their familiar Workday Financial Management screens, navigating to the exact supplier invoice they need.

This easy, single-click access to content not only saves time – it also reduces training requirements and user error. It also lets users focus on higher-value tasks, instead of searching for information.

Talking to customers over the last nine years, no AP specialist ever told me, “I love manually indexing invoices and searching for documents.” Never gonna happen.

Are you ready to take your AP processes to the next level?

Carolyn Kane

Carolyn Kane

Carolyn Kane has been an OnBase product evangelist since 2009. With a background in digital communication and design, she specializes in integrations, electronic forms, signatures, and correspondence management. She shares... read more about: Carolyn Kane