AP Invoice Approval App

Summary

The AP Invoice Approval App (released with Foundation EP2) is a persona-based application that delivers critical decision-making tasks to individuals with invoice approval responsibilities in OnBase. Designed to responsively adapt to multiple devices, the app provides an intuitive experience to those that need to review, code and approve invoices. The AP Invoice Approval App increases access for employees, speeding payments and simplifying tasks to streamline the process. 

Benefits

• Speed up the payment process by delivering approval tasks to employees in an intuitive, accessible app supported on multiple platforms/devices
• Increase visibility into approval decisions with dashboards, process histories and commenting features
• Reduce process bottlenecks by increasing accessibility for management and allowing them to make decisions on their preferred device
• Improve communication between approvers with comment, note and annotation features

• Cater to various roles in an AP department, including managers, approvers and GL coders

• Eliminate common errors with easy-to-use tasks designed specifically for the approver role

Design

The AP Invoice Approval App offers an intuitive, responsive interface for individuals to approve or deny invoices as a part of an OnBase accounts payable automation solution. App users can review invoices, edit/enter line items (GL coding) and provide comments. The app also features a dashboard to view history, identify bottlenecks and improve process efficiency.

Applications

• Invoice Approvers: Instead of spending time searching disparate systems or file folders, users have an intuitive viewer to review and work with their invoices. Invoices in question are provided alongside approval tasks, GL coding and commenting features, simplifying the process for approvers. This easy, single‑click access to content not only saves time—it also reduces training requirements and user error. 
• AP Employees: Accounting staff will benefit from seeing dashboard views of invoice history and current status of those in-process to identify issues before they occur. Invoices can be opened from the dashboard, providing immediate access to the content needed to make decisions about items currently under review.

Interface

Dashboard views provide a high-level perspective on the invoices in process (shown in a browser).

Users can review the document in question, view the invoice journey, enter/edit line items, add comments and make decisions about the invoice approval from an intuitive interface (shown in a browser).

The mobile experience gives approvers the ability to perform their work from their preferred device/platform!