Vendor invoices can be received in many forms. Email, fax, mail and portal web form submission are a few of the more popular methods. But what if you have employees within your organization receiving the invoices and you want to provide them with an automated process to submit the request electronically via a check request form?
DynamicPoint’s AP Automation solution EasyAP365 can easily streamline your accounts payable process with employee check request. A check request form can be configured to your specification using Microsoft PowerApps. We’ve included a sample below, but you can easily add your own fields, branding and workflow that are specific to your organization.
This request can be completed on a pc, tablet or mobile app and include a picture of the invoice that is to be reimbursed. From there, workflows can be applied to ensure the required authorizations are obtained.
Upon completion, the check request is dynamically created in the EasyAP365 invoice management dashboard, including such options as applying vendor templates, matching to purchase orders, automated approvals and lastly, invoice integration directly to your ERP application.
This feature is just another example of how DynamicPoint’s Office 365 based invoice automation solution can be expanded using the Microsoft Power Platform of products.
Typical use cases of check requests are as follows:
- Emergency Spending
- Utilities
- Event Management Vendors
- Maintenance, Repairs & Operational Expenses
- Office Supplies
- Taxes
Check Request Automation brings tremendous functionality and savings to AP:
- Eliminate duplicate data entry with online forms that include real-time queries for vendors and GL account validation from various ERP applications
- Enforce corporate spending policies on Non-PO Check Requests with configurable rules engine by expense type, department, company, etc.
- Ensure check requests are approved and paid in a timely manner with Outlook integration for ease of review and approval and seamless integration
- Route check request for approval based on customizable workflow to mirror corporate policies
LEARN MORE
Learn how EasyAP365 can drive efficiencies and savings to your business by leveraging the Office 365 and SharePoint platform (at a fraction of the price of comparable AP solutions).
Check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.
