Process Invoices With & With Out Purchase Orders

A robot collects invoices in multiple formats, such as Word, PDF, or Excel, from various systems, including Email, Salesforce, and a website. Based on criteria provided by the business's subject matter expert, it scans the invoices for the appropriate supporting documentation. If the required documentation is not met, the robot notifies the appropriate manager and requests a decision. Depending on the manager's decision, the necessary messages are sent, and databases are updated with the appropriate logs.

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Pull a new customer's data, update databases, and notify team members

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Receive, Log, and Act on Order Requests