UnForm Accounts Payable Workflow Solution

UnForm Accounts Payable (AP) Workflow Solution is a flexible accounts payable document workflow and approval system for documents archived in UnForm archive libraries. ERP reports like Aged Payables and Payment Selection reports can query the workflow system to display document status prior to releasing invoices for payment, helping to improve internal accounting controls, manage payables, and reduce paper handling.

Features:

• Simple setup and configuration of Workflow
• Scanning capture job definitions
• Outlook Addin for email capture of documents
• Mergeable "startflow" rule-sets for integration with outside form or report rules
• Define custom linear flows for approval and other tasks
• Define and assign tasks to users
• Define task status categories for interim status prior to approval or handoff
• Tasks can share task status categories or have their own set
• Standard trigger events for moving documents between tasks
• Note-taking feature with task and user cross-reference
• Browser and PDF user task lists with links to Voucher Packet PDF with cover page and document images, status update web form, AP document property edit form, and status/notes/log report viewing
• AP library security measures to prevent non-authorized approvers from viewing or changing documents that are not in their own task list
• "Capture 2 ERP" batch processing infrastructure for XML file import to ERP AP Entry
• User signature stamp feature
• Task and user proxies for temporary task reassignments
• Action alerts - configurable notification by user
• Web-form prompt label editing for web form customization, including html tags
• Extensible document properties