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RentalMan Document Management For Procure to Pay.

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Presentation on theme: "RentalMan Document Management For Procure to Pay."— Presentation transcript:

1 RentalMan Document Management For Procure to Pay

2 Purchasing Process Buyer fills out Purchase Request online Purchase Request is routed to manager for approval Manager gets notified and approves Purchase Request Approved Purchase Request is routed to Purchasing Buyer enters Purchase Order in RentalMan

3 Purchasing Process Buyer enters Purchase Order in RentalMan Formtastic creates PO form PO form is filed into IntelliChief PO is Faxed / ed / Printed to Vendor Purchase Order is available for viewing from Purchase Order Inquiry Stored PO can be Faxed/ ed from IntelliChief Fax Print IntelliChief DB

4 Purchasing Process Buyer enters Purchase Order in RentalMan Formtastic creates PO form PO form is filed into IntelliChief PO is Faxed / ed / Printed to Vendor Purchase Order is available for viewing from Purchase Order Inquiry Stored PO can be Faxed/ ed from IntelliChief

5 Receiving enters shipment into RentalMan Receiving Process Freight arrives to be received Print Receiver with Formtastic barcode Packing List, BOL, etc. are put behind receiver document Receiving documents are scanned Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP

6 Receiving Process Receiving enters shipment into RentalMan Freight arrives to be received Print Receiver with Formtastic barcode Packing List, BOL, etc. are put behind receiver document Receiving documents are scanned Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP

7 Receiving Process Receiving enters shipment into RentalMan Freight arrives to be received Print Receiver with Formtastic barcode Packing List, BOL, etc. are put behind receiver document Receiving documents are scanned Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP

8 Receiving Process Receiving enters shipment into RentalMan Freight arrives to be received Print Receiver with Formtastic barcode Packing List, BOL, etc. are put behind receiver document Receiving documents are scanned Receiver and supporting documents (packing list, BOL, etc.) are sent to inbox in AP

9 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

10 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

11 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

12 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

13 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

14 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

15 Payables Process Faxed invoices are electronically captured ed invoices are digitized using Capture Driver Mailed invoices are scanned and digitized Invoice is electronically routed to proper inbox If approval is required, AP can forward to approver Invoice is entered into RentalMan Invoice is re- indexed into IntelliChief and matched to related documents Payment is made via ACH of laser check created using Formtastic Check is filed into IntelliChief and matched with related documents

16 Retrieving Documents from RentalMan x

17 Retrieving Documents: BOLPacking ListReceiver RptPO Invoice Check 25

18 Retrieving Documents- Full Archive Search

19 Adding Notes:

20 Benefits and ROI 27

21 Top Benefits of Imaging and Workflow Solutions

22 What if the Paper Wasnt There? Benefits of Document Imaging Eliminates overpayments and double payments Allows you to take advantage of vendor discounts Ensures the staff is focusing on productive, value-added tasks instead of shuffling paper Enables Buyers to work on finding better and lower cost vendors; Receiving to focus on whether the right products were delivered; AP to manage cash flow and pay invoices on time Get approvals faster and gain better visibility of the process Reduces costs by getting rid of fax machines, pre-printed forms, filing cabinets, and piles of paper Increases productivity, customer and employee satisfaction by replacing filing cabinets with easy to use electronic documents Leverages RentalMan with the new document management interface!

23 ROI

24 Cumulative Savings vs. Costs


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