Anyone using GP and also using a Document Mgmt System aka Enterprise Content Mgmt? We are very old school and have a lot of paper around here…we want to scan and attach invoices in GP and have electronic approval workflow capabilities (modern approach, I know!) I understand we should be able to have end-users see the attached documents on the GP line items when they drill across to GP from Prophix. Anyone doing this? If so, what system are you using? I just started researching, so thought this would be a good place to start! Thanks for any feedback!
We’re just embarking on a similar project, but using a cloud platform (Coupa) to look after the P2P process posting periodic totals to our ledger, scanning invoices only when we can’t get electronic invoices from the supplier. I didn’t know drilling across to the actual invoice from Prophix was an option, this will be something interesting to explore. Interested to hear what is the experience of other users.
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This is all possible in Prophix. As long as the supporting document number can be associated with the GL ( or other ) transaction and a unique link to the document is available the information can be included within the drill across details.
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Hello! We use GP. We use laserfiche for our document management and payable approval. It’s on my list to incorporate our laserfiche invoices to the drill across functionality as well. I’ll follow this thread to see if anyone has good thoughts!
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Hi, Emily! We looked at that product a few years back, but it seemed a little antiquated vs. other products available. Thoughts? If you have time in the next week or so, I’d love to get more feedback on this from you.
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Awesome question! We can definitely include invoices as part of the Prophix drill across functionality, as long as the Document management system can generate unique links for each invoice. We use the URL link as the way to access the document from the drill across view.
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Thanks, Sally! I will put that on my list of questions when vetting prospective systems. That and the security of those documents…sometimes questions produce more questions! But better now than when it’s too late!
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We just started using Skalable Stream for invoice ingestión into our ERP. They are a Microsoft GP implementation partner and their native implementation is with GP and Dynamix. They did a custom integration for us. It’s working great because it not only OCRs the invoice but proceeds uses machine learning to interpret the invoice and fills in the data fields, reducing tons of data entry. Invoice coding and approvals happen in Skalable and then the image is ported to our ERP as an attachment.
Not really a full document management system, but for our AP purposes even better. We plan to be paperless related to AP by end of year. No more filing invoices and check copies for AP. I’m sure they’ll lament the loss of the filing cabinet shuffle that happens at the end of each year. (But we love paper at our company so I’m sure we’ll find other uses for the filing cabinets. Perhaps storing printed archives of our Prophix reports?)
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Wow, that sounds so cool! It definitely seems like it has been a big process improvement for your organization. Thank you for sharing!