Perceptive Content / ImageNow Accounts Payable (AP) eForm

Many Perceptive Content / ImageNow customers with Accounts Payable solutions are familiar with the AP eForm. The AP eForm is a productized form that allows AP Processors to input, review, and validate invoice data including header data, line item matching, and GL coding. There are a lot of data validation and user interface customizations available for the AP eForm that require very little coding or technical knowledge.

In this Office Hours, RPI Consultants provides live demonstrations and interactive Q&A for the AP eForm, including customizations, tips, and tricks.

Transcript

Alex Lindsey:
Hello, everyone and welcome to Webinar Wednesday. Not really Webinar Wednesday sorry, force of habit. Getting on in front of the cam here. Let’s see, there we are. That’s my body. Okay, so today we are going to be talking about the Perceptive Content, AP invoice eForm. How you guys use it, we’re going to do a general run through. And again, thank you guys for attending. I know we’re all in kind of a weird state with the quarantine and things like that. But you honestly gave me an excuse to not wear sweatpants today, so we’re going to roll with that. Just a reminder, so this is an Office Hours, we will basically leave this open to questions for you guys as you go through. On the GoToWebinar you have a hand raising icon that you could do to raise a hand and I can unmute you, to ask questions or you can just type in your questions in the questions tab as well. And then, we’ll address those one by one as we go through.

So, for Office Hours today, talking about the AP invoice eForm, we have some future webinars that are coming up that we encourage you guys to attend, we got on base form solutions. So, kind of the counterpart to perceptive on basic form solutions. We’ve got a really important one coming up April 8th, keeping business moving with remote workforce. This is really important, as a technology provider, how are we going to be able to help you guys, how are you guys going to be able to remotely work, how are you going to find synergies and integrations and things like that to kind of make this weird work from home state, kind of more flexible and easier for you as an admin or DBA. And then we have on base for human resources, April 15th, as well. My name is Alex Lindsey, I’m a Senior Solutions Architect here at RPI Consultants. I have over seven years’ experience working with all kinds of software, Perceptive Content, OnBase, Kofax, ReadSoft Online, Model TER, Workflow Technologies and a lot of integrations with a lot of different systems.

I specialize in accounts payable and some other non-standard solutions that are out there. And I also just build this gig on the side. On the agenda today we’re going to be talking about the AP invoice eForm, obviously, but I’m basically just going to go through and do a general walkthrough of the eForm itself. Here it is, here’s where you can find this. And then really kind of dig into some of those files that are the configuration files that you may use on a recurring basis, that you may essentially want to modify and just kind of show you how these items are related. So that you can kind of work through and make adjustments on your own, if you want. And then I’ll do a couple of example configurations, we’re going to add two new fields to the eForm that we have set up in our environment. And then we’ll basically open up for questions and answers. If you guys have any along the way, feel free to post those in the channel or raise your hand and we can stop at any point.

All right, moving on. So first and foremost, just walk through the eForm itself. Typically, within Perceptive Content, eForm processing is done through a workflow specifically, and open this up. I have no pages associated with this document. But here’s a good shot of the eForm itself. So, with the eForm, we basically got our standard things that are pretty much standard across all ERPs and what they require, which company or business unit are you going to be charged into.

And from here, this is typically a drop down as well, your vendor information, if you have a PO invoice, or you can essentially switch the tab over to this. You can get your PO number driving your vendor information or your invoice number, invoice date, amounts are all going to be items that you can either enter manually, or what we highly recommend if you’re spending the money to do an AP invoice eForm solution, it’s definitely worth it to introduce some kind of OCR technology that can actually read the document image and get that data validated and push it over to the eForm automatically and just rely on those validations and workflow processing.

And if you see down here, the eForm also has line details. So, if you were using OCR technology, you’d see the invoice lines that were extracted off of the invoice document versus the purchase order lines that are listed in your actual database with the data associated with that purchase order information. I’m going to go back up here, toggle back over to non-PO or we’ve got our header information. The nice thing about this eForm a lot of these integrations…or not integrations but the lookups themselves, the hooks essentially to say, when I click this or when I type this, I want it to be like this. Are kind of built into the form itself. We’re not starting from scratch with this, we have built in configurations that are automatically…we know we need invoice number; we know we need vendor information that’s a standard across all of this. So that’s something that if you purchased this, you wouldn’t have to actually b