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Core concepts

This page will provide a comprehensive set of features to automate and streamline the accounts payable process. Each module is designed to enhance efficiency, accuracy, and visibility across the AP lifecycle.

Vendor Management​

Manage your vendor relationships efficiently with centralized control and performance tracking.

  • Vendor Profiles: Create and maintain complete vendor records including tax information, payment terms, banking details, and contact persons.
  • Performance Tracking: Monitor vendor reliability with metrics such as on-time delivery, quality ratings, and dispute history.

Learn more about Vendor Management.

Purchase Orders (PO)​

Streamline the procurement process with automated PO creation and management.

  • PO Creation: Generate single or bulk purchase orders directly from requisitions.
  • Approval Workflow: Multi-level PO approval ensures purchases meet internal policies before release.
  • Tracking: Monitor the status of POs - open, partially received, or closed - for accurate planning and reporting.

Learn more about Purchase Orders Creation.

Invoice/Bill Capture​

Efficiently capture and validate invoices from multiple sources.

  • Manual Entry: Enter invoice details directly via web forms.
  • Drag-and-Drop Upload: Upload multiple PDFs.
  • Email-to-Invoice Capture: Automatically convert mail attachment and extract the details.
  • OCR Scanning: Extract invoice data using OCR technology for faster processing.
  • Duplicate Detection: Prevent double payments by checking invoices across vendors.

Learn more about Bill Creation/Capture.

Matching​

Ensure accuracy before approvals and payments with intelligent matching features.

  • 2 - Way Matching: Compare PO details against invoices for validation.
  • 3 - Way Matching: Validate invoices against both POs and GRNs to ensure goods or services were received.
  • Advanced Handling: Support partial receipts, split invoices, and configurable tolerance levels for minor variances.
  • Mismatch Alerts: Automatically flag discrepancies with reason codes such as quantity mismatch, price variance, or missing delivery.

Learn more about Matching.

Approval Workflow​

Maintain control and compliance with configurable multi-level approval workflows.

  • Up to 5 Levels: Sequential approval flow within hierarchical levels
  • Notifications: Approvers receive alerts via web interface and email

Learn more about Approval Workflow.

Notifications & Alerts​

Keep teams informed and proactive.

  • Real-Time Alerts: Notify users of pending approvals,

Learn more about Notifications & Alerts.