Finance Solutions

Documation has a portfolio of standard document management and workflow solution templates for common finance processes.

Clients benefit from reduced cost and fast implementation times, while software flexibility means key aspects can be tailored to specific business requirements.

Modular software enables clients to invest in functionality and business solutions as processing and corporate requirements develop.

Finance 

Accounts Payable (AP)

Documation’s Invoice Management Solution (IMS) processes invoices across departments and locations, in multiple languages and currencies. IMS automates supplier invoice processing through from document and data capture to seamless integration with finance systems.

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Purchasing

Take control of your purchasing.

Purchasing provides the tools to enforce buying policy and approve spend, incorporating online purchase request and approval, ordering and receipt booking.

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Purchasing
P2P-final  

P2P (Purchase to Pay)

With Documation’s Purchase to Pay suite, organisations can automate the process of selecting and ordering supplies, through to invoice matching/coding and automatic posting to the finance system.

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Accounts Receivable

Documation’s Accounts Receivable (AR) solution includes options to attach PODs (proofs of delivery) to invoices, with invoice delivery as per customer preference. Functionality includes automatic payment chasing and invoices are stored for instant retrieval to aid payment query and speed cash flow.

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Accounts Receivable  
 Travel and expenses 

Travel & Expenses

With Documation’s Purchase to Pay suite, organisations can automate the process of selecting and ordering supplies, through to invoice matching/coding and automatic posting to the finance system.

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Credit Card Statement Processing

Electronic credit card statements are converted to virtual invoices and automatically routed to the employee to review, authorise and code charges. When authourised, the solution posts to the finance system, ready for payment.

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 OtherFinance 
  

Credit Control

Documation’s Credit Control solution works with finance systems to help Credit Control teams gain faster debt payment and greater visibility of debtor status, while reducing admin time..

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