Storing and providing access to the extensive range of finance documents is crucial for compliance, audit and historical record.
Documation provides flexible capture, secure centralised storage, and fast online access 24/7.
eForms, workflow, and portals
eForms coupled with workflow can deliver simple processing solutions for finance.
Self-service portals create a channel of seamless communication for use by customers, suppliers and employees, and workflow enforces business rules to deliver forms and information for processing with data transferred directly into finance systems.
Documation’s Accounts Receivable (AR) streamlines payment processing.
The solution includes options for PODs (proof of delivery) to be attached to invoices, and for invoices to be formatted and styled to meet individual division/brand requirements.
Invoice delivery can be specified according to customer preference (printed or sent via email, fax, or e-invoicing), and functionality includes automatic payment chasing with escalation procedures. Finally, invoices, PODs and associated documents are stored for instant retrieval to answer payment queries and speed cash flow.Accounts Receivable processing – full solution details