Your aim: Show how an AP operator can review all invoices and allocate coding before submitting them for approval. Highlight how automation can start with very first invoice received for a supplier through setting default codes.

Preparation: Use the demo invoice generator to submit an invoice to your company. The invoice will appear in your Unprocessed tray.

Key learning for you:

To refresh your memory on the basics of invoice provessing in iCompleat, go to Process your first invoice.
Review our guidance on Demo invoice generation.

Demo time: 5 minutes

Your demo plan

Demo steps

Key points to mention

From the Unprocessed tray, select an invoice.

Give a tour of the summary page.

The number of users required will dictate the user subscription package to be purchased.

Go to the invoice’s editing page.

Code the invoice and map supplier defaults.

Submit the invoice to a workflow for approval, and point out that the next invoice appears on the screen ready for processing.

See the original image of the invoice and any supporting documents
See a breakdown of the header information.
The supplier reference on the invoice is used to carry out a duplicate invoice check to ensure this is a unique invoice. The system will cross reference this number against all invoices.
You can also select to review each line separately, and edit or amend the invoice’s coding at line level.
The best way to start automating invoice processing is to map supplier defaults, which defaults the coding and analysis of all future transactions received from this supplier. You can even default the approval workflow routing to achieve zero-touch invoice processing.

Next: Approve an invoice >>