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
Key points to mention
From the Unprocessed tray, select an invoice.
Give a tour of the summary page.
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.