When making the decision to go paperless, the first step many AP departments take is to implement imaging and automated workflow. Learning to manage electronic documents is the logical prelude to receiving electronic invoices.
One of the important steps when implementing imaging is to develop an effective indexing system so documents can be searched and pulled up later. Factors to consider when developing your indexes include:
- How do you currently search for records?
- How are you asked by purchasing or the business units to retrieve records?
- How do auditors typically want to see the files?
Imaging and workflow reduces invoice processing time, improves reporting capabilities, and improves vendor relationships. Sign up for TAPC's upcoming free audio conference, AP Automated Workflow: Reduce Paper in Your AP Department Now, featuring Judy Bicking, former global director of shared services for Johnson & Johnson.
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