Purchase to Pay

General
Features

Intelligent Workflows
& Alerts

Dashboards
& Reports

Track
& Search

Configuration
Options

Secure Web-Based
or Mobile Access

General
Features

Man looking at a monitor with iDocuments Purchase to Pay on the screen

AI-powered document import: Scan email for PDF invoices and import them with powerful optical character recognition (OCR), artificial intelligence (AI), and machine learning (ML)

Document creation: Create, edit, and automatically process purchase requisitions, purchase orders, travel requisitions, AP invoices, goods receipts, goods return, and more

Document sync: Seamlessly sync all purchasing documents with ERP and accounting systems, such as SAP Business One, Sage, Exchequer, and Infor SunSystems

Automated default coding: Apply GL and analysis codes to AP invoices automatically before transactions are posted to ledgers

Automated approvals: Automatically approve invoices when a 3-way match between captured AP invoices, POs, and goods receipts notes is successful and route them for approval when a 3-way match is unsuccessful

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Intelligent Workflows
& Alerts

Automated approval routing: Configure intelligent purchasing workflows that align with business rules and automatically guide documents through multi-level approval processes

Exception management: Configure workflows to address exceptions to business logic and ensure nothing is overlooked

Business policy validation: Systematically validate and enforce user compliance with purchasing policies and rules

Automated alerts and reminders: Receive automated alerts and reminders when a purchasing document requires approval or has been rejected

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Dashboards
& Reports

Dashboards: Build role-based, customizable dashboards for 24/7 access to the right information

Smart report builder: Create custom purchasing reports with drag-and-drop simplicity

Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box purchasing analysis and KPI reports

Customizable list view(s): Display a searchable summary of purchasing documents and tasks for users to drill into

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Track
& Search

Audit trails: Create a full audit trail for every document workflow, including the next steps for complete visibility into its history and current status

Smart search: Quickly locate the information you need across document and transaction types

Document archive: Securely store digital versions of purchasing documents for easy retrieval

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Configuration
Options

Localization – Operate internationally with support for multiple languages, currencies, and date formats
Document Types:
- Purchase orders
- AP invoices
- Purchase requisitions
- Travel requisitions
- Goods receipts
- Goods returns

Download the Solution Brief

Secure Web-Based
or Mobile Access

Mobile app: Approve purchasing documents on the go

Responsive, web-based user interface: An easy-to-use interface dynamically adapts to fit your device

Multi-factor authentication (MFA): Add another layer of protection for your account and its data with extra authentication

Single sign-on (SSO): Simplify access to iDocuments with Microsoft 365 SSO

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SAVE TIME

Improve Operational Efficiency

Process purchasing transactions faster and more accurately and relieve your buying team of inefficient, error-prone processes that bog them down.

Electronically capture purchasing requests, validate budget availability, and automate approvals
Accrue liabilities automatically and in accordance with the goods receipt process
Leverage AI, OCR, and machine learning to intelligently transform hours of tedious, repetitive tasks into smart, rule-based workflows

Improve Operational Efficiency with iDocuments

PROVIDE VISIBILITY

Insights for All

Empower stakeholders to manage the business better by providing the right level of visibility into purchasing activity, trends, and spending vs. budget.

Gain real-time insights via customizable dashboards
Generate accurate commitment and accrual reports by cost center, project, suppliers, chart of accounts, currencies, exchange rates, and more
Synchronize purchasing data between systems

EASY & FLEXIBLE

Configured for You

Customize iDocuments to best support your business.

Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
Configure approval workflows and alerts to engage decision-makers at the right points in the P2P process
Customize dashboards to get 24/7 access to the information that matters most to you