Newgen Accounts Payable Solution on Cloud

2. The process starts
with OmniScan.

3. Start with a New Job
in OmniScan
(invoice.ini)

4. The Invoice and the
Goods Received Note
will be scanned and
appear here

5. Data Entry is done here
with validations, Pull down
list for Vendor Names and
Calendar for Date

6. Once all Invoices are
entered, they are
exported to OmniDocs

7. Export to the Process
is through OmniDocs
username and
password.

8. An audit report
is generated
for all exported
Invoices

9. This is the Audit
Report

10. 1st
User
‘Receiver’ logs in
to OmniDocs

11. ‘Receiver’ clicks on
OmniProcess to
start the AP Process

12. ‘Receiver’ sees his
queue and clicks on
pending Invoice

13. ‘Receiver’ is taken to the
viewer where he can see the
actual Invoice and index
values. Receiver can also put
annotations like comments
here.

14. ‘Receiver’ clicks on
Approved to send it to
the Purchase Officer

15. 2nd
User ‘purchase’
logs in to OmniDocs

16. Purchase offices sees his
pending invoices for
approval. He clicks on
the item and goes to the
OmniDocs Viewer.

17. Purchase Office also
approves it and sends it
to the Approver/Buyer

18. 3rd
User ‘approver’
logs in to OmniDocs

19. Approver/Buyer is also
presented with pending
Invoices. He clicks on
them.

20. The Approver however
sees a problem and
select ‘SendBack’ to send
the Invoice back to the
Purchase Officer

21. Whenever the Purchase
Officer logs in, he will
see an Invoice in the
‘Exception’’ folder

22. Invoice has come back
as an ‘Exception’. The
Purchase Officer clicks,
on it

23. Purchase changes the
value from 9000 to 8000
and Approves. The Invoice
will go to finance.

24. The approver logs in again

25. and approves the Invoice the
value of which was changed by
the Purchase Officer

26. 4th
User ‘finance’ logs in to the
system

27. And finds pending Invoices for
final approval

28. The finance user puts in a
note and sends the Invoice to
the folder earmarked for
Invoices cleared for payment.
He can also reject and
Invoice. All Rejected Invoices
go into the ‘Reject’ folder

29. This is the OmniDocs repository
of the Accounts Payable Process
where Invoices are stored and
moved.

30. The Invoice in this demo is
now present in FinalInvoices
with the folder similar to the
vendor name.

31. Please contact for more details
patners@newgen.co.in