Document Management of the Invoice and allow extracting key metadata fields.

Define and execute workflows within Sharepoint.

Send notifications, reminders for approvals and delegate approvals for effective workflow routing.

Enterprise search to search for invoice within SharePoint.

Inpro

Inpro is a scanning application which is integrated with the scanner and allows the user to scan all types of documents or upload existing scanned documents. The system includes a predefined SharePoint Approval Workflows for quickly setting setting up the process in SharePoint. A complete Audit Log for the invoice is available, including scanned PDF of the invoice for quick verification and Approval. The Global Search works in conjunction with SharePoint Enterprise Search and allows users to search for Invoice based on multiple key fields like Invoice Number, Dates, Vendor etc.

intelligent

Scanning Document

You can quickly and easily scan any custom PDF that can be sent to any destination by extracting the meta data information. All document management features of SharePoint can be leveraged.

intelligent

SharePoint Workflows

Allow users to define and execute workflows within SharePoint. Solution includes a redefined Approval Workflow framework which allows to define workflow based various condition matrix along with multi levels of approval.

intelligent

Approver Dashboard

Intuitive dashboard for quick overview of all the tasks assigned. Provides graphical overview of the task/invoice status on the time basis.

intelligent

Global Search

SharePoint's powerful enterprise search to search for invoices within based on any of the meta data filled or by uploaded document content.

Scanning the Document

Scanning the Document

Using the scanning application, a document can be scanned and the extracted meta data information will fed the SharePoint document library. System also allows user to upload the document manually and retrieve the key fields and store in the SharePoint.

Basic workflow set up

Basic workflow set up

Provides one step workflow set up configuration window on the selected data source by specifying very minimal info. Define N number of sequential approval levels dynamically by specifying the user name at every level.

Advanced Workflow configuration

Advanced Workflow configuration

Advanced mode allows to set up the workflow based on the various condition matrix. Once the data source on which workflow need to be set up is selected corresponding fields are populated for the condition selection. These conditions can be repeated as condition set and each set can have its own approval levels. This will be helpful to separate the workflow configuration for various scenarios in terms of different condition scenarios. Further there is an option for customized alert trigger and workflow rejection behavior.

Insight on Advance Workflow Wizard

Insight on Advance Workflow Wizard

Dashboard tailored for best User Experience.

Dashboard tailored for best User Experience

On the dashboard user can see tasks assigned to him/her by the approval status. Also there is a provision to see the others tasks which are in the in progress ony other state.

Structured Menu Navigation

Structured Menu Navigation

Allows user to quickly navigate within the application.

Advance Search

Advance Search

Extract Invoice Details

Extract Invoice Details

Task Review

Task Review

User can review the task by selecting the task from the dashboard. Page will load with the approval history if any on the left side and uploaded document on the right side. User can add comments and either approve or reject the task.

Let's craft brilliance together!

Drop us a line, or give us a heads up if you're interested in discussing and learning more about us