Purchase to Pay can help any Accounts Payable department to work more effectively.

Developed by Square 9 Softworks, developer of highly intuitive award winning Document

Management Software, AP departments that utilize Purchase to Pay have a lot to look

forward to, including:

• Dramatically reducing high transaction costs of processing paperwork

• Instantly improve AP Processing with web forms generation

• Streamlining procedures with document workflow routing

• Creating a structured and streamlined digital process

• Handling the matching, approval and distribution of both Purchase Orders and Invoices

Square 9’s Purchase to Pay is an end-to-end solution for

efficient Accounts Payable automation.

In this presentation, we will show

you the step-by-step process as

to how Square 9’s Purchase to

Pay securely and efficiently

handles all Accounts Payable

documentation.

• Users can initiate the Purchase to

Pay process by completing a web

based requisition eForm.

• Via a web based browser, the

eForm can be submitted anywhere

at anytime.

• This process is user-friendly and

convenient for remote users.

Step 1:

• The system automatically routes

the submitted form to the

designated approving manager

via email.

• The manager is automatically

notified to review the requisition.

• When complete, the manager

submits the requisition back into

the workflow for further routing.

Step 2:

• The designed workflow process will

generate a purchase order.

• The purchase order for vendor

distribution can then be sent via

email.

• The required information is

automatically filled out via

previously stored data.

Step 3:

• The Invoice is scanned into

SmartSearch.

• It utilizes advanced OCR assisted

indexing to properly file the Invoice

away.

• The process eliminates a high

percentage of manual data entry and

cuts down immensely on potential

entry errors.

Step 4:

• Users then have the option to apply

cost centers to Invoice line items.

• Or, they have the option to apply

general ledger codes to Invoice line

items.

• The Purchase to Pay solution works

to support accurate bookkeeping.

Step 5:

The intuitive SmartSearch solution

will match incoming Invoices with

their respective Purchase Orders

and Packing Slips.

After the three-way match is

confirmed, SmartSearch routes the

invoice for final approval and

payment.

3-Way Match is Performed

Step 6:

Step 7:

Purchase to Pay then can

feed your high value data to:

• QuickBooks®

• Microsoft Dynamics

• And many other leading

financial systems to

accommodate your needs

Step 8:

Square 9 Softworks was founded in 2001 as a division of InfiNet

Business Systems. With a commitment to proven practices and cutting

edge technologies, Square 9 has developed a library of innovative tools

for business automation.

As a trendsetting software development firm, Square 9 has become the

creative force in the next generation of cloud-enabled Content

Management Solutions, allowing organizations of all sizes to embrace

the reality of a paperless office.

129 Church Street

New Haven, CT 06510

203-789-0889

http://www.square-9.com/