WHAT’S  NEW?PURCHASE-­‐TO-­‐PAY

Catherine  Dupuy-­‐Holdich  /  Howie  Hahn

#EAUC2016

DEVELOPMENTS,  GOALS  &  DIRECTION

ACCESSIBILITYEASY  DEPLOYMENT

COLLABORATION

#EAUC2016

WHAT’S  NEW?

EASE  OF  DEPLOYMENT

MERGED  PRE-­‐ AND  POST-­‐WORKFLOWFOR  NON-­‐PO  INVOICES

WORKFLOW  DESIGNER,  NEW  ENGINE  AND  PRE-­‐CONFIGURED  RULES

ORACLE  EBS  AND  JDE,  MS  DYNAMICS  NAV  INTEGRATIONS

PURCHASING  FOR  SAPAUTOMATING  POs  AND  GR  IN  SAP

PO-­‐INVOICE  PRE-­‐CONFIGURED  EXCEPTIONS  RULES

GOOD-­‐RECEIPT BASED  VERIFICATION

#EAUC2016

WORKFLOW  DESIGNER

50%INITIAL  SETUP  TIMEFASTER

100%CUSTOMIZABLE  USING  THE  DESIGNER    GRAPHICAL  INTERFACE

DESIGNAS  MANY  RULESAS  NECESSARY

CLONESTANDARD  RULES  AND  SETUP  NEW  COMPANY  CODES  QUICKLY

GRAPHICAL  USER  INTERFACE:  TAKE  CONTROL  OF  YOUR  RULES!

#EAUC2016

PO-­‐INVOICE  EXCEPTION  HANDLING

PO-­‐INVOICES PRECONFIGURED  EXCEPTION  HANDLING  WORKFLOW  RULES

MATCHING  ?INVOICE PO  /  GOOD  RECEIPT

PRICE  MISMATCH  

QUANTITY  MISMATCH  

#EAUC2016

FLEXIBLE  INVOICE  POSTING  OPTIONSNO NEED TO DECIDE AHEAD OF TIME

REVIEWER  RESPONSIBLE  FOR  CODING.

POSTING  POSSIBLE  ONCE  REVIEW  IS  OVER.

Approver

Reviewer

#EAUC2016

Purchase  Order

ASSISTED  INVOICE  VERIFICATION

Goods  Receipt

Invoice

3-­‐WAY  MATCHING

AUTOMATED  PROCESSING  OF  INVOICES  WAITING  FOR  GR.

AUTO-­‐POSTING  WHEN  PERFECT  MATCH.

WHETHER YOU ALLOCATE

INVOICES AGAINST POS

OR GOODS RECEIPTS

#EAUC2016

PURCHASING  APP  FOR  SAPMANAGING INDIRECT SPEND

Purchase  Order

Goods  Receipt

TIGHT  INTEGRATION  WITH  SAP  MM

WORKS  HAND-­‐IN-­‐HAND  WITH  ESKER  AP

PRE-­‐CONFIGURED  FOR  RAPID  DEPLOYMENT

#EAUC2016

AP AUTOMATION  FOR  ORACLE  &  MICROSOFTFEATURE  SET• PO  and  non-­‐PO  invoice  processing

• GR-­‐IV  invoice  matching

• ERP  invoice  number  acknowledgement

• Archive  link  in  EBS  Financial  Management

• Error  management:  user  feedback  for  rapid  issue  resolution

• Master  data  automated  synchronization AccountsPayable

Esker  ensures  that  the  connector  remains  compatible  with  updates  of  the  Accounts  Payable  application.

Customers  benefit  from  a  reliable  and  evolving  solution  fully  maintained  and  supported  by  Esker.

Continous  maintenance  and  update

Reliable integrationDeveloped  by  an  experienced  and  

knowledgeable  third-­‐party  relying  on  standard  protocols  and  best  practices.

Fast setup  &  go-­‐liveA  setup  program  and  procedure  is  provided  

to  make  the  connection  between  Esker  and  the  ERP  easy  and  quick.  

3-­‐5  days  are  generally  necessary  for  setting  up  the  connection  between  Esker  standard  

application  and  the  ERP  (including  2  days  with  the  Oracle  EBS  system  administrator).  

#EAUC2016

WHAT’S  NEW?

ACCESSIBILITY

CODING  TEMPLATESFOR  NON-­‐PO  INVOICE

MULTI-­‐INVOICE  APPROVAL

INVOICE  HISTORY  FOR  APPROVERS

PURCHASING  APPMISC.  SMART  ENHANCEMENTS

NEW  MOBILE  APP  WITH  SUPPORT  FOR  REQUISITIONS

UX/UIDYNAMIC  CHARTS

UNIFIED  UXCONSISTENCY  IN  WORKFLOW  STEPS  DISPLAY

USER  FEEDBACK  ON  DOCUMENT  RETENTION

#EAUC2016

INVOICE  CODING  TEMPLATESSPEEDING UP NON-­‐PO INVOICE CODING

AVAILABLE  FEATURES:

SAVE  ASSIGNMENT  TEMPLATES

LOAD  ASSIGNMENT  TEMPLATES

MINIMAL  USER  INTERVENTION:  IMPROVED  AP  TEAM  EFFICIENCY!

#EAUC2016

MULTI  PAYMENT  APPROVALEASY &  FAST APPROVAL FROM A LIST

STRAIGHT  FROM  THE  INVOICES  TO  APPROVE  LIST

CLICK  AND  SELECT  INVOICES  TO  APPROVE

PRE-­‐CONFIGURED  FOR  RAPID  DEPLOYMENT

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CONSISTENT  &  CLEAR  WORKFLOW  UIACROSS THE PURCHASE-­‐TO-­‐PAY PROCESS

Comments  available  with  the  corresponding  step

Along  with  user  name  and  role

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IMPROVED  UX  FOR  THE  APPROVER

SIMPLIFIED FORM

THE  RIGHT  INFORMATION  ON-­HAND

SUPPLIER HISTORY

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MOBILE  APPROVALEsker  Anywhere  replaces  the  previous  mobile  application,  bringing  new  

features,  as  well  as  a  totally  new  and  enhanced  user  experience.

Smart counters display

More display and app management options

Purchase requisition approval

#EAUC2016

ENHANCED  PURCHASING  CAPABILITIES

Multi  Cost  CenterUSERS  CAN  PLACE  REQUISITIONS  FOR  ONE  OR  MORE  COST  CENTERS.

Closing  OrdersINTRODUCING  FLEXIBILITY  WHEN  RECEIVED  GOODS  OR  SERVICES  DIFFERENT  FROM  INITIAL  ORDER.

Grouped  RemindersHELP  KEEPING  THE  PROCESS  MOVING  FORWARD  AS  QUICKLY  AS  POSSIBLE.

#EAUC2016

UX:  ARCHIVE  DURATION  WARNING

RETENTION?2MONTHS!

HELPING USERS SPOT RETENTION PERIOD SETUP ISSUES

THIS  INVOICE  WILL  BE  ARCHIVED  FOR  LESS  THAN  A  YEAR.

#EAUC2016

UX:  ARCHIVE  DURATION  WARNINGHELPING  USERS  SPOT  RETENTION  

PERIOD  SETUP  ISSUES

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IMPROVED  UX WITH  DYNAMIC  CHARTS

SLICK  CHARTS  INTERFACE

Esker’s  dashboards  are  using  a  modern  chart  generator,  giving  users  the  ability  to  dynamically  change  how  their  data  is  displayed.

DYNAMIC  DATA  DISPLAY

ENHANCED  LABEL  HANDLING

#EAUC2016

WHOEVER THE  USER:

AP  SPECIALIST

AP  MANAGER

COST  CENTER  OWNER

REAL-­‐TIME  DATA  PROVIDING  AN  IMPROVED  USER  EXPERIENCE  

CONTROLLER

TREASURER

CFO

SUPPLIER

#EAUC2016

YOUR  APPLICATION,  YOUR  WAY!INTERFACE BRANDING

SIMPLE  ONLINE  CONFIGURATION

MATCH  YOUR  CORPORATE  IDENTITY

INCREASE  YOUR  PORTAL  ADOPTION  RATE

#EAUC2016

WHAT’S  NEW?

SUPPLIER  COLLABORATION

SUPPLIERPORTAL  FOR  PURCHASING

SUPPLIERPORTAL  FOR  ACCOUNTS  PAYABLE

#EAUC2016

ON-­‐LINE  SUPPLIER  PORTALEFFICIENT  COLLABORATION  24/7

CUSTOMER-­‐ Saved  invoice  status  call  time-­‐ Electronic  invoices-­‐ Negotiated  discounts

SUPPLIER-­‐ Invoice  payment  status  24/7

-­‐ Rapid  dispute  resolution-­‐ Reduced  paper  invoice  costs

Actually  the  price  is  higherthan  expected.

Please  confirm  payment  date.  Thanks.

Can  you  confirm  this  ASAP?

Let  me  double  check  this.

Glad  you  like  it  J

Will  do!  BTW,  this  new  chat  feature  rocks!  J

#EAUC2016

ON-­‐LINE  SUPPLIER  PORTALEFFICIENT  COLLABORATION  24/7

CUSTOMER-­‐ Saved  invoice  status  call  time-­‐ Electronic  invoices-­‐ Negotiated  discounts

Featuring:

Online  conversation  tool

Onboarding  rate  monitoring

Simple  supplier  onboarding

Invoices  uploaded  by  suppliers

#EAUC2016

ON-­‐LINE  SUPPLIER  PORTALEFFICIENT  COLLABORATION  24/7

SUPPLIER-­‐ Invoice  payment  status  24/7

-­‐ Rapid  dispute  resolution-­‐ Reduced  paper  invoice  costs

Featuring:

Online  conversation  tool

Payment  details  access

Invoice  upload  option

Invoice  payment  status  counters

www.esker.com