Solutions Invoices
Invoice capture
Documents read on arrival, matched against the order, filed and queued for payment.
01 / What it looks like running
Start to finish, and where a person still comes in.
01 / Trigger Invoice arrives
02 / Automated Read and keyed
03 / Automated Matched to the order
04 / Automated Filed
05 / Automated Queued for payment
06 / Needs a person Mismatches and disputes
Automated Needs a person 4 of 6 run without anyone
02 / What stops happening
7 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Invoice arrives in a shared mailbox
- Someone opens it and downloads the attachment
- They key the values into the finance system
- They match it against the purchase order
- They file the document
- They email the approver
- Mismatches and disputes, resolved by a person
03 / Built on
In your tenant, under your licences.
- Power Automate
- Power Automate Desktop
- SharePoint
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.