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DocuPhase AP Automation

Status: Unverified

As a complement to your NetSuite software, the DocuPhase app allows your business to automate AP processes; connect data between DocuPhase, NetSuite, and other systems; set up customized rules pertaining to approvals and escalations; display supporting documents without ever leaving NetSuite; and expand the document management and workflow automation tools to your organization’s other departments.

View on Suiteapp.com

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Description

DocuPhase for NetSuite

As a complement to your NetSuite software, the DocuPhase app allows your business to automate AP processes; connect data between DocuPhase, NetSuite, and other systems; set up customized rules pertaining to approvals and escalations; display supporting documents without ever leaving NetSuite; and expand the document management and workflow automation tools to your organization’s other departments.

Key Benefits

With DocuPhase for NetSuite, you will get:

  • Automated AP Processes
  • Connected Data
  • Customized Rules
  • Audit Readiness
  • Automatic Indexing
  • Task Routing

Reclaim control by automating routine accounting processes:

  • AP invoice receiving
  • AP data entry, 3-way matching
  • GL coding, exception processing
  • Expense report processing
  • Approval routing and notifications
  • Journal entry approval and tracking
  • Customer and vendor process notifications

Customer Quote
“Our AP Clerk has found that the program itself has been somewhat of a godsend in the fact that it’s lessened her workload tremendously.”

Phil Jones
CFO – Alimera Sciences

FEATURES

Automated AP Process

From invoice receipt to approvals and data entry, automate your AP process and eliminate tedious tasks. Effortlessly capture invoices as they arrive, using OCR technology to enter data for you. Automatically route documents to the people who need them. Push key data to NetSuite to create vendor bills and more.

Connected Data

With DocuPhase, you’ll never have to enter the same data more than once. Heck, you won’t have to enter it manually at all. OCR technology reads line item details, storing important document data in DocuPhase, NetSuite, and your other systems. All of your data is seamlessly in sync.

Customized Rules

Whatever your approval rules are, DocuPhase can accommodate them. Documents can be routed based on requestor or based on approval thresholds. Set up custom rules for escalations and exceptions. Update the rules yourself – no programming skills required.

Embedded Display

Need to see supporting documentation? DocuPhase displays your documents from within NetSuite, giving you a holistic view of your data, along with related files. All of this can be seen within the same NetSuite window you’re used to working in.

Potential for Growth

Are there other areas within your organization that could benefit from workflow automation or document management? If you’re using DocuPhase for NetSuite, you already have access to the DocuPhase product suite, meaning that you can extend your usage to other departments and processes without having to purchase additional software components.