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ABOUT IDOCUMENTS Purchase-to-Pay (P2P)

Automate the Purchase-to-Pay Process from End-to-End

ABOUT IDOCUMENTS Purchase-to-Pay (P2P)
Automating the P2P process with iDocuments

The purchase of goods and services is one of the largest expenses companies face.

Automating the P2P process can drastically boost efficiency and reduce those costs. iDocuments P2P can help. Powered by Saltbox, it’s available only from Vision33.

KEY FEATURES

 Purchase-to-Pay (P2P)

General
Features
Intelligent Workflows
& Alerts
Dashboards
& Reports
Track
& Search
Configuration
Options
Secure Web-Based
or Mobile Access

General
Features

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • AI-powered document import: Scan email for PDF invoices and import them with powerful optical character recognition (OCR), artificial intelligence (AI), and machine learning (ML) 
  • Document creation: Create, edit, and automatically process purchase requisitions, purchase orders, travel requisitions, AP invoices, goods receipts, goods return, and more 
  • Document sync: Seamlessly sync all purchasing documents with ERP and accounting systems, such as SAP Business One, Sage, Exchequer, and Infor SunSystems 
  • Automated default coding: Apply GL and analysis codes to AP invoices automatically before transactions are posted to ledgers 
  • Automated approvals: Automatically approve invoices when a 3-way match between captured AP invoices, POs, and goods receipts notes is successful and route them for approval when a 3-way match is unsuccessful 
Download the Solution Brief

Intelligent Workflows
& Alerts

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • Automated approval routing: Configure intelligent purchasing workflows that align with business rules and automatically guide documents through multi-level approval processes 
  • Exception management: Configure workflows to address exceptions to business logic and ensure nothing is overlooked 
  • Business policy validation: Systematically validate and enforce user compliance with purchasing policies and rules 
  • Automated alerts and reminders: Receive automated alerts and reminders when a purchasing document requires approval or has been rejected 
Download the Solution Brief

Dashboards
& Reports

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • Dashboards: Build role-based, customizable dashboards for 24/7 access to the right information 
  • Smart report builder: Create custom purchasing reports with drag-and-drop simplicity 
  • Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box purchasing analysis and KPI reports 
  • Customizable list view(s): Display a searchable summary of purchasing documents and tasks for users to drill into 
Download the Solution Brief

Track
& Search

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • Audit trails: Create a full audit trail for every document workflow, including the next steps for complete visibility into its history and current status 
  • Smart search: Quickly locate the information you need across document and transaction types 
  • Document archive: Securely store digital versions of purchasing documents for easy retrieval 
Download the Solution Brief

Configuration
Options

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • Localization – Operate internationally with support for multiple languages, currencies, and date formats 
  • Document Types: 
    • Purchase orders 
    • AP invoices 
    • Purchase requisitions 
    • Travel requisitions 
    • Goods receipts 
    • Goods returns
Download the Solution Brief

Secure Web-Based
or Mobile Access

Man looking at a monitor with iDocuments Purchase to Pay on the screen
  • Mobile app: Approve purchasing documents on the go 
  • Responsive, web-based user interface: An easy-to-use interface dynamically adapts to fit your device 
  • Multi-factor authentication (MFA): Add another layer of protection for your account and its data with extra authentication  
  • Single sign-on (SSO): Simplify access to iDocuments with Microsoft 365 SSO
Download the Solution Brief

TRUSTED, EXPERIENCED, GLOBAL

Rely on Vision33

SAVE TIME

Improve Operational Efficiency

Process purchasing transactions faster and more accurately and relieve your buying team of inefficient, error-prone processes that bog them down.

  • Electronically capture purchasing requests, validate budget availability, and automate approvals
  • Accrue liabilities automatically and in accordance with the goods receipt process
  • Leverage AI, OCR, and machine learning to intelligently transform hours of tedious, repetitive tasks into smart, rule-based workflows
Improve Operational Efficiency with iDocuments
Reduce Corporate Spending with iDocuments

TAKE CONTROL

Reduce Corporate Spending

Keep spending in check with automated checks and balances that enforce compliance with corporate guidelines.

  • Enforce corporate spending and budget guidelines
  • Process invoices faster for prompt payment discounts
  • Ensure on-contract spending and use of approved suppliers

PROVIDE VISIBILITY

Insights for All

Empower stakeholders to manage the business better by providing the right level of visibility into purchasing activity, trends, and spending vs. budget.

  • Gain real-time insights via customizable dashboards
  • Generate accurate commitment and accrual reports by cost center, project, suppliers, chart of accounts, currencies, exchange rates, and more
  • Synchronize purchasing data between systems
Insights for All with iDocuments
iDocuments is Configured for You

EASY & FLEXIBLE

Configured for You

Customize iDocuments to best support your business.

  • Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
  • Configure approval workflows and alerts to engage decision-makers at the right points in the P2P process
  • Customize dashboards to get 24/7 access to the information that matters most to you

Ready to Transform Your Business?

Make Vision33 your partner for success.

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MEASURABLE OUTCOMES

Case Studies

See how Vision33 has helped organizations like yours.

Community Foods

American Plant Food

Success Story from Community Foods and iDocuments
community-foods-ss

Food & Beverage

Community Foods Reduces Accounts Payable Processing Time by 95% with SAP Business One

Read Now >
American Plant Food Success Story with iDocuments
american-plant-food

Food & Beverage

American Plant Food Streamlines AP Management with SAP Business One & iDocuments

Read Now >

INDUSTRY ACCOLADES

Awards & Recognition

Award Bob Scotts Top 100 Award Logo SAP Partner Excellence Award Logo Platinum Club Sage Award Logo G2 Badge SAP Pinnacle Award SAP Pinnacle Award