Kofax TotalAgility AP Automation - Manual (Page 16)

Functional Demo Script
16 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Functional Demo Script
The Kofax Accounts Payable Smart Process Application will reduce the cost, speed the
processing, improve the quality, and strengthen the internal controls of your organization’s
AP process. In a single solution, we capture invoices from any source and all the data on
them, we manage all the workflow, approvals and exceptions more productively, and we
integrate to whatever ERP you use. Over 1,000 top organizations have entrusted Kofax to
automate their AP, and industry analysts have validated our leadership in AP automation
By delivering best practice automated workflows, rapid approval management and improved
exception handling, Kofax Accounts Payable streamlines invoice and accounts payable
processing. Through appropriate integration with ERP and other systems, the solution
improves financial management and reduces manual work. The resulting benefits are:
▪ Increased employee productivity
▪ Lower processing costs
▪ Faster invoice processing
▪ Strengthened internal controls
▪ Greater process and status visibility
▪ Optimized cash management
▪ Reduced errors
▪ Increased operational flexibility
▪ Lower total cost of ownership
This is Level 3 SPA. The processes, forms and demo script provided must be extended and
customized to meet customer requirements in a customer engagement or when building
customer specific demos and POCs.
VAT vs Sales Tax Demonstrations
The functional demonstration can be configured for a fiscal area as required. Sample UK and
US Demo images have been provided to help explain the process functionality.
1 When Scanning UK VAT invoices:
a Select Scan Invoice VAT from the Accounts Payable navigation.
b Import documents (as the demo script states):
▪ <deploy Location>\DemoDocuments\VAT Invoices
\01.01.MultiInvoiceDocument.tif
▪ <deploy Location>\DemoDocuments\VAT Invoices\01.02.HAL
StraightThrough.tif
2 When Scanning US SalesTax invoices:
a Select Scan Invoice Sales Tax from the Accounts Payable navigation.