Kofax TotalAgility AP Automation - Manual (Page 20)

Functional Demo Script
20 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
3 Import document:
<deploy Location>\DemoDocuments\VAT Invoices
\01.01.MultiInvoiceDocument.tif
.
4 Complete the scan activity.
Note the following:
▪ [Show VAT Capture Process] If required, discuss the Separation, Classification,
Extraction, Formatting and Validation options available in Kofax TotalAgility.
▪ Barcode Separation. The MultiInvoiceDocument.tif will be split into individual
invoices, using barcodes. The Invoice Attachments have OCR suppression to
increase performance and reduce page count.
▪ Classification. Scan operators can scan these documents without pre-sorting them
into different classifications, as the documents are automatically classified as
Invoice.
▪ Extraction. The invoice data is automatically extracted during processing.
▪ Formatting. The invoice data is automatically corrected into expected formats.
▪ Validation. The invoice data is automatically validated and flagged for manual
review if required.
▪ [Show Invoice Process] A new Invoice case is created for each invoice. If required,
discuss the invoice process.
▪ [Show AP Work Queue] Validation Activities will be on the Work Queue if there has
been validation errors or confirmation is required.
Touchless Invoice Processing and Invoice Search
1 Login as a member of Accounts Payable Group into the Kofax TotalAgility Workspace.
a Select Scan Invoice VAT from the Accounts Payable navigation.
b On the Process tab, Set the Business Unit to “Accounts Payable 2”.
c Import document:
<deploy Location>\DemoDocuments\VAT Invoices\01.02.HAL
StraightThrough.tif
.
2 From the Kofax TotalAgility Workspace, login as a member of Purchasing Group or
Accounts Payable Group (opowers).
a Take the Validation activity from the work queue.
b Confirm fields as required.
c Complete the Validation activity.
Note the following:
▪ The Invoice data will be extracted with higher confidence once the invoice has been
trained in the system.
▪ Accounts Payable 2 Business Unit has been configured for no PO Approval.
▪ Accounts Payable 2 Business Unit has been configured so that Post Approval
thresholds and sampling require no Post Approval Reviews.
▪ The Invoice is Posted to ERP.
▪ Accounts Payable 2 Business Unit has been configured so that Post Payment
thresholds and sampling require no Post Approval Reviews.
▪ The Invoice Process completes.