Make the most of your Xero investment by adding AI Invoice Capture and automation such as auto PO matching, duplicate checks, auto account coding of line items and approval workflows.
Remove the time needed to manually key invoice information, check for duplicates and avoid overpayment. Allow your employees to spend time on more valuable tasks and avoid bottlenecks in your AP process.
Reduce data keying errors and eliminate the potential for costly mistakes. With our automatic PO matching you could reduce overpayments and apply payments based on your business rules.
Adding automation to your accounts payable process will help get the data into the system faster, giving you clear vision of your businesses cash flow, ensure on-time payments and hopefully leverage any early payment discounts. Having your invoices and approvals digitised will help comply with auditing requirements.
AP with Xero Integration is designed for a single user responsible for the day to day accounts payable function in your business. Including receiving, entering, coding and paying your invoice.
AP + with Xero Integration is Canon’s full offering designed for a business with an AP department and more than one business approver. This will include workflow routing to different people to complete AP tasks such as coding and invoice approval.
|Automatic vendor identification (by ABN and/or Supplier Name)|
|Automatic invoice data capture|
|Line item extraction|
|Duplicate Invoice checking|
|Xero PO matching|
|Automatic item account coding by supplier default|
|Automatic override of invoice payment terms by supplier|
|Synchronisation with Xero|
|Tracking of Xero categories/projects on invoice|
|User workflow approval with exception handling||Single User||Multiple Users|
|Delegation and approval workflow for coding|
|Online Document Storage backed up on-shore||10GB||10GB +|
Automatically imports invoices arriving by paper, cloud or email.
The AI Engine extracts invoice data and matches against supplier in Xero.
Checks for duplicates, checks against Purchase Orders and applies Xero business rules such as payment terms.
Matches PO Line items to Account codes, or uses supplier defaults GL Coding if PO’s are not used.
Invoice can be approved by the business and entered into a payment run or paid on the fly.
Invoice is Paid!
The approve an invoice video will show the AP team how to check, approve or send an invoice back to a business user.
The assign coder video will show the AP team how to assign a business user to an invoice who will code an invoice if necessary.
The code an invoice will show the business user how to navigate to the invoice index in order to choose which account codes should be assigned to the invoice.
The update reference data video will show how to manually synchronise the reference data between Xero and Therefore if needed. Examples of data that may need this is when account codes or contact information is updated outside of an automatic synchronisation.
The apply Xero payment video will show how to process a payment in the Therefore system rather than in Xero.
The handle duplicate invoice video will show you how to resolve a task that is created when the system detects a duplicate invoice.
The handle validation error video will show you how to handle an error if Xero rejects an invoice from being uploaded.
The no supplier found video will show you how to handle a task if the system cannot determine the supplier for an invoice.