1. Register Now: AP Automation for Sage 50 Paperless Invoicing
AP Automation for Pegasus Opera
2. Register Now: AP Automation for Sage 50 Paperless Overview
Pegasus Opera 1. Suppliers submit invoices 2. Invoices screened for
issues 3. Stored securely online 4. Coded online (if required) 5.
Approved online (if required) 6. Output file generated 7. Output
file imported to Pegasus Opera 8. Post to supplier accounts
3. Register Now: AP Automation for Sage 50 OnePosting Cloud
Secure Invoice Management
4. Register Now: AP Automation for Sage 50 Screening Invoices
Invoices are from approved sources Bill To is valid All legal
requirements are met Invoice number Effective tax date Tax
rates/amounts Supplier identified Purchase order present (if
required) Computation checks Line totals (quantity * price less
discount) Invoice total (sum of all line amounts Tax totals
5. Register Now: AP Automation for Sage 50 Stored Securely
Online Stored securely for a minimum of 7 years Accessible online
for that entire period Downloadable in PDF format Download and
store locally if you wish Print invoice at any time Send a copy to
anyone you want Linked with supporting documents, e.g. Delivery
Notes (Proof of Delivery) Service Dockets (Proof of Service) Goods
Received Notes (GRN) Contracts Reports
6. Register Now: AP Automation for Sage 50 Coded Online
Auto-assign GL/Nominal Codes Using a combination of one or more of
the following: Supplier Product Buyer Cost Centre/Destination The
system learns rules for assigning codes Invoice coding separated
from approval Coding can be assigned to finance team OR Other
designated people Invoices quarantined until coded Cannot be
imported to Pegasus Opera until coding applied Reminders issued
when manual coding required Invoices waiting coding monitored
7. Register Now: AP Automation for Sage 50 Approved Online
Define manual invoice approval rules Signing limits given to
individuals Escalation paths defined when value exceeds limit
Customise by supplier (if required) Manually approve anywhere,
anytime Any device Any location with Internet access Simple email
notification that approval required Alternative login to view
anything requiring approval Reminders issued if not approved within
agreed time Automated 3-way match IF Invoice = Purchase Order = GRN
or POD Automatic approval possible Auto approved invoices included
in Pegasus Opera output file
8. Register Now: AP Automation for Sage 50 Output File
Generated Approved invoices only in output file Have gone through
all validation & approval checks File in standard Pegasus Opera
format Use existing functionality to import invoices Pegasus Opera
validates file layout before import What about foreign currency
invoices? Edit output file in Microsoft Excel Insert exchange rate
Save CSV file Import to Pegasus Opera
9. Register Now: AP Automation for Sage 50 Other Key Features
REPORTING Invoices:- Waiting approval; overdue approval;
quarantined; approved; rejected; waiting coding. ACCRUALS List of
invoices received & not approved. Value of invoices not yet
approved. DRILL DOWN When viewing an invoice, can drill down to
view supporting documentation. Can drill up from documents to
invoices. REMINDERS Email notification when approval needed.
Reminders auto-issued to get approvals. Escalation to finance if
not approved. INVOICE QUERY Categorise & submit queries to
suppliers. Permanent record kept of query & its resolution
which can be viewed online. MULTI-COMPANY Supports multiple
companies and departments.
10. Register Now: AP Automation for Sage 50 Cloud Summary
Enterprise-grade solution available for Pegasus Opera Accessible
anywhere, anytime, any device Automated or manual invoice approval
Fast online invoice search & retrieval
11. Register Now: AP Automation for Sage 50 Pegasus Opera No
software changes
12. Register Now: AP Automation for Sage 50 Pegasus Opera
Pegasus Opera Standard Pegasus Opera invoice import used Import CSV
file a standard function Existing Pegasus Opera functionality
unchanged Sage continues to be used as normal Only change is that
supplier invoices not input Existing Pegasus Opera functionality
unchanged Pegasus Opera reports unaffected New reports available
from OnePosting Complementary workflow in the cloud Invoice
approvals outside of Pegasus Opera Approved invoices imported into
Pegasus Opera
13. Register Now: AP Automation for Sage 50 Pegasus Opera
Summary Protects your investment Pegasus Opera Complementary
functionality Extends the life of your Pegasus Opera system Uses
existing functionality
14. Register Now: AP Automation for Sage 50 What about
suppliers? Supplier on-boarding
15. Register Now: AP Automation for Sage 50 Options for
submitting invoices Lots of choice CSV XML Fixed Position ASCII
Accounts Package Interfaces Online Entry Email PDF Phone App Paper
to Scan EDI PEPPOL API
16. Register Now: AP Automation for Sage 50 Invite Suppliers
OnePosting Activities Implement a dedicated web micro-site for you
and your suppliers Provide email/letter templates for communicating
with suppliers Establish each suppliers preferred invoice
submission option Emails Telephone calls Agree a timeframe with
each supplier for their chosen method Support each supplier through
the transition to AP Automation Provide training materials &
support to your staff and suppliers Your Activities 1. Contact
suppliers inviting participation Email, letter or call 2. Provide
supplier contact details to OnePosting 3. Use Out of Office email
feature to advise of new email address Suppliers need to register
for security reasons They need to use a new email address to submit
invoices 4. Make electronic invoicing the default for all new
suppliers
17. Register Now: AP Automation for Sage 50 What about
challenges? Solutions Online entry useful for suppliers with small
volumes Email PDF invoices will have to be indexed and key data
manually recorded Smartphone App photo and index invoices key data
will have to be manually recorded Paper scanning least favoured
option as it requires additional manual effort to scan images What
about suppliers with limited capabilities to submit invoices
electronically?
18. Register Now: AP Automation for Sage 50 Supplier Summary
Multiple options for suppliers to submit invoices OnePosting
manages the process after introductions Solution for every supplier
Some residual manual entry but minimised
19. Register Now: AP Automation for Sage 50 AP Automation for
Pegasus Opera Summary
20. Register Now: AP Automation for Sage 50 Benefits for
suppliers Better visibility of approvals process Online access to
their invoice images Immediate notification of screening issues
Invoice query enhances customer service Lowers their
invoicing/collections costs Strengthens their relationship
21. Register Now: AP Automation for Sage 50 Benefits for you
Pegasus Opera Fast, easy invoice retrieval Cloud based invoice
approval workflow Approve on any device, anywhere Increases
accountability for approvals Reduces paper handling/storage/cost
Drive out cost for suppliers => better deals Leverages existing
investment in Pegasus Opera
22. Register Now: AP Automation for Sage 50 Register now
Pegasus Opera Register now at:
http://www.oneposting.com/ap-automation-for-tasbooks