Process Features Customers Reported Video

Complete Accounts Payable Solutions
InShip CAPS is our flagship solution. This comprehensive, automated accounts payable solution works to significantly increase processing efficiency and accuracy.

Process Flow

Receiving Documents

Invoices and credit notes are emailed by the user or their suppliers to a dedicated email address. Alternatively, any user can Drag and Drop documents into CAPS.

Processing Documents

InShip CAPS identifies the document, and automatically captures the required information based on coding rules (as an example: that data can include supplier name, invoice number, date, amount, product categories and similar)

Matching and Approval

depending on the end-user’s requirements, document approval can meet either simple, or more complex, approval rules. CAPS allows for single or bulk document approval and PO / GRN matching. Digital copies of the invoices as well as captured data can be forwarded to specified staff for approval, anywhere they are located, and also meets defined authorization levels. Too, CAPS can provide approval on mobile devices (cell phones, tablets)

Bulk Upload

files are transferred to users ERP / Accounting system for ledgering, accounting, and analysis

Features

Paper Elimination

documents are emailed or uploaded to the system via Drag and Drop, removing all previous paper handling requirements

User Defined Data Capture

data is captured automatically according to user-defined requirements and rules. Those rules can be easily modified by the user. Capture fields can be added, edited, and deleted

Issue Checking

CAPS comes with standard issue checking that can be easily modified at either a global and / or group level

Document Routing

CAPS includes a workflow process that mirrors and automates both simple and more complex process flows to meet any business need

Auto-Routing

workflow can be automated by routing using supplier codes, general ledger codes, delivery address, project code and more

PO and GRN Matching

CAPS can match invoices to purchase orders (POs) or goods received notes (GRNs) at a total or line-by-line level. Delivery, discounts and various surcharges can also be easily handled

General Ledger Coding

CAPS can auto-code invoices based on multiple factors

Line by Line Data Capture

CAPS can auto-capture line items on invoices for coding, reporting and searching purposes

Approval

with all relevant information displayed on screen, documents can be easily approved with one click

Bulk Approvals

all documents from one supplier or all PO matched documents can be approved at once with a simple click

Approval Limits

approval limits can be set by users, suppliers and / or General Ledger Codes

Comments

users can add new, pre-defined or forced comments on documents

Price Watch

CAPS watches for price increases on items and displays any increase in price to the user

Invoice Storage

the original digitized invoice can be stored for up to 7 years; documents can be searched for by the user at any time

High Security Documents

highly confidential documents can be handled by CAPS within a secure cloud environment

Statement Reconciliation

statements are automatically reconciled; any invoice errors are detected and CAPS provides a simple method of notifying suppliers of any issues

Search

documents can be searched for using multiple fields such as supplier name, invoice number, date, PO detail, value, to name a few

Search Reporting

all search results can be reported on either an invoice or an invoice line basis

Document Tracking

invoices within CAPS that require approval are tracked, illustrating whose approval is required and the outstanding approval time of the document

Issue Handling

CAPS provides multiple ways to handle invoice issues which can be customised globally

Mobile Approval

documents can be approved by the CAPS mobile application, on the fly

Switching To Complete Accounts Payable Solutions

Customers Reported

90%

Document processing time is reduced by 90%

93%

Reduces paper handling by 93%

97%

Error reduction of 97% using CAPs

100%

Reduces document storage by 100%

How it Works

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