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Automating Your Paper-Based Invoice Process

Posted on: Tuesday, March 17, 2009 by Peter Jonak

One of the most interesting aspects of being a Customer Loyalty Representative is the opportunity to communicate with our customers on a daily basis. Everyday, I learn about the numerous ways our customers use the Adlib Express document transformation software. I thought I’d share with you one of the most common customer applications of Express – automating a paper-based invoice process.

Most invoice document workflows involve the consolidation of volumes of information that are resource and time-intensive. With Express, organizations can collect information from source files and automatically merge or reassemble the data into a single PDF. By using Adlib Express’ powerful conversion, publishing and recognition features, the PDF retains all the required information in a secure format.

Another Express feature our customers leverage is Zonal Recognition. When creating an invoice, standard information is usually required. With Zonal Recognition, customers capture this standard data onto specific regions of their source files using Optical Character Recognition. The recognized data is then extracted from the region and embedded into the customer’s invoice template.

So what are the benefits of automating an invoice document workflow with Express? Customers cite the following:

  • A more streamlined, timely and reliable process that allows their workforce to become more efficient and productive
  • Greater cost efficiencies in processing a greater number of invoices
  • Standardized invoice output for enterprise-wide consistency
  • Increased customer satisfaction as a result of their customers receiving invoices on a consistent basis with fewer errors

I’d like to hear from you. If you are currently using Adlib Express to automate your invoice workflow – share your story. If you’re not using Adlib, tell me what your current invoice process is like. Let’s talk.

Peter Jonak

Customer Loyalty Representative

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