Pacifictech AP Automation for Sage 300 including Pacifictech Expense and E-Invoicing (PEPPOL)

This suite of Pacifictech modules and connected services provides a comprehensive solution for handling supplier invoices in a paperless environment. It incorporates automated data extraction utilising machine learning technology to remove manual data entry delivering cost savings and allowing AP staff to work on more productive value added activities.

AP Automation (Accounts Payable Automation) is the process of automating the capture, validation, conversion and ingestion of data from supplier documents into the ERP system (Sage 300).

Essentially it is moving AP systems from paper-based or manually keyed computerised processes to a streamlined automated solution that delivers Tier 1 capability to Sage 300. The benefits of moving towards a paperless work environment include shorter invoice processing times, more accurate data capture, at a lower cost, along with greater visibility, control and efficiency of business processes.

With AP Automation, the exchange of documents can occur in any format including both electronic (email, PDF’s, etc.) and hardcopy printed / scanned documents.

The Data Ingestion process involves invoices submitted, arriving via Pacifictech's Document Processing Service (DPS) console being available for review in Sage 300 within 5 minutes. From there, the AP Team can make any changes necessary before the invoice is submitted to the approval workflow.

The solution is Tightly Integrated with Sage 300 as the vendor settings from Sage 300 AP for taxes and default GL codes are utilised by DPS. Additionally Pacifictech’s Payables Workflow can be configured to align with the business’ supplier invoice approval process, including authorisation & tolerance levels, cost centre specific approvals, and delegated or substituted authority if an approver is absent.

Approvals can be completed via a web browser using PW-Web, or on a smart phone using the Pacifictech GO App. This approach enables approvers to interact with Sage 300 applying the same business rules and controls, without needing to log into their desktop environment.

Purchasing Workflow provides a simple and efficient requisitioning interface; setup options are available to optimise or restrict the interface depending on configurable user roles or specific user settings. Unlimited workflows can be designed to handle different requisitioning requirements. The workflow engine centrally manages each requisition based on a collection of rules and routing decisions which are customised during the setup.



Pacifictech Expense - Automation & Streamlining of Employee Expenses

Pacifictech have developed a solution that flows on as part of our AP Automation to streamline and consolidate expense processing. The solution allows you to capture employee spend from multiple sources, attach supporting receipts/invoices, and integrate with standard expense workflows - simplifying the process for everyone.

Expense management is normally handled in one of two ways:
1. Using a company Credit Card or Purchase Cards (P-Card), or
2. Employee submitting an expense claim/report.

Pacifictech’s Payables Workflow module delivers an easy and versatile way to process company Credit Cards, P-Cards and expense claims/reports within Sage 300.

Key Benefits:

• Quickly capture receipts, categorise expenses and process claims/reports
• Review and track all of your company expense data in Pacifictech Payables Workflow
• Streamline employee expense processing & payment to reimburse employees faster

The Pacifictech workflow design for handling Credit Cards and P-Cards is made easy by only having 4 touch points as detailed blow:

1. Accounts Payable download the credit card data from the bank or service provider, add any additional information required, then import the data into Payables Workflow using the importer program. This creates the credit card expense report as a Payables Workflow transaction.

2. The Employee can review the credit card expense report via the web or mobile, attach the associated receipts/invoices, and enter/amend the description.

3. The credit card expense report is then routed to the designated workflow approver for review and approval.

4. Once approved, the credit card expense report is then available to AP/Finance to check/amend the GL coding and tax settings before posting and routing to the payments workflow.

Pacifictech E- Invoicing (PEPPOL) is included in the functionality

E-Invoicing is the direct exchange of invoices between suppliers’ and customers’ financial systems. Suppliers can send an E-Invoice directly to their customer’s financial system through a digital ‘mail’ service. The PEPPOL international standards allows systems to ‘speak’ to each other, even if the two businesses are using different ERP systems.

An E-Invoice is a structured document or data file and is built with each piece of information located in a specific position with a specific meaning. The E-Invoice contains all the elements of a normal invoice (invoice date, invoice number, tax number, invoices lines, totals), but it is created & delivered in a format that is designed to be interpreted by software rather than read by people.

Pacifictech’s E-Invoicing is tightly integrated and automagically ingests the e-invoice data file in to our DPS as part of the AP Automation functionality.

Pacifictech has engaged an Access Point Partner for the PEPPOL component - which means that there are no additional requirements (or costs). All that is needed in order for your Customer to be able to start receiving e-invoices is the DPS Connected Service along with our Payables Workflow and Workflow Documents modules.

Go To Pacifictech’s AP Automation Solution Pricing

Check out the video taking you through the Pacifictech AP Automation process.


Pacifictech products included in this suite:

Purchasing Workflow

Purchasing workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process. Purchasing workflow enables organisations to tightly control & manage their procurement system.


Payables Workflow

Payables workflow provides essential functionality for Sage 300 sites looking to automate and streamline their payables process. Organisations can now input supplier invoices (including scan) and have the document submitted to workflows for required approvals.

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Workflow Documents

Documents allows organizations with complex or technical approval demands to attach files to the transaction document. Rapid access to all relevant information enables streamlined workflow processes and process improvements.

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Workflow & Notifications

Workflow & notifications provides an essential component for Sage 300 solutions. Organisations can now design and implement workflows that reflect their desired process management & authority controls. Workflows within Sage 300 exist.

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Key Communications

Key communications simplifies sending documents via email to customers & vendors directly from within the Sage 300 environment. Sending via email has never been simpler to implement. A copy of the email is recorded within Sage 300 for reference by other users.

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Funds Availability

Funds availability adds real-time budget checking and budget override functions to purchasing workflow, these extensions provide the sophisticated tools to organisations where budgetary management is a critical element of the procurement process.

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