Streamlining Your Accounts Payable Department with Purchase to Pay

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• Purchase to Pay can help any Accounts Payable
  department to work more effectively. Developed by
  Square 9 Softworks, developer of highly intuitive
  award winning Document Management Software, AP
  departments that utilize Purchase to Pay have a
  lot to look forward to, including
• Dramatically reducing high transaction costs of
  processing paperwork
• Instantly improve AP Processing with web forms
  generation
• Streamlining procedures with document workflow
  routing
• Creating a structured and streamlined digital
  process
• Handling the matching, approval and distribution
  of both Purchase Orders and Invoices
• Square 9s Purchase to Pay is an end-to-end
  solution for
• efficient Accounts Payable automation.

In this presentation, we will show you the
step-by-step process as to how Square 9s
Purchase to Pay securely and efficiently handles
all Accounts Payable documentation.
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Step 1

• Users can initiate the Purchase to Pay process by
  completing a web based requisition eForm.
• Via a web based browser, the eForm can be
  submitted anywhere at anytime.
• This process is user-friendly and convenient for
  remote users.

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Step 2

• The system automatically routes the submitted
  form to the designated approving manager via
  email.
• The manager is automatically notified to review
  the requisition.
• When complete, the manager submits the
  requisition back into the workflow for further
  routing.

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Step 3

• The designed workflow process will generate a
  purchase order.
• The purchase order for vendor distribution can
  then be sent via email.
• The required information is automatically filled
  out via previously stored data.

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Step 4

• The Invoice is scanned into SmartSearch.
• It utilizes advanced OCR assisted indexing to
  properly file the Invoice away.
• The process eliminates a high percentage of
  manual data entry and cuts down immensely on
  potential entry errors.

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Step 5

• Users then have the option to apply cost centers
  to Invoice line items.
• Or, they have the option to apply general ledger
  codes to Invoice line items.
• The Purchase to Pay solution works to support
  accurate bookkeeping.

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3-Way Match is Performed
Step 6
The intuitive SmartSearch solution will match
incoming Invoices with their respective Purchase
Orders and Packing Slips.
Step 7
After the three-way match is confirmed,
SmartSearch routes the invoice for final approval
and payment.
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Step 8

• Purchase to Pay then can feed your high value
  data to
• QuickBooks
• Microsoft Dynamics
• And many other leading financial systems to
  accommodate your needs

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Square 9 Softworks was founded in 2001 as a
division of InfiNet Business Systems. With a
commitment to proven practices and cutting edge
technologies, Square 9 has developed a library of
innovative tools for business automation. As a
trendsetting software development firm, Square 9
has become the creative force in the next
generation of cloud-enabled Content Management
Solutions, allowing organizations of all sizes to
embrace the reality of a paperless office. 129
Church Street New Haven, CT 06510 203-789-0889 htt
p//www.square-9.com/