Supplier Invoice Automation helps finance and procurement teams streamline the intake and registration of supplier invoices with greater accuracy, consistency, and visibility. The application leverages automation and AI to extract data from incoming invoice PDFs, validate key fields, and create manual supplier invoices directly in IFS with minimal user intervention.
The intuitive Portal view provides users with a real-time overview of invoice processing stages, including categorized states like Loaded, Checked, and Created. Built-in portlets highlight errors, offer insights through visual charts, and enable quick actions for correcting and completing invoices when manual input is needed.
Key benefits of Supplier Invoice Automation:
-
Real-time visibility into invoice processing statuses through color-coded dashboards and portlets
-
Minimal manual effort through AI-powered data extraction and confidence-based validation
-
Supports both PO and non-PO invoices, including attachments from email and manual uploads
-
Portal-based corrections with quick actions to check and create invoices in IFS
-
Confidence level handling ensures only high-quality data leads to automatic invoice creation, while exceptions are routed for review
Portal Applications:
-
Invoice Inbox (with quick action trigger)
-
External Load Package viewer
-
Manual Invoice Upload tool
-
Error Resolution interface with editable invoice fields
-
KPI dashboards for Loaded, Checked, and Created invoices
-
IFS invoice data and posting line views for transparency
The solution supports both fully automated workflows and manual invoice uploads. The ‘Invoice Import’ workflow enables manual uploads of invoices, and it could also be initiated from the ‘Load Invoice’ button through the portlet itself.
Automation of Workflows:
-
Email-based invoice retrieval and attachment extraction
-
AI-driven invoice scanning and field recognition
-
Confidence-level checks and invoice validation
-
Load package creation and manual invoice generation in IFS
This comprehensive automation suite ensures end-to-end control over the invoice intake process, reducing errors, saving time, and increasing traceability from email to ERP.
AI Setup & Configuration
AI-powered automation requires specific user-side configurations. Hence, to fully benefit from automation, ensure the required configurations are completed.
