When you log in to Kofax AP Essentials Office, you have two primary tasks:
- Uploading documents - When you have documents that you want to process with Kofax AP Essentials, you upload them for processing. This is the first step in the document workflow. You can upload invoices in your web browser using the Upload view, or you can use a stand-alone Windows application called Kofax AP Essentials Connect.
- Working with documents - There are several steps to perform when working with documents, but the most common procedures are verifying and approval. The number of steps can vary, depending on the services you use. In fact, if all of your services are managed, many documents can move completely through the system without requiring interaction from you.