Process control services
The Process control service defines when documents require manual verification during processing in Tungsten AP Essentials. The service controls whether documents are always verified, verified only if errors are detected, or never verified at all (straight-through processing). These settings help balance automation with accuracy, depending on your business requirements.
You edit the settings for these services in the Process control view.
Improve processing efficiency
AP Essentials measures automation in invoice processing using the verification touch rate, which you can see in Analytics. The "zero touch" rate indicates how often documents required manual verification. A zero-touch rate of 100% indicates the document was processed without manual verification.
Data verification settings
The Data verification setting determines when documents require manual verification.
- Never - Enables straight-through processing. Documents always skip verification. Since documents are not verified manually, the zero-touch rate is always 100%.
- On field error - Documents only go to verification when interpretation values are in doubt. With the right configuration and good-quality input, you can achieve a 100% zero-touch rate here while still retaining error checks.
- Always - All documents require manual verification. The zero-touch rate is fixed at 0%.
Straight-through processing
Straight-through processing (STP) is a configuration choice. If you set the Data verification setting to Never, all documents skip verification, regardless of their quality. This setting ensures a zero-touch rate of 100% but removes the opportunity to review and correct errors. Some administrators choose straight-through processing for systems where the incoming documents are XML and there is little risk of interpretation error.
Straight-through processing only applies to bypassing manual data verification. It does not include invoice approval, which takes place after verification.
How to improve touch rates
If you do not use straight-through processing, you can improve automation and reduce manual work by addressing common factors that lower the zero-touch rate.
- Extraction - Select the Advanced engine as your Extraction method in the Extraction service settings. The Advanced extraction engine offers higher interpretation accuracy, which leads to less manual verification.
- Document quality - Low resolution documents can cause interpretation issues which require manual intervention.
- Document selection - When uploading documents, incorrect buyer/seller or document type selection reduces automation.
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Field settings - Poorly defined fields with incorrect or ambiguous formats can result in low interpretation rates.
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Document separation - Incorrect document separation can increase manual verification, resulting in lower zero-touch rates.
- Online learning - If online learning is locked , interpretation quality will not improve for that supplier. Unlock learning on suppliers with poor performance to improve results over time. Conversely, you can lock online learning for suppliers that already have good performance.
- Bypass verification per sender - If enabled, documents from that sender skip verification, which can boost zero-touch rates. Consider bypassing verification on senders with 100% zero-touch rates.
Other considerations
In some cases it is impossible to achieve high zero-touch rates. For example, if you use Workflow services, and Allow account coding during verification is enabled, coding an invoice during verification counts as a "touch." Likewise, manual line-item paring adjustments count as touches.