Kofax AP Essentials provides a number of automated services:
- Analytics - provides reports that contain detailed information about document status, document volumes, performance statistics and more.
- Classification - automatically routes invoices to the correct customer.
- Email input - lets users send email invoices to the system.
- Extraction - interprets information on the invoices.
- Image upload - allows users to upload images to the system using a secure connection.
- Invoice Portal - simplifies invoice processing by connecting you to hundreds of thousands of companies that are already connected and exchanging e- invoices.
- Master data - determines user-interaction with master data when verifying invoices.
- Notifications - informs users of various events via email. For example, an email notification can be sent when Kofax AP Essentials receives a batch or when a batch is rejected.
- Process control - automates various elements of production, such as automatically processing new documents upon arrival.
- Purchase order - enables the sharing of purchase-order information between Kofax AP Essentials and the target system.
- Self-service - This service has been replaced by new settings. Previously, this service provided privileges that let customer administrators manage extraction and target-system service settings. Now the privileges are available to customer administrators without the need of this extra service.
- Separation - provides an interface to separate invoices in a batch quickly and easily.
- Storage - provides long-term archiving of invoice images and data.
- Target system - sends the invoices and interpreted data to a target system.
- Validation - automated functions that help ensure the correctness of the invoice data.
- Verification - lets users easily verify invoices in their web browser.
- Workflow - lets users perform accounts-payable and workflow activities.
You can choose to perform some services yourself or have them done for you by a Kofax partner. When services are performed on your behalf by a partner, we call them managed services.
Services can be enabled on multiple levels, and each child node in the administration tree-view inherits its services from its parent. For example, if you disable a service for an account, that service will not be available for any of the accounts of that account.