How Proactis helped
The Council selected Proactis to manage the whole invoice process.
“The implementation of Proactis was extremely smooth, with regular communication before and after go-live,” stated Don Page, Payments Team Leader at the Council.
Proactis provides a fully-automated invoice scanning and PDF import solution with intelligent data capture and query desk resolution. This integrates seamlessly with the existing Unit4 system. Bringing in PDF invoices, already scanned, checked and matched, means that they now drop straight into Unit4 with a huge amount of the checking already done. A large amount of data is also available from the system, including details of late payments, unpaid invoices, and invoices received with missing information.
A dedicated, web-based query resolution process was also deployed so that the Council can rapidly resolve any invoice non-conformance issues such as missing or incorrect supplier information. This gives a clear picture of the reasons and sources of any invoice exceptions. “Thanks to the query desk, we have clear visibility of why an invoice isn’t on the system,” added Alexandra Clifford, Project Accountant. “Invoice discrepancies are quickly and easily managed.”