Kofax TotalAgility AP Automation - Manual (Page 22)

Functional Demo Script
22 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
▪ The user can:
▪ View Invoice State History.
▪ View Invoice Job History.
▪ Create an action against the invoice case:
▪ Route to Purchasing.
▪ Comment Request.
▪ Supplier Maintenance.
▪ Return the invoice to the supplier.
▪ View Outstanding Actions History.
▪ Send an Email.
▪ Cancel the invoice.
▪ Complete the activity.
▪ Cancel the activity.
Internal / External Email
Note the following:
▪ The demonstrator needs to set their email address to the selected resource to receive the
internal email
▪ The demonstrator needs to set their email address in the Suppliers DB table to receive the
external email
1 In the Validation Review Activity, click Email.
2 Select External Email.
3 Enter Email details and click send.
4 [Show Emails arriving to Inbox]
5 Select Internal Email.
6 Enter Email details and click send.
7 [Show Emails arriving to Inbox]
Note the following:
▪ Emails are sent with the invoice image as an attachment.
▪ Email body is added to the invoice case notes.
▪ Email functionality is available on all Invoice screens.
View Invoice State History
In the Validation Review Activity, click State History.
Note the following:
▪ This is user friendly invoice history showing the state in which currently the invoice case is.
▪ Also shows approval history
▪ Available on all Invoice screens