Kofax TotalAgility AP Automation - Manual (Page 32)

Configuration
32 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
Configuration
The Accounts Payable Smart Process Application is fully configurable as per the customer
requirements, and can be extended with all the Kofax TotalAgility workflow and integration
functionality, if required.
Resources
You can import resources to TotalAgility using the AD sync process in the System Category.
Copy this map and update to also set the resource extensions as required. Each resource must
have an email address
You can add resource to many groups within many TotalAgility categories; this means user
can take activities across multiple Business Units (TotalAgility Categories).
Capture Using Other Kofax Products
Invoices can be submitted to create Invoice cases using the Kofax TotalAgility Thin Client
Scan form (Scanner or file import). The Capture channels can be extended to include
documents from:
▪ Kofax Mobile Capture
▪ Kofax TotalAgility Web Capture control
▪ KFS using the TotalAgility Device CreateNew Job Form
▪ KIC
The Capture process can take single or many invoice documents input as part of a folder
structure and then loops through the folder creating new Accounts Payable processes for each
invoice document.
Business Units and Subtypes
Accounts Payable has a default business unit that controls the invoice path through the
AP processes. You can set up extra Business Units and Subtypes with different settings as
needed.
US Invoices (Invoices_SalesTax)
US invoices can be scanned using the SalesTax Scan Create New Job form. A capture project
has been delivered to extract US invoices. The Sales Tax folder process will create the
standard AP processes for each invoice.