Kofax TotalAgility AP Automation - Manual (Page 9)

Preface
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 9
alike. The overall goal is to automate the accounts payable process to allow for efficient and
accurate processing of invoices by having the right resources handle the right data at the right
time.
Invoice Processing
The invoice image is Captured, Classified, Extracted and Validated before the invoice
data is exported to the Accounts Payable Invoice business processes.
Approval
The Approval segment of the Invoice life cycle ensures that the most appropriate
resources approve the invoice at the necessary points in the invoice process. Invoices may
require additional approvals and reviews dependent on their value and business unit.
Where there are exceptions these are managed to resolution.
Post Approval Review
Post approval review enables the application of business specific reviews to take place.
Determining what reviews and the individuals or groups required to undertake the
review is dynamically decided. Close integration at this point with the ERP system allows
for invoice 'Holds' or exceptions to be closely monitored and acted upon ensuring that the
invoice is processed through to payment.
Post Payment Review
Post payment sampling of the invoice safeguards adherence to best practice compliance
and confirms the validity of the transaction.
This project is a Level 3 Smart Process Application (SPA) incorporating a set of predefined
TotalAgility components. This Smart Process Application can be used for demonstration
purposes but must be configured before use as part of a Professional Services customer
engagement.
Kofax Products Used
▪ Kofax TotalAgility 7.0
▪ Kofax Search and Matching Server
Other Products Used
▪ SQL Server 2008 R2