Streamline invoice processing, enhance accuracy, and integrate seamlessly between SyteLine and Nimbello.
In this demo video, we’re diving into how Nimbello's powerful OCR and AI capabilities transform your accounts payable (AP) automation for Infor SyteLine. See how our solution simplifies invoice review, performs precise AI-driven matching, and eliminates manual errors. From line item matching to seamless integration, watch how Nimbello optimizes your AP workflow for greater efficiency and accuracy.
Whether you're exploring Nimbello for your AP automation needs or curious about the possibilities, this video will showcase just how easy it is to level up your AP game. 🚀
Transcript
You will see on the image that we have various boxes throughout the page. The OCR is pre-looking at the various data points across the entire invoice—not just at the header, not just at the footer, but the entire invoice—to help determine what it is that it needs to pick up.
From there, it uses machine learning to look at specific tags, to look at specific pieces of information, to identify what it is that it's looking at.
The vendor name and vendor number down here are coming directly from the master information that is coming over from Seline. So, for invoice number, it has "invoice" boxed off and it knows to go to the right to find that invoice information.
We also do a purchase order lookup—again, through the workflow—where we are looking to see if the purchase order number that was picked up matches the vendor.
We also check math totals—so we pick up the freight, we pick up the sales tax, we pick up the total. We add up the sum of the extended amounts to equal the net amount, and we make sure that all of that matches before it goes to the workflow.
For the line items, you can see this is quite a long invoice—it is 16 lines long. You can see on the image here that we have blue lines, boxes, and numbers. This is how the system learns the mapping between the line information.
On your non-purchase order invoices, you are not going to have line information, and of course, you won't have purchase order data. You will still have your vendor and you will have your subtotals, and that information then goes over to the workflow where it gets assigned to an approval group, gets approved, gets geocoded, and so forth.
Once the invoice is done within the OCR, then it will transmit on a scheduled basis over to the workflow, and the workflow will then run the workflow rules.
When AP logs in, you get to see everything that's outstanding.
It doesn’t matter what site it's for.
It doesn’t matter who it's with.
It doesn’t matter why it's on hold.
You get to see everything that is out here.
The invoices are going to go through a workflow process.
PO invoices are going to be assigned PO line numbers, including the release number, as well as doing checks and balances to make sure that pricing, additional charges, receiving—all of that is okay to go.
Non-PO invoices will go through GL coding and approval.
Once everything is done with those checks and balances, the invoice will go to Ready to Export. Those invoices will go over into SyteLine, they will vouch within SyteLine, and they will send us back a confirmation that those invoices have successfully vouched within Sightline.
If we go to an invoice that is currently on hold, we will see the same information.
We can see in the hold queue for POs who it's with and why it's on hold.
We can see pricing issues, additional charges, receipts—all of that.
We can see the location that it is for.
When we go into one of the invoices, our Details Page is going to be the same.
We have our image, and if you want to view the larger image, it is in the "View Invoice Image" section.
We can see why the invoice is on hold.
In this case, it’s on hold for a pricing variance, and it’s going to tell you exactly which line is the issue.
This is a large invoice—31 lines long. Out of those 31 lines, two line items have a pricing error:
Line 4 – The invoice is $4 above the purchase order.
Line 14 – The purchase order is above the invoice (invoice is for less than the purchase order).
Non-purchase order invoices are going to go through an approval process. You can see:
Which location they are for.
Who the current approvers are.
Who the invoice is currently directed to.
The difference on the invoice Details Page is that you now have an Accounting Section.
The accounting section can be done either by AP automatically or by the user.
Your GL coding will be set up with however many unit codes you have (this setup is currently for three).
You can also use allocations—a setting of GL codes assigned to percentages that will automatically divide the invoice against those GLs.
At month-end, when you're ready to run your reports and see what items are still on hold, you go to the report section.
There is an Oral Report, and the Oral Report is going to show all items that are not posted within SyteLine.
All right, so here's the invoice in Nimbello.
When I click on Detail, you can see all the history:
The invoice got in there.
It was verified.
I approved this.
The invoice got exported and posted.
You can see that the GL coding is right here—this goes to IT Supplies, $10,819.
Then, when you click Invoice Image, here’s the invoice.
All right, so this is now in the IDM (Document Management) system, and this invoice also gets pushed into SyteLine.