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      How Nimbello Automatically Assigns Pay Sites For PO Invoices Without The Need For Manual Review

      An article all about the Pre-processing rule: Paysite Hold Check and Steps to Address and Prevent Paysite Hold Issues

      Nimbello offers a range of automation features designed to save your team time. One of these features is the automatic selection of Pay Sites for invoices, eliminating the need for manual intervention.

      How It Works:

      1. Data Extraction: Our team uses Optical Character Recognition (OCR) to extract all necessary data from the PDF invoice. The key piece of information here is the Remit Zip Code.
      2. Invoice Upload: After OCR processing, the invoice is uploaded to your portal. During this stage, the "PreProcessing Rules" are applied.
      3. Pay site Selection: The extracted zip code is compared against the Pay Sites listed in the "Vendor Master File," which we receive from your ERP system. If a unique match is found, our automation selects the Pay Site and moves the invoice through the workflow.

      Thanks to Nimbello's extensive automation, manual review is often avoided completely.  Especially for PO invoices, the process is streamlined to ensure efficiency. Simply email your PO invoice to Nimbello, and we will handle the data entry, PO line matching, receipt pairing, and send it to your ERP for payment.

      Now, let's go over what to do if you encounter an invoice with the status "Paysite Hold."

      1. Verify the Vendor:

        • If you believe the correct vendor was selected (which is usually the case), copy the vendor number.
        • Click on "Change Vendor/Paysite."
        • Paste the vendor number and select the correct paysite from the list.

      2. Identify the Reason for Manual Intervention:

        • Duplicate Pay Sites: There might be two pay sites with identical zip codes, causing the automation to be unable to determine the correct one.
        • Incorrect Zip Code in OCR Processing: If the zip code was entered incorrectly during OCR processing, write a comment on the invoice and direct it to Nimbello Support. We can add notes to help our processing team correctly identify and enter the required remit zip code.
        • Incorrect Zip Code in Vendor Master File: If the zip code in the Vendor Master File (from your ERP) is incorrect, consider updating this information to prevent manual review for future invoices for that vendor.

      For a complete list of preprocessing rules and associated articles, click here