Process

Payables, receivables and payments

Invoices, receipts, orders and payments: which document pays which, whether the price and quantity are right, what to chase. Most calls tie to an amount.

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Workflows

10 workflows, 5 industries.

Proven by code: 8 · Vetoed by code: 1 · Checked by the outcome: 1

Finance and accounting

Cash application

Which open invoices a receipt pays; short-pays and deductions

Proven by code

AP invoice processing with two- and three-way match

Which PO and receipt an invoice is for; price and quantity differences

Proven by code

Duplicate and erroneous payment check

Whether two payments are the same obligation

Vetoed by code

Collections and dunning

Which accounts to chase and how; dispute or delay

Checked by the outcome

Manufacturing and supply chain

Purchase order confirmation check

Supplier's confirmation vs the PO: price, quantity, date

Proven by code

EDI order exceptions

Why an order failed; the fix

Proven by code

Logistics and transport

Freight invoice audit

Charges vs rate card and shipment

Proven by code

Proof of delivery against invoice

Delivered as invoiced

Proven by code

Public sector

Supplier invoice compliance (public procurement)

Invoice matches the contract and framework

Proven by code

Legal and compliance

Legal invoice review against billing guidelines

Fees and expenses allowed

Proven by code

Your version of it. On your data.

Start from the closest workflow and describe your differences.

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