Ullrich implemented OnBase in 2010 to streamline invoice processing. Because of the value
derived from the solution, the company leveraged OnBase into accounts receivable (AR) to
further maximise savings.
Using OnBase, AP staff now have immediate access to invoices directly from their ERP
system, Microsoft Dynamics NAV. They simply click on the invoice payment line and
automatically see an image of the invoice. This speeds up approvals, allowing staff to
quickly review the invoice and verify it’s been signed off by the branch manager.
“It’s a really quick and easy process compared with what it used to be,” Coulter said.
“It saves us a lot of time. Over the course of a week, it saves us about 80 hours — it adds
up pretty quickly.”
Provides AR with instant access to needed
Prior to OnBase, finding any changes to a customer account — such as a new address or
change to credit limits — required searching line by line through a directory for the needed
Now, staff scan in any changes on a customer maintenance form into OnBase, which is
linked to a customer card. They then click on the customer card to instantly see all of the
updates that have taken place over the course of that customer being in the system.
“It helps AR keep track of the customer’s record,” Coulter said. “And like our process in
AP, it’s a very good time saver for the staff involved.”