AP Automation for Workday integration
View Hyland’s AP Automation for Workday solution demo here. Learn how this integration provides capture and data validation for invoices.
A fully integrated AP solution, AP Automation for Workday provides capture and data validation for invoices. Integrated with the Workday system to instantly affirm values and expand information on invoice documents. OnBase then manages exceptions and cleans the data, automatically sending completed invoices back to the Workday process. The integration provides a link that is displayed on the Workday Financial Management invoice screens, for users to easily access documents with a click.
Intelligent capture — Brainware
In this example, Brainware is used to intelligently capture information from the invoice document. It can capture complex information, like line item detail, dollar amounts, and validate the captured data against the Workday invoice record. It can even expand the metadata to include information that’s not available in the invoice itself but is already entered in Workday.
Managing exceptions in OnBase
If the invoice passes the validation step, it can be posted directly back to Workday without any user interaction. But sometimes, issues arise and OnBase can manage the issue prior to transitioning the invoice back into the Workday process. In this demonstration we see that a data error prevented the invoice from posting to Workday. The Accounts Payable user can make the necessary updates so the invoice can move forward. Here we can see a live lookup to Workday and they can choose the correct supplier for this invoice record. Now that it’s correct, the invoice is successfully posted to Workday.
Viewing the invoice document from Workday
The user in Workday can easily select the document link to review the document, add notes, change keywords, and more without leaving Workday financial management.