Accounts payable teams spend hours importing, scanning, printing, rescanning, chasing down approvals, and double- and triple-verifying records. Creating an automated AP process allows your team to manage growing demands with a repeatable, scalable process.

1 - Monitor Email Inbox

Set DX to monitor your Accounts Payable inbox and parse emails and attachments for vendor bills. Learn more about DocuXplorer's Email Assistant.

2 - Index and Sort

Extract the essential fields in the invoice, like company, due date, amount, and invoice number, and automatically file it away.

3 - Custom Approval Routing

Based on the invoice data, route to the right team member to perform approvals or verify associated Purchase Orders or Packing Slips.

4 - Process Payment

Connect DocuXplorer to your accounting software to generate a transaction, skipping the double data entry.

And because this all takes place within your document management system, it's securely stored, versioned, and timestamp tracked.

You're constantly collecting data from employees, clients, and vendors. Form submissions are a quick and easy method to collect data. Connect to the form collection method you're already using and create scalable workflows to manage the next steps within DocuXplorer.

1 - Monitor Form Collection

Set DocuXplorer to monitor your Form Collection provider, like SmartSheets or DocuSign, and parse applicants' data and attachments.

2 - Index and Sort

Extract the essential fields in the form, like name, date of birth, custom responses, and attachments, then automatically file it away.

3 - Custom Review Routing

Based on the responses, route to the right team member to perform reviews, schedule appointments, or send contracts for digital signature.

And because this all takes place within your document management system, it's securely stored, you have total control over who can access which documents and every action is tracked.

Ensure you have up-to-date ID cards from employees and vendors. You'll automatically send reminders to update IDs before they expire, and monitor an email account for attachments of ID cards to store in their correct folder.

1 - Monitor Email for ID Collection

Set DX to monitor your email inbox for attachments containing images of IDs. LEARN MORE ABOUT EMAIL PARSING

2 - Index and Sort

Extract the essential fields on the ID, like name, date of birth, address, issuer, and expiration date. Then, automatically file it away to their existing file, or create a new file if one doesn't already exist.

3 - Set Reminders

As IDs approach their expiration date, set an automated email reminder to request a new ID. IDs not updated within your set threshold can be escalated to a team member to take action.