Service Level 1 - Supplier Self-Service Portal & eInvoice Presentment
• Provides supplier management functions that
reduce the number of calls into the support call center
by resolving inquiries with answers that do not require
human intervention. Suppliers have access to a self-service
decision-tree that provides self-help answers to their
inquiries.
• Suppliers can also submit inquiries to the AP
call center. Inquiries are logged and routed via workflow
to the appropriate call center contact. Suppliers can
also upload inquiry attachments.
• Suppliers can self-register and maintain their
user login credentials via the Direct Insite supplier
self-service portal.
• Direct Insite supports natural language requirements
across 15 language templates, including double-byte
compatibility.
• Suppliers can verify their invoice and payment
status 7x24x365 without calling your AP call center.
As supplier invoice and payment status information is
updated in Accounts Payable, the Direct Insite portal
is updated to convey the same information to the supplier.
Service Level 2 - Supplier eInvoice Submission
• Suppliers can submit their eInvoices via electronic
formats & adaptors, including web form entry, supplier
networks, spreadsheet upload, and ERP adaptors such
as Oracle, SAP, Great Plains, or legacy billing systems.
• Suppliers
can also perform a purchase order flip function where
customer orders can be flipped directly into preliminary
bills for review and release for payment.
Service Level 3 - Supplier eInvoice Compliance Matching, Dispute Management and ePayment
•Accounts Payable administrators can configure
auto-compliance business rules such that supplier invoices
are auto-matched against purchase orders and other compliance
documents (n-way matching). Suppliers are proactively
notified of non-compliances such that corrective invoice
adjustments can be applied prior to invoice resubmission.
Suppliers can submit attachments' with their invoices
such as a copy of the related purchase order or contractual
agreement.
•
Accounts Payable administrators can also configure
internal invoice compliance validations ensuring supplier
invoices flow through an internal workflow approval
process prior to final review and payment.
• Accounts Payable
administrators can also dispute supplier invoices facilitating
dispute notifications back to the suppliers.
• Optionally, Accounts
Payable administrators can stage invoices for payment
within Direct Insite. Direct Insite supports the disbursement
of payments via ACH or commercial card/credit card.
If payments are made within Direct Insite, payment remittance
synchronization information is conveyed to the Accounts
Payable system of record.
Business
Metrics, Reporting & Spend Analysis
• Finance
managers can closely track and analyze spending trends
across suppliers. Suppliers can also perform self-reporting
functions.
