AP System

Business Needs

The client wanted to automate their Accounts Payable activities starting from registering an invoice to making an actual payment. It should also support an interface with an accounting application named SAGE. Should provide handy task list and approval workflow for staff.

Technology Skill Set

  1. C#
  2. Entity Framework
  3. Azure SQL
  4. Azure App webs, Web Jobs
  5. Html, CSS, themes

Technical Objectives

The client wanted to automate their Accounts Payable activities starting from registering an invoice to making an actual payment.

  1. Registering an invoice with all details including line items
  2. Approval workflow depending on the invoice amount
  3. Handy task list for all staff for their tasks
  4. Accounting team can easily export data and work on them and import back into the application
  5. An interface with third-party accounting application named SAGE
  6. Automatic reminders to the team about pending approvals
  7. Recurring invoice generation automatically based on selected recurrence
  8. Easy to manage users and permissions

Moratec Solution

  1. Web-based cloud solution
  2. Integrated with existing Office 365 infrastructure and Azure
  3. Office Add-in developed on Microsoft technology stack leveraging Azure
  4. Email notification function to send approval reminders
  5. Automatically creating the recurring invoice based on schedule defined
  6. Mobile responsive design to support all devices
  7. Single sign on to work with existing O365 accounts

Benefits

  1. No paperwork required
  2. Time to process an invoice has reduced drastically
  3. No missing payments
  4. Complete tracking of all invoices
  5. Audit trail of all approvals and tasks

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