Document Imaging and Management

Compleat offers a comprehensive document management solution for the capture of purchase invoices (and delivery note) into the Compleat workflow / approval process.

3rd Party Document management software supported

Compleat can also be integrated into 3rd party document management systems to enable customers to utilise their existing / favoured solutions.

Rapid (and safe) Purchase Invoice Approvals

Purchase invoice never leave the accounts office
All authorisation takes place on an electronic copy attached to the invoice approval request within the workflow process.
Purchase Invoices can be “delivered” to the approver within the workflow the day they are received. 
The approval information includes the requisition / purchase order / receipting and purchase invoice values, plus the electronic image of the invoice
On approval, the purchase invoice is posted through to both suppliers and general accounts, reversing commitments / accruals as appropriate
Full audit trail maintained including accounting system journal postings

Document Capture

Compleat offers a high level of flexibility in the options on how and when documents are captured, reflecting the preferred method of working of each business. The objective is to automate the association of the image to the purchase order is the most productive and efficient manner
Immediate capture of all Purchase Invoices
Capture at time of Purchase Invoice posting
Individual capture (for exceptions that require approval)