dMAX AP Automation

The dMAX AP Automation Platform for Nintex Workflow and Forms helps small and large organizations to automate the scanning, indexing, approval and entry of vendor invoices. 

DependenciesRequires a dMAX account. More information can be found by visiting http://www.highlandmartin.com

Author Keith Johnson
Long Description Going paperless and increasing processing efficiency are easy to achieve with the dMAX platform. Pre-configured document libraries, content types and document processing stages allow you to get started in hours, not weeks. Pre-built Nintex Workflows handle common tasks like EDI Export to your accounting system (CSV/Tab/XML/more), Invoice Routing/Approval based on approvers and limits, archive workflows and site cleanup. Custom Nintex Form controls allow you to embed and view any type of document inside an approval form, with full support for data driven GL Coding/Account distribution.
Dependencies Requires a dMAX account. More information can be found by visiting http://www.highlandmartin.com
Support Info Email inquiries to info@highlandmartin.com or call 678-701-9560 press 1 for sales
Compatibility Nintex Workflow
Nintex Forms
Platform SharePoint Server 2013
SharePoint Server 2016
Office 365
Screenshots Viewer Image Editing Data Driven
Additional Information Key Benefits:
Get rid of inefficient paper-based business processesSave on document shipping charges from remote officesElectronic documents allow AP resources to work from anywhereAutomatic Document Recognition saves AP resource keystrokes and reduces data entry errors* (optional feature)Dynamic integration with your Accounting/ERP system allows you to instantly flag duplicates and ensure transactions are correctly linkedFast processing = faster payment = possible discounts or early pay benefitsTracking and tracing history logs make it easy to see where an invoice is at any timeCode invoices across multiple organizations or locations without having to log in/log out of Intacct instanceDivide invoices into work queues for large AP organizations (Liquor, Food, Regional, Supplies, etc)Flag transactions for end of year ‘use tax’ processingEasy/efficient audits, easy to recall one or thousands of documents matching certain criteria Key Features:Scan/Add Invoices from Multi-Function Copiers, Scanners, Emails or Electronic FilesRearrange/Add/Delete/Annotate Pages (PDF Editing in SharePoint!)Automatically recognize vendor invoices and extract invoice informationType-Ahead and Lookup fields use your accounting/ERP data to make indexing fast and easyAuto-coding or Intelligent-coding based on location and/or vendorGL Coding based on Intacct data and coding rules for locationsRule-based or manual routed invoice approvals via desktop or mobile devicesInvoice transactions can be automatically delivered directly to your accounting/ERP for importAll supporting documents/PDF’s archived and searchable for future recall/auditsSharePoint libraries, lists, and content types preconfiguredHistory roll-up across all workflows, SharePoint version tracking, and dMAX audit historyTemplates for Nintex Workflow for most common Accounts Payable automationTemplates for Nintex Forms for approval and distribute GL codingdMAX handles the high-level document flow allowing you to design powerful individual Nintex Workflows without relying on master workflows, complicated state machines or issues with versioning/restarting workflows when changes are made.Workflow constants used to allow AP to easily update most configurations without republishing workflows

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