Kofax
To open Validation Client
Note: For Software Installation, open a Btech ticket. This will require approval from Corporate AP Manager
STEP 1: Go ...
Fri, Dec 10, 2021 3:13 PM
Data Entry
There are three ways data can be entered into the index fields; Manual Entry, Single or Double Click Entry, and Custom Form.
Manual E...
Thu, Mar 18, 2021 6:34 PM
Fields
Vendor Information
The values for the Vendor Information section come from a Fuzzy database lookup on the Vendor flat file generated by CMiC....
Thu, Mar 18, 2021 6:34 PM
Rejecting an Invoice
STEP 1: To reject an invoice, right-click the document icon on the Batch Content panel and select “Reject”.
ST...
Thu, Mar 18, 2021 6:34 PM
Additional Info
Navigation Buttons
Open Batch – to start processing invoices Suspend Batch – to pause processing when closing the client...
Thu, Mar 18, 2021 6:34 PM
Gallagher Worksheets Process
Most information should be prefilled from Kofax Data extraction. AP Indexer will verify all information are correct and C...
Thu, Mar 18, 2021 6:34 PM
Exception Reroute
For invoice that can't be processed in Kofax, we have created an exception reroute. This will apply to Sub/Ret invoices or Other inv...
Thu, Mar 18, 2021 6:35 PM
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Thu, Mar 18, 2021 6:35 PM