Kofax Validation Client
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
Kofax Data Entry
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
Kofax Data Fields
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
Kofax Reject Invoice
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
Kofax Additional Info
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
Kofax Insurance Worksheets
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
Kofax Exception Reroute
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
AP Process Workflow
Note: For a more clear view, right click image and open in a new tab.
Thu, Mar 18, 2021 6:35 PM