Invoice Processing & Payment Initiation

Invoice Processing & Payment Initiation

Use Case Description

Invoice will come through email
Email may have one or multiple invoices
Invoices will be in four different languages (mostly in Dutch): English, Dutch, German and French
OCR is expected to extract different fields from the invoices
OCR must auto-fill values based on lookup tables
OCR must trigger a workflow with business user to correct the values in case of any exceptions
Update the data in a working excel file maintained by business
Create a cover sheet for each invoice
Combine cover sheet and invoice together as a single pdf file
Route both for approvals
Upload the final sheet in SAP under the specific t-code
Send the final pdf file to the SAP team for payment processing

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: Finance

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath Document Understanding, UiPath Orchestrator, UiPath Task Capture

Other applications that were used: Excel, PDF, Word, Outlook, Abby Flexi Capture, Shared Folder, Share Point

Other resources: HITL, Long-Running Workflow and Action Center

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency