SearchExpress/Invoice is used to capture emailed invoices, scan paper invoices, and route invoices for approval and search.
You can also use SearchExpress eForms to generate and approve purchase requisitions and purchase orders.
What's It Used For
SearchExpress lets you capture, OCR, workflow, approve and search your invoices.
No more sifting through filing cabinets and drawers of paper to find what you are looking for. Then, if you need to email or print an invoice, it's just a click of your mouse.
Make Documents Omnipresent
In addition to searching from your desktop PC, you can search from your iPad, iPhone or Android.
This means you can access your documents wherever you are, including while you are out in the field.
With SearchExpress, when a vendor calls regarding the payment status of an invoice, you can instantly see where the invoice is in the approval and payment process, saving time for AP personnel.
You just search and instantly find a document. Then, if you need to email, fax, or print a document, it's a click of your mouse.
"SearchExpress offers an affordable solution that doesn’t require any consultant to install it.
"Its features exceed those of the high-priced alternatives and with friendly and supportive service it is easy to put in production.
"Users like the simple interface and we like our new ability to centralize this process and reduce costs while at the same time taking admin work off our field managers.
"SearchExpress is a great application for approving invoices.”
Steve Davenport, Project Manager
Randstad Professionals, US
Randstad is the second largest staffing firm in the world.
Find Out More
Here's One Way SearchExpress Can Work
You can import invoices using PC, tablet or smartphone.
You can capture and index emailed invoices from Outlook, Gmail, Office 365 and other sources.
SearchExpress uses machine learning to train itself to recognize the invoice number, date, vendor name and other data on invoices.
SearchExpress can OCR floating fields, like a "Total Amount” field that floats up and down a page, depending on how many line items are above it.
SearchExpress can use the From email address to identify a Zone OCR template to zone OCR the data on an attached invoice.
Emailed invoices can be automatically routed based on the From email address.
You scan invoices received by mail.
You can use drag and drop to import invoices you download from vendors.
You can use SearchExpress eForms to snap pictures of receipts with a smartphone and the receipts are routed to the appropriate manager for approval.
You can use eForms to generate purchase requisitions and purchase orders.
You can route invoices and purchase requisitions to different managers for approval, by choosing the manager's name from a pick list.
Also, you can define business rules to automatically route invoices. For example, all invoices could first go to the Project Manager for approval, with only invoices over $5,000 next going to the CFO for approval.
Each manager can use their web browser to see an approval workflow "inbasket" of all invoices that await their approval.
Also, each manager can automatically be sent an email for each invoice, and approve the invoice from their iPhone, Android, iPad or PC.
The managers can indicate their approval by clicking the Approved button after reviewing the invoice. They could also enter comments and one or more cost codes.
SearchExpress can share data with your AP, billing and other systems. For example, when you pay an invoice, SearchExpress can read the Date Paid and Check Number from your A/P database and write this data to the SearchExpress database.
To search for invoices, you use your browser and type in the vendor name, invoice date, invoice number, check number, or other identifying information.
Approved can be stamped on the image of fully-approved invoices.
You can make notes on invoices.
Duplicate invoices can be blocked.
SearchExpress can show if there is a matching packing list (receiving report) and PO.
You can view your invoices directly from your A/P software, including Oracle eBusiness, PeopleSoft, Microsoft Dynamics (Great Plains), Sage and Quickbooks. Just highlight the invoice number to display the imaged invoice.
For invoice scanning software search features, click here.