B2BE’s Document Processing workflow enables organizations or third parties to manually key in data from PDF-based documents when automation or EDI integration is not feasible. This solution supports flexible document capture, validation, and indexing, making it ideal for suppliers without EDI capabilities or for handling non-standard documents. It integrates seamlessly with B2BE’s broader Document Management suite and ensures full auditability and control.

Features

• Manual Document Capture: Allows PDF documents to be uploaded and manually keyed based on data capture requirements.
• Cloud-Based Access: Easily accessed via the Web Portal with intuitive interfaces for document keying and indexing.
• Third-Party Input: Enables suppliers or external users to input invoice data directly into the system when EDI is not supported.
• Configurable Workflows: Any document type can be routed through the workflow for manual processing, tailored to business needs.
• Rules and Validation: Ensures data accuracy through configurable rules and validation logic to prevent downstream issues.
• Linked Documents: Supports linking to preceding documents (e.g., linking a supplier invoice to a purchase order) to auto-populate fields and reduce manual effort.
• Audit and Control: Maintains a full audit trail of all actions taken during document processing for compliance and traceability.

Benefits

• Flexibility: Accommodates non-standard or non-automated document formats, ensuring no document is left out of digital workflows.
• Improved Accuracy: Validation rules reduce errors and ensure high-quality data entry.
• Supplier Enablement: Offers a practical solution for suppliers who cannot support EDI, improving onboarding and collaboration.
• Operational Continuity: Ensures document processing can continue even when automation is not possible.
• Compliance and Transparency: Full audit trails provide visibility into every step of the document handling process.