| Step | User Action | System Response | |------|-------------|------------------| | 1 | Upload a supplier invoice (PDF) | OCR extracts header & line items → creates invoice record. | | 2 | View matched PO (auto-linked by PO#) | Shows match status: “PO match – within tolerance”. | | 3 | Submit for approval | Workflow routes to cost center manager. | | 4 | Approver opens email notification & clicks “Approve” (mobile) | Invoice status → “Approved – Ready for ERP”. | | 5 | Open AP dashboard | See real-time metrics: avg approval time 1.2 days. | | 6 | Sync to ERP (demo mode) | “Voucher created in NetSuite – ID: 12345”. |
: Explains how approved invoices are routed to the AP team for final review and prepared for payment via ACH, check, or credit card. Key Features Highlighted concur invoice self guided demo