FormStormInvoiceProcessingwebinarpresentation
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Some of Our Customers Worldwide
Page 1, February 2008
Form Processing that Works™
www.charactell.com
FormStorm Enterprise
The Invoice Processing Dilemma
Sheri Pilgrim, Paz Kahana
Notice! New Call Information:
Phone Number: 605-772-3434;
Access Code: 183-086-055
Page 2, February 2008
Form Processing that Works™
www.charactell.com
FormStorm InvoicesEX
including BillForm
Traditional Form Processing
The Challenge of Invoice Processing
Demonstration
Summary and Q&A’s
Page 3, February 2008
Form Processing that Works™
www.charactell.com
FormStorm InvoicesEX
including BillForm
Traditional Form Processing
Page 4, February 2008
Form Processing that Works™
www.charactell.com
Traditional Form Processing
Paper
Template
Data
$,1,569128312
$,2,601231485
$,3,2056130
$,4,58501
$,5,2114631
$,6,5819234
$,7,5925809
Page 5, February 2008
Form Processing that Works™
www.charactell.com
Traditional Form Processing
Data from fields to database
Fixed form structure
Prior form knowledge
Limited form library
Form cleanliness
Template setup needed
But processing is faster
Page 6, February 2008
Form Processing that Works™
www.charactell.com
Key Steps in Workflow
1
Documents
Forms
2
Scan
Document Scan
Application
3
OCR/ICR
Recognition S/W
Forms received, sorted, and prepared for scanning
Forms scanned using a high speed scanner
Images transferred to FormStorm for processing
4
Verify
Data Repair and
Corrections
Data is verified and corrected in FormStorm
5
Export
Format and Export
to Host
Page 7, February 2008
Verified data is exported and uploaded to mainframe
Form Processing that Works™
www.charactell.com
FormStorm InvoicesEX
including BillForm
The Challenge of
Invoice Processing
Page 8, February 2008
Form Processing that Works™
www.charactell.com
Invoices - Same Data; Different Scope, Forms
Page 9, February 2008
Form Processing that Works™
www.charactell.com
Invoices Trade-Off
Templates: faster, accurate
Templates: too many, unknown, impractical
Page 10, February 2008
Form Processing that Works™
www.charactell.com
The General Invoices Approach
Unknown invoice variations
Too many vendors, possible layouts
Creating templates (setup) not feasible
Our solution:
80-20 – Only most common for template
First, Template – Template is tried first
Second, General - General invoice next
Third, Click – Exceptions via fast clicking
Balance between automated and practical
Page 11, February 2008
Form Processing that Works™
www.charactell.com
General Invoice Parameters
Language definition
Invoice
Rechnung
Factura
חשבון
General invoice fields
Invoice number
Invoice date
Invoice total
Purchase order #
Vendor name
Table item fields
Item description
Item quantity
Item price
Item amount
Page 12, February 2008
Form Processing that Works™
www.charactell.com
FormStorm InvoicesEX
including BillForm
Demonstration
Page 13, February 2008
Form Processing that Works™
www.charactell.com
FormStorm InvoicesEX
including BillForm
Summary and Q&A’s
Page 14, February 2008
Form Processing that Works™
www.charactell.com
Next
CharacTell Invoice Processing technology is widely installed & used
Evaluation software available: www.charactell.com/FormStormDownload.html
Support: [email protected], live site chat (when available)
Other questions and requests:
North America contact:
Sheri Pilgrim
[email protected]
770-965-0464
Page 15, February 2008
ROW contact:
Amos Attar
[email protected]
Form Processing that Works™
www.charactell.com
Thank You for Your Interest and Time!
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Page 16, February 2008
Form Processing that Works™
www.charactell.com