unisearch Accounts payable smartlink

Southeastern Data and Comsquared, Inc. are pleased to announce the first of many enhancements to UPN/UNISearch SmartLinks. 

This enhancement to the Accounts Payable SmartLink adds three features that many of you have been asking for.  They include:

• Automatic capture of every Purchase Order generated by the UPN system.  All you do is print the Purchase Order, and a copy is automatically sent to UNISearch.  UNISearch automatically indexes the PO by Vendor Name, Vendor Number, PO Number and PO Date

• Viewing of Purchase Orders stored on your UNISearch system directly from UPN’s Vendor Inquiry screen.  In UPN, you can look up vendors by name or number.  After displaying the vendor information UPN provides a “View – Imaging” selection to display the purchase order.

• Viewing of Vendor Invoices stored on your UNISearch system directly from UPN’s Invoice Inquiry screen.  In UPN, you can look up invoices by specific vendor or specific invoice.  After UPN displays the invoice information, UPN provides a “View – Imaging” selection to display the vendor’s invoice.

Are you tired of filing and matching vendor invoices and AP checks, then having to retrieve and re-file them every time a vendor calls or you need to do research on a project? 

   With UPN – UNISearch Accounts Payable SmartLink, paper filing of purchase orders and vendor invoices is a thing of the past.  And you don’t even have to do any indexing for purchase orders or scanned invoices and packing slips!  The UPN – UNISearch Accounts Payable SmartLink does most of the work for you.

When you print the purchase order, UPN automatically sends an electronic copy to UNISearch.  UNISearch automatically indexes the PO by vendor number, vendor name, your PO number and date and saves it for as long as you wish. 

When you want to view the PO, just go to UPN’s Vendor Help screen, key the vendor number or name,  click on “View” + “Imaging” and the UPN – DocLink/XL SmartLink will display a list of all PO’s in UNISearch for that vendor. Click on the PO you want to view, email, print or fax, and you’re done!

When it’s time to enter vendor invoices into the UPN accounts payable system, the details of each invoice, including vendor number, vendor name, invoice number, invoice date and invoice amount are automatically sent from UPN to UNISearch when you click on the “Submit” key.  At invoice scanning time, the UPN - UNISearch AP SmartLink automatically indexes each vendor invoice and any attachments by vendor name, vendor number, invoice number, invoice date and invoice amount.  All you have to do is run the invoices through the scanner!  UPN and UNISearch take care of all the tedious tasks for you.

All document look-ups to answer vendor or auditor requests can be done right from your PC using the UPN – UNISearch AP DocLink/XL SmartLink.  To view invoices, go to the UPN “Invoice Detail” screen…

Enter the transaction you want to view and click on the “View Imaging” button.

The UPN – UNISearch DocLink/XL SmartLink automatically displays the vendor invoice along with the attachments you want to view.  It’s that easy!  And if you need to email or fax the invoice, just click on the “Send” button in DocLink/XL to select the method you want.

At check printing time, UPN automatically sends an electronic copy of the check to UNISearch for you.  You no longer need to print a second copy …. which amounts to significant printing cost savings.  Additionally, the Accounts Payable SmartLink automatically matches the check with every invoice paid by that check.  No more tedious manual check/invoice matching!  No more paper vendor files!  

And to view the check, just key in the check number and DocLink/XL will display it for you.  If you have to print, fax or email it, it will look just like your original….but with a “non-negotiable” stamp.  We’ve thought of everything to streamline your accounts payable functions.