Automating your accounts payable department is a big step, one that can help your company improve invoice processing and save money. As more and more companies go digital and automate their business processing, it’s time to move automation for AP and other departments to the top of your priority list. Even if automation is something you want to get started with as soon as possible, you don’t want to rush into it. Many of today’s automated systems can be implemented very quickly and that might make it tempting to rush through getting things digitized. However, you’ll get the most value out of your new software if you spend a little extra time prepping for the switch to automation. To make sure the transition goes smoothly, there are some key questions you should answer before going ahead with automation. Asking and answering these questions will help ensure you get accounts payable automation right the first time.

1. 30+ Questions to Evaluate
Automated Accounts Payable Solution
Delivering the Future of Work Experience
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2. How do you know which Accounts Payable Solution is the best fit for your organization?
Ask these key questions from 11 criteria when comparing AP automation solutions:
1. Invoice Receipt
2. Invoice Processing & Approvals
3. Analytics
4. Performance Management
5. Program Management & Strategy
6. Payment & Remittance Processing
7. Discount Scheduling
8. Customer Support / Help Desk
9. Integration
10. Maintenance
11. Implementation
2
INTRODUCTION
Remember, you’re making an investment on a product that should grow with your business. Don’t settle if
it’s not the best fit.For further reference : https://aavenir.com/accounts-payable-automation-software-
invoice-processing-servicenow/

3. Invoice Receipt
1. Does your solution support both PO and Non PO Invoice submission? Can we control what
suppliers can send Non PO Invoices?
1. Does your solution have a network for enabling suppliers to receive POs and submit back
Invoices?
1. Can we implement our own invoice validation rules in order to assure a clean invoice is
submitted by the suppliers?
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Invoice Processing & Approval
1. Does the solution provide configurable workflow for the purpose of invoice processing? Please
describe the key features.
1. Does your solution support both Receipt and PO Matching for a 3 Way Match?
1. Can we configure our own reconciliation rules in the Admin UI?

4. Analytics
1. Is there an AP Dashboard for easy viewing and prioritization of Invoice Activity in the tool?
1. Does the solution provide a dashboard to monitor AP performance? Please describe the key
features.
1. What standard Key Performance Indicators (KPIs) does the solution provide?
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Performance Management
1. What standard Discount and Payment Reports are available?
1. Please describe the discount results you have been able to achieve for 3 net new customers
you have obtained for your discounting solution within the last 12 months. Please provide the
name of the customer if possible.

5. Program Management and Strategy
1. Please provide an overview of any adoption or strategy services provided by your
organization as it relates to existing supplier/term analysis, supplier segmentation and
implementation of the technology associated with your solution.
1. Do suppliers have access to a portal where they can review and initiate requests for early
payment?
1. Can suppliers view invoice status and payment remittance advice from your solution in order
to eliminate calls to us?
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Payment and Remittance Processing
1. Can payment be handled out of our AP system and/or through your system?
1. Does your solution support electronic remittance advice submission to suppliers and back to
our ERP solution to complete the transaction?

6. Discount Scheduling
1. Does your solution support invoice payment scheduling once the invoice is approved in your
solution?
1. Can we default Payment Terms that are stored in your system to assure the most opportune
payment and discount schedule is used on each invoice?
1. Does your solution support standing sliding scale payment terms discounts where a fixed APR is
used to calculate the face value discount based on when the Invoice is approved anywhere
in the Net Pay window?
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Customer Support/Help Desk
1. Please describe your support offerings for both buyers and suppliers using your tool.
1. Global support provided?
1. Location of customer support offices

7. Integration
1. Standard support/maintenance policy (attach if necessary)
1. To what extent do you provide application maintenance?
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Maintenance
1. Please specify the ERP and back-end systems your application supports.
1. Is there a standard integration framework? Please describe.
1. Ability to support SOAP Web Services – please provide list of services and payload structure

8. Implementation
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1. Please describe your implementation services, including program management, site
configuration, deployment options, and test/go live process (attach if necessary).
1. Dedicated project manager provided?
1. Implementation services provided by staff or third party?

9. Onward and Upwards
with Aavenir!
Thank You !
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