If you are a shared services operation faced with year on year targets, this webinar will help you reduce your overheads, increase your productivity and first time match rate, and enhance the service you deliver you internal customers

1. Introduced by:

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© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

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© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

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© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

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© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

6. Simple, fast, efficient, secure
How to Drive Out 100% of Paper
Invoices and Move to Electronic

7. • Our Credentials
• Processes and Payments
• RBS Service & Benefits
• Our Approach
– Connectivity & data formats
– Supplier Conversion
– Data quality and enrichment
– Data storage
– Trust & security
– Training
– Supplier Adoption
• Summary

8. • Largest provider of Banking Services to medium & large businesses in the UK.
• Service over 1 million RBS & Natwest business customers
• Cash Management: £1 in every £3 in the UK
• Service: Number 1 in England, Scotland and Wales
• BACS: 40% market share in UK
• Credit card transactions: 48% market share in UK
• CHAPS: 33% of UK processing volumes
• SWIFT payments: 4th largest processor globally

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11. • Secure exchange of invoice data between trading partners over the Internet.
• Clean data is fed into buyers accounting systems for matching and payment.
BACSTEL-IP
Purchase orders
Credit Cards
Invoices
CHAPS, SWIFT
Credit Notes
Faster Payments.
Statements etc.

12. Question :
The traditional invoicing approval process,
could it be better?

13. Invoice creation
Invoice printed
Invoice posted
Invoice received, opened and
entered on to finance system
Contacts Supplier re.
discrepancies
Missing data entered into system
Invoice authorisation
Invoice submitted for payment
Invoice archived

14. Invoice creation
No printing required
No post necessary
Removes manual entry
Online query management
Automated Invoice Fix
Electronic Authorisation routing
Invoice submitted for payment
Automated archiving

15. • How many invoices does your organisation receive annually?
• Less than £100k
• £100 - £500k
• £500k
• Don’t know
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17. Authenticate
Validate
Enrich & Translate
Present
Archive
It’s simple, fast, efficient, secure

18. • It’s easy to use
• Delivers benefits immediately
• Now it takes minutes not weeks
• Transactions can cost less than a first
class stamp
• Remove manual errors and omissions
• It’s more secure than post

19. • Complete end to end service, manages your entire invoice process online
• Improves and optimises your working capital management
• Automatic validation accelerates invoice approval & settlement
• Improves visibility of invoices
• Reduces costs
• Helps reduce your carbon footprint
• Facilitates auto reconciliation of accounts
• Eliminates manual data entry and human error

20. • Is your business actively looking for an e-invoicing solution?
• Now
• Yes, in next 6 months
• Yes, in over 6 months time
• No
• Don’t know
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21. 1. Invoice
Management
2. Flexible
Payment
Choices
3. Liquidity
Management
E-invoicing enables greater control & visibility over your
working capital
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22. Question :
What has prevented the wider adoption of
e-invoicing in business ?

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24. • Accessible:
we’ve made user adoption easy
• Technology:
we can cope with all common data
formats
• Trust:
certainty and integrity are key
• Cross Border:
the only way for multi-nationals
• Registration:
we’re pro active with your suppliers
• Network:
we’re building a community

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28. Standard e-Invoicing
Approach
Volume of invoices your business processes today
AP team still
have to process % of
paper manually
E-Invoicing –
Ratio of suppliers
onboarded = volume
of e-invoices
Time

29. RBS e-invoicing
Approach: Remove paper
from day one
Volume of invoices your business processes today
1.) All Paper Invoices are
automatically redirected to
RBS document scanning
service from day 1
2.) RBS process and
convert all paper to e-
invoices
3.) e-invoicing : Increase
suppliers onboarded =
increased e-invoices
Our methodology
By scanning invoices, RBS can analyse ,
categorise and pre pre map suppliers
Time
invoices & therefore onboard quicker

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31. • Automatic checks by the hub
• Can be defined by customer
• For example; PO missing, dates, duplicates, will notify of rejected invoices
rejected
pass
exceptions

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34. • e-invoicing automatically stores your suppliers’ invoices data.
• You can now view all documents through e-invoicing
or your existing accounting systems.

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37. Security
• Our network is secure
• Data integrity is an inherent part of the service
• All suppliers requires authorisation
• We offer a pre-approved
supplier list import option
• Suppliers have a limited
access to the service

38. Protection & authentication
• We use digital signatures throughout
• We authenticate the origin of the sender of the e-invoice
• The e-invoice is protected from tampering
• We ensure that the correct person receives it
• Provides compliance with EU VAT directive
Invoice Document
RBS Trusted Network

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40. A service to match the technology
• Dedicated support function
• Dedicated implementation and project management team for every customer.
• Comprehensive service level agreement.
• Highly skilled technical support team on the help desk.
• Pro-active registration team.

41. • Comprehensive onsite training workshops for
all customers
• Adopt a train the trainer approach
• You have access to online training workshops
using remote desktop tool Webex
• Technical Resource on RBS
e-invoicing website
• User Guides, Datasheets, FAQ’s

43. What finance or ERP does your business operate?
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45. • Our Supplier Registration team manages the adoption
programs and updates the client on progress
• On boarding support complete the supplier setup
• Both teams provide training and guidance to suppliers
at each and every stage
• RBS advise suppliers of the guidelines
• The teams explain to suppliers what data they need to provide

46. • Free for suppliers to register and connect
• , as invoices will be
sent electronically instead of using paper invoices.
• We can process your invoices faster and therefore will be able to
• due to invoices going missing
or being sent to the wrong place.
• Easy way to
• invoices

47. We provide suppliers with a range connections options that allows them to send
e-invoices in a way that fits their accounting procedures and technical capability.
Document Scan
Webscreen Document Flip ebPrinter File Upload & Capture

48. • Virtual e-printer capability
• Printable document captured
• Content mapped into structured format
• Digitally signed at source
• Signed, Standard XML data submitted to hub

49. Once you’re set up and ready to receive electronic invoices, it
couldn’t be easier to connect suppliers.
Letters, emails, telephone scripts,
validation explanation
• Emails, telephone calls, seminars,
web demos
• Supplier Adoption Pack including FAQ’s,
datasheets, user guides

50. Your supplier registers with e-invoicing

51. Your supplier chooses their preferred connection option and sends
a test invoice
• Web screen/PO Flip
• ebPrinter
• Manual File Upload
• System to System
• Scanning

52. Supplier set up complete
Supplier set up
is complete
Your supplier can now start using
e-invoicing…no more paper!

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54. • We provide free access for suppliers
• We have existing relationships with customers
• We guarantee compatibility – any data in/out
• We offer complimentary services such as
Supply chain finance or payment options
• We are trusted in building large scale networks
• We provide proactive trading network adoption
• There are 5 flexible connection options

55. • Would Zero fees bring forward a decision to implement an e-invoicing
service?
• Yes
• No
• Don’t know
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56. • Demand is increasing year on year
• Opportunity to leverage the investment in ERP
• Customers recognise the savings available
• Return on investment is rapid
• Compliance is not a problem
• Why build when you can buy?
• Why wait?
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57. • Now possible to convert 100% of your paper invoices to electronic data from
day one ;our combined integrated approach makes this a reality.
• Suppliers don’t always provide the correct level of data a buyer needs ;
invoice fix provides a solution to this issue.
• Barriers to supplier adoption are removed,
– Providing a free service for all Suppliers
– Providing a range of flexible connection options
– Data enrichment
– Ease of use
• RBS has the service and support to remove 100% of paper from day one
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58. Questions please
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59. Coming soon at sharedserviceslink.com…
9th to 12th March 2009
All webinar attendees
receive a 30% discount if
they register by 29th
January. Please quote
WEB14
© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

60. Coming soon at sharedserviceslink.com…
Our E-Invoicing Series Continues!
www.sharedserviceslink.com
© 2009 sharedserviceslink.com Ltd. All rights reserved. Reproduction of this document or any portion thereof
without prior written consent from sharedserviceslink.com or the sources referred is forbidden.

61. +44 207 359 5355