We use QuickBooks Enterprise Solutions Desktop - Contractor 21.0
Does anyone know of a good AP workflow automation software that installs locally and stores invoice images locally? I have looked at Bill.com, Centsoft, Stampli, MineralTree, AvidXChange, Beanworks and all have fallen short of what I am looking for.
I am used to software like Sage Paperless and Timberline Paperless
This is my preferred process (all performed inside AP software)
Scan in batches of invoices into AP Software (one file)
Go through & quickly separate the batch file into individual invoices (typically by just clicking the spacebar)
Switch to coding screen
Code invoices and then click submit
Then various rules are automatically ran in background to assign approvers based on job #, vendor #, Invoice $$, etc.
Invoice then routes through all levels of approvals
Once highest level of approval has been completed, then invoice is ready for payment
Below is a list of problems I ran into with the above listed providers (bill.com, stampli, etc.)
Not able to automatically route based on project manager assigned to job
Only registered "users" of AP software can see images of invoices when clicked within QuickBooks Desktop
Cannot upload batch pdf files with multiple invoices, which we would later tell the AP software where to separate pdf into separate invoices
Cannot store images on our own server
Cannot pull project manager assigned to specific job in QuickBooks desktop into AP Workflow software and assign as an approver
AvidXchange had 24 to 48 hour turnaround, which is crazy
Under Categories, you can click on Business Function, then select Accounts Payable. This will filter out the list of apps you can use for this specific concern. Check the apps, and see which one works for you.