Ascend AP integrates with Pagero to process digital invoices like any other document, but with certain editing restrictions to ensure compliance with e-invoicing mandates. All digital invoices are eligible for Touchless Processing.
How Digital Invoice Processing Works
When Ascend AP receives a digital invoice, it reads the invoice XML file and automatically populates the invoice details onto the document entry page. This is true even if not all of the PO lines are automatically paired.
Ascend also applies your default Workday information to the invoice, including supplier-related worktags, supplier default worktags, and spend categories.
To make sure your documents are compliant, the following editing options are not available for digital invoices:
- Using Document Rules
- Adding, deleting, or duplicating lines
- Using previous lines
- Editing lines in the Line Workbench
Creating Reports for Digital Invoices
You can use Advanced Search to search, filter, and create reports for digital invoices. To create a report specifically for digital invoices, make sure to filter by the Source field and enter "Pagero" as the source value. All digital invoices processed through Ascend AP have 'Pagero' as their Source.
Digital Invoice Storage
When you submit a digital invoice to Workday, Ascend AP automatically saves a PDF copy of the invoice to your Workday instance. For auditing and compliance purposes, Ascend keeps a copy of the source and target files and records any changes made to the invoice.
Comments
Article is closed for comments.