OnBase Deltek Costpoint Integration

Hyland OnBase Software from ISSI

By leveraging intelligent capture and workflow automation with the AP automation solution, IAConnect, for Deltek Costpoint users, Hyland helps AP organizations reduce manual work effort and improve process controls for more efficient invoice processing.

Benefits of OnBase Deltek Costpoint

  • Automatically capture invoices via multiple formats including paper, fax, email and EDI
  • Workflows automatically route invoices for issue resolution, review and approval, notifying key stakeholders along the way
  • Quickly retrieve invoices, goods receipts, packing slips, check images, vendor contracts and even historical correspondence directly from the Costpoint screen

Increase Visibility Across AP Processes

Hyland’s integration with Costpoint provides the following visibility and reporting capabilities across your AP processes:

  • Real-time dashboards provide managers with insight into the current status of invoice processing
  • Capture and store all documentation in one system, allowing staff to surface the content they need directly from the Costpoint interface
  • Maintain a complete audit trail for each invoice, capturing users’ actions and status changes. All audit history can be viewed at any time

The integration also features approval processing and routing functionality to automate reviews, approvals and tracking for:

  • Purchase requisitions: Includes electronic forms for entry of key requisition details prior to routing for approval processing.
  • Vendor management and portals: Gather billing information electronically and provide vendors and subcontractors with self-service access to information.

Contact us speak with an ISSI representative to find out how your organization can benefit from IAConnect.

Contact us to learn more about OnBase Deltek Costpoint Integration