Workflow Control Panel
Manage and monitor each invoice processing workflow
Master Automation
Toggle all workflows on or off
Create Invoice with PO
For vendors like SaiPress, Jalaram, Abirami — receives email with PDFs + consolidated Excel, creates GRN on P2P, then creates Invoice with PO matching. Handles CGST/SGST or IGST based on delivery location.
Example: SaiPress (INV 84-104)
Single Line Item — Create Invoice
For service vendors like Smartech Message Broadcast — no PO required. Creates invoice directly on P2P with account head, WHT code, business place, and cost allocation. Agreement-based validation.
Example: Smartech Message Broadcast (INV 270111972)
Bulk Invoice Uploader
Batch process ~20 invoices from a single vendor email. Parses consolidated Excel with all line items, validates each, and creates invoices in bulk on P2P. Primarily for archival and printing vendors.
Example: Multiple Printing Vendors (Batch of 20)
Workflows process emails automatically once enabled. The system monitors Outlook inbox every 2 minutes for new vendor emails. Disable a workflow to pause processing — all pending emails will be queued until re-enabled.
Query & Rejection Handling: If an invoice is rejected by the checker on P2P (e.g., amount mismatch, wrong narration), the system will detect the rejection, log it in Activity, and optionally notify via email. Manual re-submission may be required.