AP Assignments
in Stampli Invoice Processing
Automatically route invoices based on custom criteria for efficient processing in complex organizations.
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How Stampli streamlines invoice routing with AP Assignments:
AP Assignments allows organizations with complex policies to automatically route invoices to the right users based on specific invoice characteristics, such as business unit, region, office, department, vendor, or any other custom criteria. This capability enables Stampli to accurately and efficiently handle invoices of any complexity while accommodating existing processes for minimal change management.
Managing complex invoice routing policies is challenging
Organizations with multiple offices, subsidiaries, locations, or invoice types often have complex policies for AP access and approval workflows. Maintaining and ensuring compliance with these policies requires time-consuming manual effort that is often prone to errors, especially when the rules for different invoice types are fragmented, poorly documented, or exist mostly as tribal knowledge. Most AP automation solutions struggle to support this complexity without intensive up-front rule design.
Stampli’s approach
Stampli’s AP Assignments provide unmatched flexibility to accommodate a company’s many invoice processes across a complex organizational structure. By automatically routing invoices to the right AP individuals, Stampli improves efficiency and control, and accommodates existing processes with minimal change management. With customizable assignments, user permissions, stages, and the ability to filter and report on invoices by assignment, Stampli provides greater visibility and flexibility in handling specific processes for any invoice type.
Key features
Create custom AP assignments
Define an unlimited number of assignments that match the company’s structure, such as by region, office, department or vendor.
Use AP assignments to pre-code invoices
Any invoice field, including custom fields, can be pre-coded with an assignment.
Assign AP assignments to users
Grant AP individuals access to one or more assignments, so they only have access to invoices relevant to them.
Email aliases for each AP assignment
Invoices emailed to the address are automatically assigned and each address can have predefined invoice fields.
Set user permissions
Control which users can view invoices, change coding, authorize payment, or modify assignments.
Filter by AP assignment
Easily view and manage all invoices from a particular assignment.
Create customized invoice stages
Place each invoice in its proper stage using assignments such as “attachment needed” or “approve timecard only”.
AP Assignments FAQ
How many custom AP Assignments can I create?
You can create and define any number of assignments to match your company’s unique organizational structure and needs.
Can I limit user access to specific AP Assignments?
Yes, you can grant AP individuals access to any combination of assignments dependent on their role. You can also configure which AP individual can change an invoice’s assignment.
How do email aliases work with AP Assignments?
Each AP assignment can have its own email address. Invoices emailed to that address are automatically assigned, and each address can have predefined invoice fields.
Is it possible to pull reports based on AP Assignments?
Yes, Stampli allows you to filter and report on invoices by assignment in addition to any invoice field and other criteria.
How does Stampli handle invoices that don’t have an AP assignment?
It is completely up to you to whether any or all invoices have an AP assignment. Stampli routes invoices that don’t match any predefined assignment to the appropriate coder to ensure they don’t slip through the cracks.
Learn more about Stampli's AP Assignments.
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