Processes

Week 3 of 6
All processes
Process · P2P · India

Vendor Invoice Intake

Trigger: Email from vendor with PDF/Word invoice · Owner: Aanya Sharma
Monthly volume
3,000
Hours / month
400
Classification
AI-Assisted
Status
mapped
Process steps
#
System
Actor
Input → Output
Manual
Decision
Exception
1
Email
Aanya Sharma
PDF/Word invoiceRead invoice
M
2
NetSuite
Aanya Sharma
Line itemsDraft invoice record
M
3
NetSuite
Aanya Sharma
Vendor masterMatched vendor or chase
M
Y
Half of vendors not properly set up; manual chase to buyer
4
NetSuite
David Reilly
Draft invoiceApproval
M
Y
Auto-rendered process flow
Email
Aanya Sharma
NetSuite
Aanya Sharma
NetSuite
Aanya Sharma
NetSuite
David Reilly
Current state

AP receives invoices via email; Aanya manually copies line items into NetSuite. Vendor master gaps cause chase-the-buyer cycles.

Future state

AI extracts line items and proposes vendor match; AP confirms in <30 sec/invoice.

Exceptions
Step 3 · NetSuite
Half of vendors not properly set up; manual chase to buyer