Service Level 1 - Customer Self Service Portal & Invoice Presentment
• Direct Insite supports a robust electronic invoice
presentment and payment (EIPP) customer self-service
portal whereby customers can access their invoices,
statements, credit memos, disputes, and payment history
status on a 7x24x365 basis without calling your Accounts
Receivable call center.
• Customers can self-register and maintain their
user login credentials via the Direct Insite customer
self-service portal.
• Direct Insite supports natural language' requirements
across 15 language templates, including double-byte
compatibility.
• Decision-tree support and on-line help provide
customers with self-help solutions to their inquiries.
Service Level 2 - Customer Self Service Dispute Processing & ePayment
• Customers
can review their invoices and issue online billing inquiries
at the invoice or line item levels. Dispute requests
are routed via workflow back to the dispute management
organization for review and resolution.
•
Online dispute history views display the status
of the dispute request.
•
Customers can schedule and pay one-to-many invoices
via Direct Insite's ePayment capability. Direct Insite
supports the disbursement of payments via ACH or commercial
card/credit card.
•
If payments are made via Direct Insite, Direct
Insite synchronizes payment remittance information with
the ERP Accounts Receivable system(s) of record.
• Pay-side
workflow review and authorization business rules are
highly configurable.
Service Level 3 - AR Invoice Preparation & Compliance Validation (N-Way Matching)
•
Accounts Receivable billing administrators can
perform bill preparation functions such as 1) flipping
a sales order or purchase order into a preliminary bill,
2) line item invoice adjustments and editing, 3) invoice
consolidation, and 4) invoice review/release processing.
• Automated
compliance validation (n-way matching) streamlines the
reconciliation of invoices, quotes, purchase orders,
materials releases, certificates of acceptance, and
other business documents resulting in exceptions being
routed for efficient workflow resolution. Billing administrators
are notified of bill preparation non-compliances and
can perform proactive workflow-based billing adjustments
prior to finalizing and submitting/resubmitting their
invoices to the customer for payment.
•
Direct Insite supports workflow configuration
and routing within both the Accounts Receivable invoice
preparation process (invoice review and release) and
within the customer's accounts payable invoice review
and authorization for payment process.
•
Attachment compliances can be configured such
that supportive attachments can be distributed with
the invoice (receipts, agreements, purchase orders).
Business Metrics & Reporting
• Internal
finance managers can closely track and analyze cross-sell
and up-sell trends as well as review cash disbursement
& payment patterns across customers.
•
Customers can perform self-reporting functions
such as usage reporting, 30/60/90 overdue reporting,
and other self-reporting functions.
