Invoice Processing
EZ Cloud automates the invoice processing lifecycle from receipt to approval. This section covers how invoices flow through the system.
Processing Lifecycle
| Stage | Description |
|---|---|
| Capture | Invoices enter EZ Cloud via email, portal, upload, or scanner |
| Extraction | AI extracts header and line item data from invoice documents |
| Validation | Data is validated against business rules and supplier records |
| Routing | Invoices are assigned to approval queues based on rules |
| Approval | Approvers review, edit, and approve or reject invoices |
| Export | Approved invoices are exported to your ERP or financial system |
Documentation
Invoice Capture
How invoices get into EZ Cloud—email, Supplier Portal, manual upload, and scanner integration.
Invoice Approvals
Review, edit, and approve invoices. Choose your edition:
- Invoice Approvals (Essentials) - Standalone invoice workflow
- Invoice Approvals (Enterprise) - ERP-integrated workflow with PO matching
Key Features
- AI-Powered Extraction - Automatic capture of invoice headers and line items
- Smart Matching - PO matching and three-way match validation
- Exception Handling - Streamlined workflows for resolving issues
- Batch Processing - Process multiple invoices efficiently
- Audit Trail - Complete history of invoice actions and changes