• OpenKM CE for invoice digitalizing

  • We tried to make OpenKM as intuitive as possible, but an advice is always welcome.
We tried to make OpenKM as intuitive as possible, but an advice is always welcome.
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 #43694  by labasus
 
Hello community,

is it enough to use OpenKM community edition for these needs:
1) Automatically import some info from external DB (clients info, VAT, address and etc.);
2) Automatically receive invoices by email in PDF format only (if possible to recognize the detail lines/products - would be great);
3) Recognize invoices and mark processed invoices with auto archive by date;
4) Automatically or manually start the business workflow based on company structure and recognized information (linked with a client info): to approve or deny invoices;
5) If approved - to make some inserts to the external database with recognized invoice information;
6) If deny - the workflow task will return to the manager.

If not suits CE - please contact me to discuss if you could help me with implementation.
 #43710  by jllort
 
Trying to answering:
1) Automatically import some info from external DB (clients info, VAT, address and etc.);
Easy.
2) Automatically receive invoices by email in PDF format only (if possible to recognize the detail lines/products - would be great);
Not possible. You can use application in front to capture PDF + CSV and then process into.
3) Recognize invoices and mark processed invoices with auto archive by date;
Code: Select all
Does not have document recognition feature
4) Automatically or manually start the business workflow based on company structure and recognized information (linked with a client info): to approve or deny invoices;
Need more explanation, because I can not exactly imagine a single screen based in your explanation
5) If approved - to make some inserts to the external database with recognized invoice information;
Code: Select all
Easy
6) If deny - the workflow task will return to the manager.
Code: Select all
Easy
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OpenKM is part of the management software. A management software is a program that facilitates the accomplishment of administrative tasks. OpenKM is a document management system that allows you to manage business content and workflow in a more efficient way. Document managers guarantee data protection by establishing information security for business content.