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DocuWare > 实例探究 > Propel Schools 利用 DocuWare 简化发票审批流程
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Propel Schools Streamlines Invoice Approval with DocuWare

技术
  • 应用基础设施与中间件 - 数据交换与集成
适用行业
  • 教育
适用功能
  • 商业运营
服务
  • 系统集成
挑战
Propel Schools 是一家非营利性特许学校联盟,其发票审批流程面临挑战。联盟中的每所学校都订购和接收自己的用品,但审批由中央商务办公室处理。发票、装箱单和采购订单通过办公室间邮件发送到那里进行处理。会计部门将采购订单和装箱单与每张发票进行匹配,并复印需要审批的发票。然后,这些文件又通过办公室间邮件发送以供审批。许多发票需要多次审批,因此文件经常在各个办公桌之间传递。这个过程既耗时又低效,导致发票审批和付款延迟。
关于客户
Propel Schools 是一个非营利性特许学校联盟,为宾夕法尼亚州西部的 4,000 名学生提供服务。该联盟运营着 13 所特许学校,每所学校都专注于技术集成和创意艺术,位于匹兹堡及其周边地区。这些学校自行订购和接收用品,但审批由中央商务办公室处理。会计部门将采购订单和装箱单与每张发票进行匹配,并复印需要审批的发票。然后,这些文件将通过内部邮件发送,等待审批。许多发票需要多次审批,因此文件经常在各个办公室之间传递。
解决方案
Propel Schools 实施了 DocuWare 来自动化其发票审批工作流程。每所学校的工作人员将他们的文件扫描到 DocuWare 中。会计部门在线访问文档并进行三方匹配。然后,他们迅速将发票发送出去进行审批。自动化还可以在其他方面节省时间。会计人员不再致电各个学校来追踪“丢失”在某人收件箱中的发票。效率得到进一步提高,因为参与工作流程的每个人都可以在线查看支持文档。过去,所有文档都存储在只能在中央商务办公室访问的物理文件中。有了 DocuWare,发票就再也不需要重新复印和重新发送了;只需快速的电子邮件提醒即可推动流程的进行。
运营影响
  • The benefits of automation are felt in every step of the accounts payable process. When Business Manager Darryl Robinson signs checks, he also references supporting documentation in DocuWare. This has eliminated a mountain of paperwork.
  • Vendor calls to request information about a payment can now be answered immediately since the staff has complete information at their fingertips, including when a shipment was ordered, received and paid for.
  • DocuWare also integrates seamlessly with CSIU, their highly specialized accounting solution used in school districts in Pennsylvania as well as with other internal systems.
数量效益
  • Approval time has dropped from up to two weeks to just a few days.
  • Reduced time to process from four hours to less than one.
  • Finding information would have taken as long as 15 minutes per request. Today, the staff can use that time for more proactive tasks.

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