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Invoice Processing Workflow

Optimise and automate invoice processing activities to reduce the cost of Accounts Payable while increasing control and visibility

Baltzar Invoice

Clarity Square is a Gold partner of Pallette ( – a provider of market leading purchase to pay solutions.  Palette’s Baltzar product set provides an end to end purchase to pay solution via its market leading (refer to ‘about Palette’) Baltzar product set.

Baltzar Invoice provides a controlled environment to manage and automate invoice processing. 

How It Works

Supplier invoices arrive in paper or as an electronic Invoice. Where paper, the invoice may be scanned and captured by your company, or by our outsourced invoice scan and capture service.  The captured and validated invoice data and image is then transferred to Baltzar Invoice.

Paper invoices and electronic invoices are processed in exactly the same way in the authorisation system.  Once uploaded, if the invoice relates to a purchase order, an attempt will made to automatically match the invoice to the appropriate receipt / purchase order.  If the invoice does not reference a purchase order, it will be routed to the appropriate person in your organisation for coding and approval.  All exceptions generated from the process are managed within workflow that provides the customer with full visibility and control of the invoice throughout its lifecycle.

  • Coding – no PO invoices can be coded and automatically validated
  • Authorisation – workflow and coding rules ensure the invoice is approved by the appropriate person
  • Matching – where invoice quotes a PO, the invoice can be matched automatically against the correct receipt / PO
  • Exception Management - any exceptions from the matching / coding process are managed within workflow
  • Coding Templates – for recurring non PO invoices, coding templates can be created that automatically allocate the appropriate financial codes to the invoice
  • Retrieval – invoices can be easily and quickly retrieved, allowing internal and external queries to be responded to efficiently
  • Auto Alerts – workflow triggers ensure process bottlenecks are reduced, ensuring efficiency throughout the process
  • Management Information – readily available, real time information provide management with complete visibility and control of P2P process
  • Integration – solutions for over 50 applications allow for seamless integration to backend finance / purchasing applications

If you receive more than 20 invoices per week, Clarity Square can help you reduce the cost of invoice processing while increasing the controls, compliance and visibility of commitment.  Request more information here.