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Controlling Invoice Processes in SAP: 5 Features That Prevent Bottlenecks
The invoice has arrived in SAP, its data has been captured, and it is now in the system. But where does it stand right now? Who is working on it? What happens if the responsible colleague is on holiday or off sick? And which payments are due from your company in the coming days?
The SAP Cockpit in inPuncto biz²DocumentControl gives you a control center for the entire invoice process, helping you speed up and simplify your invoice workflows significantly.
1. Track Status and Take Action Directly
In the Cockpit, you filter invoices by your own criteria, for example by date of receipt, to display all documents received today. Frequently used filters can be saved permanently, so your preferred view is available with a single click. You can also customise the table view by showing, hiding or adding columns.
At a glance, you can see which processing stage each invoice is at, whether just received, ready for posting or already posted, and who is authorised to process it. From the menu bar, you can take action directly from the overview: display, approve or post invoices, and check whether an invoice has already been paid or reversed. The actions available to you depend on your SAP authorisations.
What this means for you: You spot bottlenecks immediately and act without detours, flexibly and with full control.
2. Rerouting Invoices During Absences
If a colleague is ill, on holiday or overloaded with tasks, you can forward individual invoices or entire groups of invoices to another user in just a few clicks. You can also send a reminder email directly from the Cockpit, for example asking for processing to be completed by the end of the week.
What this means for you: The invoice process continues without delays. Payment deadlines and early payment discounts are secured.
3. Distribute Workloads Across Your Processing Team
The “Work Queues” overview shows your entire processing team and lets you check in detail how many invoices are currently with each processor. Bottlenecks become visible early, and work can be distributed evenly across the team.
What this means for you: You structure internal workflows proactively instead of reacting only once delays occur.
4. Plan Liquidity Ahead
A separate, dynamic liquidity report (pivot) shows the upcoming payment volume, the underlying accounts and which items are due soon. If a high cash outflow is expected in the coming days, you can prioritise specific invoices accordingly.
What this means for you: Invoice processing becomes the basis for well-founded payment and liquidity decisions.
5. One Click to the Open Purchase Order
Invoices with open purchase orders are clearly identifiable in the Cockpit. A click on the purchase order number takes you straight to the corresponding purchase order in SAP, with no searching and no detours.
What this means for you: You resolve queries about purchase order references and discrepancies in seconds.
From Automated Receipt in SAP to Active Control
While the SAP inbound email processing server biz²ScanServer ensures that your invoices arrive in SAP automatically and regardless of format, the SAP Cockpit in the workflow management tool biz²DocumentControl gives you full control over everything that happens next: status, responsibilities, deputy arrangements, workloads and liquidity, transparent at all times and without delays caused by absences.
Would you like to experience inPuncto software within your own SAP processes?