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PeopleSoft Billing Document Automation Solutions

In today’s volatile economic times, businesses must find ways to cut costs and increase its profits and to do this many companies are turning to electronic invoicing. Merkur Group’s E-Invoicing solution for PeopleSoft allows companies to automate how they deliver Crystal or SQR-based invoices. 

PeopleSoft Billing users simply dispatch documents as usual and Merkur Group’s E-Invoicing solution does the rest.  The Merkur PeopleSoft integration will retrieve the fax, e-mail or print destination from the PeopleSoft customer tables, attach any document stored within the PeopleSoft attachment tables or within an existing imaging system and the document will be assembled and delivered to your customers. 

Key Features include:
  • Ability to electronically deliver invoices via fax, e-mail, and EDI

  • Tight integration with PeopleSoft providing invoice delivery status directly with the PeopleSoft application

  • Ability for the user to override the delivery destination in a PeopleSoft panel or in a DeliveryWare Workflow screen

  • Ability for users to add attachments such as MS Word, MS Excel, PDF, and other files in PeopleSoft

  • Ability for PeopleSoft integration to call an imaging system to retrieve documents and assemble final output without having to write special programs

  • Web-based invoice approval workflow allows users to review the document and attachments before they are sent to ensure accuracy and approve them before they are sent.

  • Automatic routing of invoice copies to additional recipients

  • Secure email sending using Merkur Group’s WebDelivery application

  • Electronic archiving using DeliveryWare Archive or your own archiving system
  • Benefits:

  • Send invoices and collect payments faster because invoices will arrive 3 to 5 days earlier than conventional post.

  • Reduce Days Sales Outstanding (DSO) by automating the invoice and collection process

  • Reduce or eliminate postage, paper, envelope, and labor costs associated with paper based invoicing

  • Reduce copy costs by directly delivering invoices to the customer’s inbox.  Invoices that need to be resent can be dispatched directly from PeopleSoft instead of having to make copies and manually fax them to the customer.

  • Manual assembly of documents will be reduced because users can add attachments in PeopleSoft or they can be retrieved from an existing imaging or archiving system.
  • Fax and e-mail destinations are stored in the PeopleSoft customer tables, eliminating the need for users to keep this information in spreadsheets on their desktops.

    Merkur Group’s PeopleSoft interface allows end users to add attachments and additional delivery destinations using a simple to use panel that is installed in the PeopleSoft Billing System.

    DeliveryWare’s optional Workflow and Routing facility will allow the user to preview the document and any attachments on-line before they are delivered to the customer.

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    Contact Merkur Group today to learn more about streamlining document-intensive processes and to discuss your specific needs.