Case management in the context of invoice automation refers to handling exceptions or complex scenarios that cannot be fully automated within the invoice processing system. While invoice automation streamlines most invoice processing tasks, there are situations where manual intervention or additional review is required. Case management provides a framework for managing these exceptional cases effectively.
With improved Accuracy and Compliance case management, manual intervention and resolution of exceptions can be guided by predefined rules and guidelines.
Users can leave comments, share attachments, and engage in discussions within the case, promoting effective teamwork and knowledge sharing.
Allowing Users to monitor and track the resolution process, identify bottlenecks or recurring issues, and analyze data to gain insights for process optimization and continuous improvement.