the challenge
Our client is part of a larger federation of consulting companies that use the same enterprise resource planning (ERP) technology, including a unique accounts payable PDF invoice naming convention rubric required under their joint agreement.
the workflow
Coding invoices is one of those functions that does not receive sufficient attention. But handled inefficiently and inconsistently, it leads to duplicate payments and opens the door to fraud. Consider the company IBM. Its name could be coded:
• International Business Machines
• IBM
• IBM, Inc.
It is conceivable to see how two competent accounts payable team members AP specialists could code the company name in any one of several ways, none of which would be inaccurate, but would allow for the opportunity to create duplicate payments.

in conclusion
Not only did this eliminate the duplication of accounts payable invoices, our custom PDF naming system saved time for team members by minimizing data entry and respective errors using dropdown menus to ensure naming convention compliance.