Accounts payable document management from invoice capture to approval
AP teams receive invoices by email, mail, and portal download, then chase approvals across departments. DocuPro captures the invoice from the inbox or the scanner, indexes it by Vendor, Invoice Number, Amount, and Department, and routes it Received → Review → Approval → Paid with reminders when an invoice sits past its due date. Statements and purchase orders file alongside so the whole vendor record is in one place.
Index fields are yours to define. Add, rename, or look them up from another system — searches, security rules, and workflow routing all key off the same values.
A workflow that follows your stages
An example of how accounting & ap documents move through DocuPro. Stages, tasks, routing, and notifications are configured to match how your team already works.
Access decided by the document itself
Users authenticate with Microsoft Entra ID single sign-on. Groups grant what a role can do, folders scope where documents live, and security rules filter by index values. A document a user cannot see never appears in search, queues, print, or export.
How DocuPro security works →Why DocuPro fits accounting & ap
Frequently asked questions
How does DocuPro handle invoice approval routing?
Workflows move invoices through the stages you define — for example Received → Review → Approval → Paid — with rule-based or round-robin assignment and SMTP notifications when an invoice enters someone's queue.
Can invoices be captured directly from email?
Yes. Every user has an import email address, and the Outlook add-in files a message and its attachments into DocuPro from the ribbon.
Can we look up vendor or PO data from our accounting system?
Yes. External field lookups validate index values such as Vendor or PO Number against your accounting database.