Low Effort

Statements (BI Publisher): Beautiful Customer Statements

Overview: 

Our customer required Statements (Receivables) to be created in Adobe Acrobat Reader (PDF) format utilizing BI Publisher technology. The customer had multiple operating units and requirements for conditional display of sections within the output e.g. "Overdue" notice.
Statement Sample - BIPStatement Sample - BIP

Bank Account Validation (Forms Personalization): Increase Data Accuracy

Overview: 

Our customer required bank account numbers to be validated at data entry according to local bank account number algorithm.
I.e. In New Zealand bank account numbers are of the form AA-BBBB-CCCCCCC-SSS where:
AA = Bank Number
BBBB = Branch Number
CCCCCCC = Account Number
SSS = Account Suffix
A given bank account number needs to have a valid combination of Bank, Branch and Account number.
Bank Accounts Forms PersonalizationScreenshot

Remittance Advice Email (Workflow): Automated email to Suppliers

Overview: 

Our customer required Payables remittance advice in a custom format to be automatically emailed to suppliers.
AP Remittance Advice OverviewOverview