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Case Study: Payroll and Expense Report Processing

Situation

A leading application service provider that offers payroll and expense report processing services to independent professionals, sales agents and consultants was looking for ways to reduce the manual efforts of matching paper documents and typing data into their Payroll and Expense Report backend business applications.

Many of their clients send the time cards and/or expense receipts using various communication channels—email, fax or postal mail. Their existing process of handling these documents was very labor intensive and error prone to lengthen the time required to complete these transactions.

The Solution

Softlinx delivered a DocuRouter-based, intelligent document routing solution along with Softlinx’ ReplixFax messaging system. The fax and email source connectors, the file destination connector and the OCR engine are part of the total solution.

The solution features provide:
  • Automated Email Document and Data Capture
  • Automated Fax Document and Data Capture
  • Delivery into Enterprise Backend Application



    The solution automatically captures inbound emails, faxes and scanned paper documents, extracts key information contained in each document, and delivers them with associated documents to a specific file system directory location, ready for the backend business application to process them.

    Customer Benefits

    The customer was able to boost their efficiency and save costs by:
  • Fast turnaround time to process compared to manual handling
  • Elimination of costly errors from manual keying in data
  • Save costs from reduction of staff overhead

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