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Acquire the knowledge and skills to succeed with Kofax

Kofax ReadSoft Invoice Production

Course Outline

DAY 1

  • Module 1 - Introduction to Class
    • Duration, prerequisites and materials
    • Goals
    • Class structure and module overviews
  • Module 2 - Kofax ReadSoft INVOICES Overview
    • Kofax, Inc.
    • Accounts Payable Automation
    • The production capture process
    • DEMO: Instructor lead demo of solution
  • Module 3 - Kofax ReadSoft INVOICES installation
    • Prorequisites and system requirements
    • Core product installation
    • RCEP installation
    • Product licensing
    • LAB: Installing and licensing Kofax ReadSoft INVOICES

DAY 2

  • Module 4 - Kofax ReadSoft INVOICES Modules
    • End user modules
    • Application Server modules
    • Module access rights
  • Module 5 - Capture Profile Creation
    • Capture Profile creation
    • Job Description creation
    • The Verify Inbox configuration
    • Advanced Capture Profile configurations
    • User Defined Variables (UDV)
    • ScanHelper (ISH) configurations
    • ReadSoft Common Extension (RCE) configurations
    • LAB: Configure system for invoice processing
  • Module 6 - Process Optimization
    • Invoice definitions
    • Supplier identification with Master Data
    • Supplier performance improvements
    • Required, optional and inactive field settings
    • Straight-through processing
    • LAB: Supplier optimization to achieve STP

DAY 3

  • Module 7 - Invoice Data Input and Output
    • COLLECTOR configurations
    • COLLECTOR Conversion Collection (CCC) configurations
    • Image file conversions
    • Render image of email body
    • Best practices using COLLECTOR in production
    • Document Transfer Integration (DTI) configurations
    • LAB: Setting up COLLECTOR, CCC and DTI

DAY 4

  • Module 8 - End-to-End Processing and System Automation
    • Configure and schedule RPM
    • Multi-channel processing and automation
  • Module 9 - System Updates, Maintenance and Logging
    • System upgrades
    • Maintenance plans
    • Maintenance best practices
    • System logging
  • Module 10 - Final Exam
    • Certification Exam
Kofax ReadSoft Invoice Production
Delivery method Ondemand
Duration 1 days
Part number TR-1000-0501
Price USD
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Available delivery methods
Ondemand