Case Study: California State University automates and accelerates accounts payable with Laserfiche

How to Automate Accounts Payable in Higher Education

The California State University Chancellor’s Office accounts payable team — three technicians processing about 1,000 invoices per month — faced a manual, time-consuming approval process: invoices were scanned, multiple metadata fields entered by hand, and documents routed through internal mail and ad-hoc reviewer assignments, causing delays and data-entry errors.

Using Laserfiche Workflow the office automated scanning, metadata population (including a PeopleSoft lookup), role-based routing and approval stamps, nightly reminder workflows, and on-demand indexing. The result: faster approvals with no internal mail delays, reduced manual-data errors, original documents retained in AP folders while shortcuts are routed, and improved transparency so departments can self-serve invoice information.

California State University