AP Automation Methods in Epicor ECM DocStar

14/03/2025

Are you familiar with AP automation workflows in Epicor ECM DocStar? Automating accounts payable (AP) processes reduces manual work and improves invoice accuracy. Epicor ECM Docstar helps businesses match invoices, POs, and miscellaneous charges with ease. 

This article explores key matching methods in Epicor ECM and how TeccWeb, your trusted advisor and Epicor Services Partner, makes AP automation more efficient. 

Find out how our custom solutions improve accuracy, speed up approvals, and reduce manual entry. 

Key Matching Methods for AP Automation in Epicor ECM Docstar

Below, we highlight the core invoice matching methods in Epicor ECM and how they enhance AP automation.  

PO Invoices Matching

Matching invoices to purchase orders (POs) eliminates manual errors and speeds up reviews and approvals. Epicor ECM Docstar automates this process with advanced matching features. 

• Advanced Payments & Pre-Payments: Links advanced payment invoices to existing POs for pre-payment purposes. 

• Job Miscellaneous Charges: Automates job-related charges with custom ECM datalinks and workflow steps to reduce manual input. 

• Line Miscellaneous Charges: Assigns charges at the line-item level instead of the invoice header to ensure precise cost allocation. 

• Miscellaneous Charge Matching (Header or Line): Matches miscellaneous charges to their corresponding POs to reduce discrepancies and manual validation. 

• Variance Handling & Approvals: Automatically evaluates discrepancies and routes invoices for approval based on set thresholds. 

• Multi-PO Invoice Matching: Processes invoices linked to multiple POs to streamline receipt matching. 

• Drop Shipment Automation: Uses invoices as shipment confirmations to trigger automated drop shipment workflows in Epicor. 

• Multi-Invoice Matching to a Single Receipt: Matches multiple invoices to one packing slip to ensure accurate reconciliation even when some lines are already closed. 

• Currency Conversion: Ensures real-time currency conversion between the vendor’s invoice currency and Epicor’s base currency to prevent exchange rate mismatches. 

Non-PO Invoice Handling

Non-PO invoices require structured approval workflows to prevent errors and unauthorized payments. Epicor ECM simplifies this with: 

• Tiered Approval Thresholds: Automates approvals based on predefined rules to reduce manual oversight. 

• Multi-GL Account Handling: Distributes invoice amounts across multiple general ledger accounts for accurate financial tracking. 

General AP Automation Features in Epicor ECM Docstar

Epicor ECM enhances overall AP efficiency with intelligent processing tools. 

• Date Formatting: Its Intelligent Data Capture (IDC) feature recognizes multiple locales and supplier-specific date formats for accurate data extraction and entry. 

• Tax Handling (Including Quebec & Europe): Automatically applies tax rules and accounts for rounding differences. 

• Interactive Forms & Validations: Ensures accurate data capture by linking fields and validating inputs before submission. 

Why Choose TeccWeb for AP Automation in Epicor ECM Docstar

TeccWeb specializes in Epicor ECM and Epicor ERP systems, delivering customized automation solutions that align with real-world AP challenges. We simplify AP automation by eliminating manual processing, reducing errors, and optimizing invoice approvals in Epicor ECM. 

Here are the benefits of choosing TeccWeb as your partner in automation: 

• Comprehensive AP assessments to evaluate your current workflows, identify inefficiencies and build custom solutions. 

• Tailored recommendations to ensure automation aligns with your business structure and goals. 

• Implementation & customization: We configure Epicor ECM to fit your processes with minimal manual intervention. 

• Training, ongoing support & continuous improvement: We equip your team with the knowledge to maximize system performance and provide continuous optimization. 

Ready to take your AP automation to the next level with Epicor ECM and TeccWeb’s expertise? Contact us today to discuss how we can tailor Epicor ECM AP automation to your needs. 

Author: Ryan Pedigo