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Last updated criteria

MS Dynamics

Yes/No
Xero

Yes/No
Include in Final Shortlist

Yes/No
Accurate document recognition

Yes/No
Installation and setup

Text
No User Training Required

Yes/No
Trial Version available

Yes/No
General comments

Text
Can it support large document import?

Yes/No
Does it have mobile app?

Yes/No
Can it process inventory items?

Yes/No
Can it process sales invoices as well as purchase invoices?

Yes/No
Does it have any kind of dashboard to show status of document flow?

Yes/No
Is document recognition user-controllable?

Yes/No
Rating

Rating
Can it post an invoice as approved?

Yes/No
Does it check for duplicate invoice numbers?

Yes/No
Does it have an API?

Yes/No
Can it automatically validate the invoice against a Purchase Order?

Yes/No
Does it include a document workflow system with stages such as invoice approval?

Yes/No
Can it convert a 6 digit decimal point price per item to a 4 digit decimal point price per thousand?

Yes/No
Does it offer accounting system dropdown prompts for things such as supplier code, nominal code, product code, etc?

Yes/No
Can it handle line items?

Yes/No
Can it interpret Excel documents?

Yes/No
Is it Cloud-based or Client/Server

List
Does it interface with Sage 50?

Yes/No
Does it store the document against the transaction in the accounting system?

Yes/No
Multi-company

Yes/No
Volume

Unit
Finition

Text