Turning on InvoiceConnect

The process for getting started with InvoiceConnect is simple and straightforward.

After signing a Mutual Non-Disclosure, the operations group gathers configuration data and invoices.

Configuration Data includes:
  • Your logo (Custom branding)
  • Product reference data
  • A/P accounts and allocation strategy
  • 6 months to a year worth of invoices
  • Existing manual validation sheets
  • List of distributors

Capnetix then Configures an instance of InvoiceConnect for the Fund Company, including setting up the electronic contracts.  Capnetix runs the first set of invoices through InvoiceConnect, validating that configuration is accurate, and making sure invoices validate and allocate correctly.

Capnetix and the fund company run through a live instance of InvoiceConnect together, seeing exactly how the system would work in production.

If the Capnetix meets all the success criteria specified by the fund company, and the fund company decides to go forward into production, they simply "turn it on", and can begin to process intermediary fee invoices

Interested?

Contact us to get you running and free up resources. Capnetix will set you up and get you running quickly and easily.
 

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Newsflash

Capnetix engineeering has now brought online a connector for Edward Jones intermediary invoices.  Contact Capnetix sales for additional details.

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