Mobile Approver vs Quilter

Supplier Invoice Approval on the move for users of Documation’s AP Automation solution. With Documation Mobile Approver, invoices can be approved and queries answered wherever you are – in a taxi, on site, in an airport lounge. All information required to action an invoice can be seen via smartphone – so invoices can be authorised, rejected, or forwarded, quickly, conveniently and without delay. • Fewer bottlenecks in the payment cycle • Less time spent chasing by the finance team • Greater convenience for authorisers • Increased early payment discount take-up • Improved relationships with suppliers Features • Documation Mobile Approver empowers quick, easy and convenient invoice management, wherever you are. • App users are alerted when invoices need attention and can see the number of invoices requiring action. • All information needed to action an invoice can be seen via the app, including invoice and GL coding details, priorities, deadlines, notes, and history. • The original invoice can also viewed via the app. • Invoices can be authorised, rejected back to the AP team or forwarded to colleagues for action, with notes entered to help other users. Key Benefits of this app are: • Simple to use, secure and easy to deploy. • Convenient for authorisers. • Removes a major AP processing bottleneck – unavailability of the authoriser. • Faster payment cycles, fewer escalation procedures instigated. • Reduces the risk of late payment. • Facilitates take-up of early payment discount. • Better supplier relationships. Documation Mobile Approver is available as a component of Documation’s Invoice Management Solution (IMS), which delivers, class leading AP Automation as part of our Purchase To Pay (P2P) suite.

With the Quilter app, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple instructions, such as switches, plus top up your ISA or Collective Investment Account. For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre. We have designed our app using the latest security features to protect your investments and for your peace of mind. This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers. The importance of financial advice: We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice. Your investment may fall or rise in value and you may not get back what you put in.