Press Release: Metafile Information Systems Debuts Touchless Invoice Processing and MetaViewer 7

2018-10-06 15:57:05.0 by Alyssa Putzer

We are excited to announce the launch of MetaViewer 7, the newest version of our state-of-the-art document management/paperless automation solution, MetaViewer. This new edition also features Touchless Invoice Processing for Microsoft Dynamics AX/365 and GP.

MetaViewer 7 brings even more automation to the workplace with immediate feedback from duplicate checking with companies’ ERP solutions. Users no longer need to schedule tasks to be run – MetaViewer 7’s RPA capabilities run tasks consistently and automatically to keep processes streamlined, reduce document processing steps, and eliminate human intervention. MetaViewer 7 is also built on the Windows Workflow Foundation, offering more configuration capabilities, as well as robust, efficient and fast functionality.

MetaViewer 7 also features Touchless Invoice Processing for Microsoft Dynamics users. This functionality processes PO documents and routes them through workflow steps – based on pre-determined rules – without human intervention. Touchless Invoice Processing matches POs in users’ Microsoft Dynamics solution and runs through a set of evaluation rules to determine whether the PO matches corresponding documents within the system. The PO is then routed directly to Microsoft Dynamics. The system runs rules against the corresponding invoice in Microsoft Dynamics, checking whether it is a current invoice, a duplicate invoice, is open against a PO and other pre-defined evaluation rules. If the PO passes each rule, it is automatically routed to Dynamics. If it fails any of the evaluation rules, users receive a report and are able to manually reconcile the PO.

MetaViewer increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer enhances business’ Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes.

Want to learn more about MetaViewer 7 and Touchless Invoice Processing? Read the full press release, catch a no-cost webinar or drop us a line at

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