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AP Automation and Document Management for Karmak Fusion

Q: Does Epicor ECM integrate with Karmak Fusion?

Yes. Epicor ECM uses information from Karmak Fusion to index documents and supports integrated retrieval of related documents from Fusion screens. The Karmak Fusion Connector submits approved invoices electronically into Fusion.

Q: What parts of accounts payable can Epicor ECM automate?

Epicor ECM supports invoice intake, data capture, routing, approval, document storage, and submission to Fusion for both PO and non-PO invoices. Mosaic configures the workflows around each dealership’s approval requirements.

Q: What is integrated retrieval?

Integrated retrieval gives authorized users access to related Epicor ECM documents from Karmak Fusion screens. Users select the gold star on the Fusion record to open the supporting paperwork connected to it.

Q: Is Epicor ECM only for accounts payable?

No. Epicor ECM is an enterprise content management and process automation platform. Dealerships also use it for service and repair orders, employee records, warranty documents, deal records, contracts, and expense approvals.

Q: What does Mosaic provide?

Mosaic implements and supports Epicor ECM for Karmak dealers, including workflow design, data capture, the Fusion integration, training, and ongoing support.

Heavy-duty dealerships handle invoices, repair orders, service records, deal jackets, and employee files every day. Epicor ECM (formerly DocStar) automates accounts payable and manages every one of those documents in a single platform built around Karmak Fusion. Invoices are captured, approved, and submitted into Fusion without rekeying, and the supporting paperwork is one click away from the Fusion screen your team is already on. Mosaic implements and supports it, fitted to how your dealership already works.

AP Automation and Enterprise Content Management for Fusion

Epicor ECM connects invoice processing and document management with Karmak Fusion, so your team spends less time on repetitive work and the records behind each transaction stay organized and easy to reach.

Eliminate Manual Entry

Bring invoices in through a monitored email inbox, scanning, or document import.
Epicor Intelligent Data Capture reads the invoice data, so AP stops keying it by hand.
Information already in Fusion is used to index documents, so nobody enters the same data twice.

Speed Up Approvals

Rules-based workflows route PO and non-PO invoices to the right reviewer by branch, department, or invoice amount.
Approvers are notified when something is waiting and can approve from any browser, in the office or on the road.
Once approved, the Karmak Fusion Connector submits the invoice into Fusion electronically, with no second round of entry.

Find It From Fusion

Integrated retrieval lets authorized users open related documents directly from Karmak Fusion screens.
The gold star links the Fusion record to its supporting paperwork, one click from the work in front of you.
Search, security by location and document type, audit history, and version control cover every record, not only AP.

More Than AP

AP automation is the starting point, not the limit. The same platform manages service and repair orders, employee records, warranty documents, deal records, contracts, and expense approvals as your dealership is ready.

Why Mosaic

Epicor develops the software. Mosaic designs the workflows, configures data capture and the Fusion integration, trains your team, and stays on as your support contact after go-live.

See Epicor ECM and Karmak Fusion working together.

Resources

Epicor ECM for Karmak Fusion Fact Sheet (PDF)

FAQ

Does Epicor ECM integrate with Karmak Fusion?

What parts of accounts payable can Epicor ECM automate?

What is integrated retrieval?

Is Epicor ECM only for accounts payable?

What does Mosaic provide?

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What Our Customers Say

The way processes are set up now, it’s almost error-free – it’s hard to put an ROI on that.

The Docstar application has enabled us to effectively and efficiently manage all of our payables, through multiple approval layers; and yet reduce our accounting staff requirements. The system saves time, payroll dollars, file cabinet space, and of course paper. I would recommend Ken and his team (at Mosaic) to everyone.

What do I love about Docstar ECM? No paper. As a municipal entity, we have to abide by specified retention requirements for documents. In the past we to manually find documents stored in bankers’ boxes with ‘destroy by’ dates. We can now dispose of documents quickly and easily, without digging through dusty boxes.

One of the biggest benefits we derive from Docstar is the convenience it provides our advisors in accessing paperwork when planning for, or during client meetings. We are currently using Docstar as our Compliance Books and Records. We have easy access to in-house and satellite advisors’ files for our on-going internal audits.

The Docstar system is fantastic. I love it and rave about it to whomever will listen. Ken is also a really great guy to work with. He has been unfailingly honest, concerned with customer service, punctual, reliable, and personable. I highly recommend Ken and Mosaic and Docstar to any small business which wants an easy-to-use, truly functional electronic filing system.

I really can’t stress enough how happy we are with the entire transition (with Infor CSI’s integration); it’s working far better than we could have ever imagined. Our efficiency has increased significantly, probably to at least 96% or greater. You’ve done such a phenomenal job!

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