Financials

What to Expect

Our WellSky to Financials integration creates a seamless and automated workflow between your WellSky (JAC) pharmacy system and Financials. It automates the entire process of importing and processing supplier invoices, eliminating manual data entry and reducing the risk of costly errors. By ensuring accurate supplier validation and providing clear, daily reporting, this pharmacy invoice integration gives your finance team the tools to manage payables with greater efficiency and confidence.

Why Integrate WellSky with Financials?

• Accelerate Invoice Processing: Automate the import and processing of pharmacy invoices, significantly reducing the time it takes to get them into your Accounts Payable ledger.
• Eliminate Manual Data Entry: Remove the need for manual intervention, which reduces the risk of human error and ensures the data in your finance system is accurate.
• Improve Supplier Management: Automatically validate suppliers against your Financials database and flag any that are missing, with an option to create new template records for review.
• Increase Finance Team Productivity: Free your team from repetitive, low-value administrative tasks, allowing them to focus on strategic financial management and analysis.
• Enhance Financial Oversight: Gain a complete, auditable trail for every invoice, with daily reports providing full visibility into processing status and any validation errors.

Key Capabilities 

This pharmacy invoice integration automates the flow of critical financial data:

• Automated Data Import: Securely downloads batch, invoice, and analysis files from a designated SFTP server.

• Intelligent Invoice Processing: Processes individual invoices, validates supplier details against Financials, and prepares them for upload.

• Automated Supplier Validation: Checks if the supplier on an invoice exists in Financials and can be configured to either create a new template supplier or flag the invoice for review.

• Daily Status Reporting: Generates a daily summary report detailing all invoices processed, their status (e.g. posted, pending, failed), and any error messages.

How the Integration Works  

The integration runs on a scheduled basis and is comprised of three distinct flows. First, it securely downloads and validates invoice data files from your SFTP server. Second, it processes each invoice individually, checking for a valid supplier in Financials before generating and uploading the invoice payload. Finally, it monitors the submission queue and generates a daily report, which is emailed to your designated administrators, summarising the status of all invoices processed on the previous day.  

Implementation and Prerequisites 

Getting started is a straightforward process. The integration requires active licences for both WellSky (JAC) and Financials, as well as access to a configured SFTP server for file exchange. Our team will guide you through the simple setup and configuration of the automated workflows.