Invoice and Document Management

Incoming Invoice and Document Management Software provides a comprehensive solution for managing incoming invoices and other financial documents, facilitating companies' administrative processes and ensuring accurate data processing. It offers the following key features:

1. Fast and automatic capture of invoices:

The system automatically processes invoices reported by NAV or captures data from scanned invoice images.
Invoice data downloaded from the NAV is loaded and a proposal for invoice capture is generated, which can be accepted or modified by the user.

2. Document management:

Paper invoices and other documents are automatically filed after scanning. Automatic saving and filing is also provided for electronic documents.
Documents are also automatically automatically archived.
It not only manages invoice images but also other types of documents (orders, contracts, goods received, etc.).

3. Authorisation process:

The capture of incoming invoices is preceded by an approval process, where users can approve or reject invoices.
The system also supports multi-level approval, which ensures that documents can be approved by multiple user groups before they are posted.
During the approval process, users can also receive an internal message or email about the approval tasks.

Incoming invoice generation and accounting:

The software provides the ability to capture and post incoming invoices directly from invoice images downloaded or scanned from the NAV.
Invoices can be tracked with different statuses, such as "Loaded", "Pending", "Authorised", "Posted", etc.
During the invoice generation process, the user can review all the data and make any necessary changes before the invoice is finally booked in the ERP system.

5. Integration with other systems:

The module can be tightly integrated with SAP B1, but can also interface with other ERP systems. In SAP B1, the software automatically associates invoice images with the corresponding documents, such as purchase orders or goods receipts.
Customization options allow the software to be adapted to the specific processes of the company.

6. Easy-to-use user interface:

Processing documents and invoices is facilitated by transparent forms and filter conditions that make it easy to manage a variety of documents.
Users can clearly track the status of documents and changes made during processing.

The software enables faster and more accurate handling of incoming invoices, while providing flexible approval processes and integration with existing enterprise systems to support the company's financial processes and administration.