#Task coach to automated invoice manual

However, all purchases made on the Platform must be for personal use. For example, a multi-stage release of invoices may not be interesting at first, but may become necessary as soon as a company grows and more people are involved in approval processes.Users who have registered businesses can buy products from merchants on the platform that meet their needs. The rules regulating how you automate invoice processing in your company can be flexibly adapted at any time with the DocuWare Workflow Manager and Task Manager if processes or policies change. And if invoices are not processed on time, the workflow automatically reminds and sends reminders.Įverything at a glance: Digital lists create transparency. You can determine how lists are set up according to your organization’s needs. As soon as a status changes, the lists are updated in real time. Status lists can be used to see at a glance which invoices are in progress and in which part of the process. Automatically keep track and be remindedĪ major advantage of digital processing is process transparency. This 'QuickMatch' form of straight through processing is well-suited, for example, for recurring vendor invoices that arrive monthly in the same amount.ĥ. Another straight through processing option is to transfer invoices from certain vendors directly to the posting, if they are below a certain value. Of course, you can also specify additional documents, such as a packing slip or inspection report, which further allows invoice to be approved via match. If, for example, there is a matching purchase order, it will be used as a ticket for approval, provided that the order number and amounts match those on the invoice. On the one hand, invoices can be compared with data from other documents in a file cabinet. The fastest approval processes are fully automatic. Direct to booking – thanks to fully automatic approvals Alternatively, you can also define a general threshold value above which invoices are always checked by another employee like a department head.Ĥ. You can control this with user-specific approval limits: As soon as someone checks an invoice that is above their limit, it is forwarded to another person in the process – for example, to a supervisor. Invoices with higher amounts often require a multi-stage approval process. Approvals automatically steered to multiple parties

#Task coach to automated invoice manual

Straight ahead: Anyone who needs to approve an invoice gets them without any manual intervention.ģ. Another bonus for fast approval processes: If someone is on vacation or unable to approve the invoice, it will be automatically forwarded to their substitute. It’s even faster if a certain vendor’s invoices are always checked by the same people: this way you can use the option to assign predefined approvers and distribute invoices to them via automatic workflow. Today a mouse click identifying the right persons in the chain or cost centers is enough to forward invoices for approval. In the past, paper invoices would travel from one person to the next. If the workflow detects errors, you’ll receive a task notification and can jump in to correct the data, request a new invoice, or cancel its processing.Įrror-free: Duplicates are automatically detected.

For this purpose, the data of the incoming invoices are automatically read and checked as soon as they arrive in the file cabinet. It can also determine whether final amounts have been correctly calculated in relation to the VAT shown or whether an invoice is a duplicate. A digital workflow can, for example, automatically check whether important information such as VAT is available on an invoice. There are ways to make sure only perfectly correct invoices enter your approval processes. Know all the possibilities that DocuWare offers you for creating magic? Be inspired by these 5 ideas.

That’s because automatic workflows distribute and check invoices according to fixed rules that you can set up beforehand. Many steps can run – almost magically – in the background. Digital processes help make the invoice approval process much faster and easier.