business process automation
Invoice circulation with OCR and KSeF integration
Automation
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Manual invoice circulation causes many problems, mistakes, errors and delays.
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Invoice circulation
What are the real benefits of this application?
First of all, it enables remote control of financial processes and access to invoices - from anywhere in the world. You don't have to sit at the company's headquarters, surrounded by papers and letters. Organized invoices means full control over payment deadlines and no risk of payment delays. Thanks to continuous archiving and backup copies of documents, you don't have to worry about their destruction or loss. Finally, automated invoice circulation is a tribute to ecology - your company will reduce the amount of paper waste, which indirectly affects environmental protection, such an important value in modern times.
The Qalcwise invoice circulation application has many interesting functionalities. It allows you to save invoice data and send financial documents to appropriate people and departments. It allows you to download and print PDF files, as well as add attachments, descriptions, and information regarding invoice accounting.
The invoice circulation application will be used by employees of the Administration, Accounting and Secretariat departments. It is a great convenience. Many companies have noticed tangible benefits of automated invoice flow. Qalcwise provided a revolutionary solution!
You want to know how electronic document circulation Will it improve work in your company?
Automation
What can you expect
from the application to invoice circulation?
benefits
Efficient and accurate invoice management
Efficient invoice management (service, settlement) is one of the most important elements of managing the financial liabilities of every company. Our no-code application works intuitively. Exceptional accuracy in the circulation of invoices makes their registration, verification, approval and settlement seamless.
Described and categorized invoices
Categorizing invoices is almost identical to assigning categories to documents. A single category contains important information, including: to which accounts a given invoice should be posted. Our no-code application will make life easier for the Accounting department that deals with invoices on a daily basis. It's worth helping them, they will appreciate it!
Easy way to archive
Archiving invoices is an activity analogous to archiving correspondence and other documents. Polish law absolutely states that invoices issued and received must be kept for a specified period of time. Their archiving makes it easier to search and filter letters. This is a great convenience for accountants.
Transparent allocation of substantive people
Each employee has easy access to all invoices concerning him. The word "concerning" was separated for a reason. Thanks to our no-code application, financial documents can be safe - no unauthorized person will look there. The allocation of substantive people is transparent. Clarity and transparency are the domains of the application.
Check how others implemented it Electronic Document Circulation qalcwise
case study
No-code/low-code application platforms will be responsible for
more than 65% of all app dev activity by 2024.
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Features management applications factor circulation
with OCR and KSeF integration are:
Automation
Adding attachments
Attachments are often a key element of financial documentation. Thanks to our no-code application, adding attachments to documents is easy and intuitive.
Assigning a subject matter person to a document
To ensure proper processing of documents, our no-code application allows you to assign a specific subject matter person to each document.
Monitoring the current status
In a rapidly changing business environment, it is important to stay up to date with progress. Our no-code app allows you to monitor the current status of each document, so you can easily track progress and take appropriate steps.
Documents archiving
Archiving invoices is an important task. Financial documents cannot be thrown away (for a certain period of time). However, storing them in binders may make it difficult to search later. Automated invoice circulation is a great convenience. Documents archived in our no-code application are safe.
Indication of fields required to be completed
To avoid incomplete completion of forms, our no-code application has the function of marking required fields. This allows users to know exactly what information is needed to properly process the document.
E-mail notifications sent to people assigned to the document
When creating our no-code application, we focused on communication and timeliness. Each person assigned to a given invoice can expect e-mail notification. It takes into account the status of the case to which the financial document is related. This is a functionality that also appears in the basic version.
Possibility to download pdf from the application and from attachments
When using our no-code application, you can expect that your invoices will be available in a special repository. A person associated with a given financial document can download it in PDF format - straight from the application or from attachments. Our mission is to make it easier for companies to function, not harder. This function is proof of this.
Possibility to print the view from the application
Our no-code application offers the ability to print a view from the application, thus providing a physical copy of each document.
Currency conversion based on the current NBP exchange rate
Many companies have foreign contractors who issue invoices in foreign currencies. Converting them to Polish zloty manually can take a lot of time. There is also the possibility of error. Our no-code application automatically converts currencies based on the current NBP exchange rate (you don't need to check anything on your own).
Statistics showing the document processing time at individual stages / for individual people
In the Enterprise version, analytics is key. The application allows you to track the document processing time at individual stages and for specific people, so you can easily identify areas requiring improvement.
Set required fields on the form
Precise configuration of forms is the basis for effective communication and data collection. Our no-code application allows you to individually set the fields required in the form, so you can adapt it to the specific needs of your project or department. This feature ensures that key information is not missed. The option is available in the Enterprise version.
Downloading supplier data from the Central Statistical Office
The function of downloading data from the Central Statistical Office, available in our no-code application, will save time that would be spent on manually completing supplier data. Automation of these activities also reduces service costs. Your employees will take care of really important tasks, not repetitive and time-consuming activities. Only on Enterprise.
Retrieving invoice data by scanning the document (OCR)
Modern OCR technology allows almost error-free reading of information (data download) on a scanned invoice (identifies not only characters, but also the arrangement of fields and formatting). Scanning documents means more efficient registration of invoices, thus saving time and money. This functionality is only available in the Enterprise version.
Integration with the KSEF system
For companies that use the KSEF system, the Enterprise version offers full integration, ensuring smooth and efficient data flow between systems.
Connection of the application with ordering and demand reporting applications.
In the Enterprise version, our no-code application can be connected to Qalcwise order management and requisition applications, creating a coherent and effective ecosystem for all business needs.
Basic plan
Enterprise plan
Full process flexibility
Solutions built from scratch
it's Qalcwise
Explore our no-code platform and check out all the options. Modern tools are tailored to individual business processes. Are you interested but don't understand everything? Don't worry, we'll explain everything! Check no-code!
