easysquare invoice receipt workflow
Tailored processes for your invoice receipt with easysquare
The easysquare workflow invoice receipt workflow ensures fast and correct processing of invoice receipts. Processes for each individual company are stored in easysquare workflow for processing so that the digitally recorded invoice receipts are assigned to the responsible employee automatically.
The easysquare work basket is available to users as a tile in their SAP Fiori® launchpad and shows all open tasks with due dates and priorities. Clicking on a task, that needs to be completed, opens the easysquare workflow dashboard. Here users can monitor, control and edit the individual steps of the process. The employees responsible for the individual steps are thus able to successively complete each task that arises. In combination with the digital inbox, paper invoices are scanned at the beginning of the process and then processed in easysquare workflow. The shorter processes allow discounts to be implemented more easily and your employees’ valuable time resources are saved, allowing them to concentrate on your core competences.
From invoice receipt to posting in just a few steps
The easysquare invoice receipt workflow significantly simplifies the checking and release process. It consists of multiple process components that are tailored to your individual requirements and can optionally be combined with one another. The process control tool is available for SAP Fiori® and is particularly user-friendly thanks to its intuitive design and clear tile interface.
1. Invoice receipt
The key procedure in a digital invoice run is the scanning of the incoming invoice. This can be done internally or, if required, externally via a scanning service provider. Text recognition (OCR) is used to automatically read out the content. It is possible to support the recognition process with validations of creditor numbers, order numbers or auxiliary account assignments.
2. Clearing and reconciliation
Within the clearing process, the data records are checked for incomplete or inconsistent information. The reconciliation process is in turn used for the functional preparation of the invoicing case and the recording of further document data in SAP®.
3. Release in SAP® or mobile
The check and release for commercial and factual correctness as well as the posting release are performed based on the process stored in the system. Only the relevant employees receive the invoice document for processing. Various security mechanisms can also be taken into account, such as the dual-control principle. Mobile invoice release is possible thanks to a connection to the easysquare Professional app and shortens long release times for business travellers or mobile employees.
4. Automatic posting
If required, document processing and posting can be automated. This increases the process and document security in financial accounting.
5. Transparency and logging
All activities and changes are logged continuously from the time of the data import.
Figure 1: Release processes are managed automatically and performed transparently while always ensuring the dual-control principle (where required).
Figure 2: Overview of the invoice receipt workflow using easysquare workflow
Figure 3: You can branch from the individual process steps to the corresponding SAP® function.
Figure 4: Thanks to the split-screen display of documents in the release process, users can quickly and easily get an overview of all necessary information and check and release invoices.
Figure 5: Reasons for implementing an invoice receipt workflow in your company
Methods of recording the invoice receipts
- Electronic invoice receipt
- In-house scanning with automatic / manual recording
- Scanning via service provider
As a service subsidiary of PROMOS, PROMOS.FS Facility Services GmbH provides extensive services, including electronic invoice receipt, early scanning with qualification and automated invoice checking. With these services, we allow you to have your employees process technically qualified invoices in the form of pre-entered documents digitally and efficiently.
Shorter processing times: A Intelligent process control and automatic agent determination minimize processing times in the company. The possibility of mobile releases thanks to Fiori® or the easysquare Professional app speeds up release workflows.
Reduction of interfaces: The digitalisation of the process leads to the minimisation of manual interfaces, allowing potential errors to be avoided.
Paperless processing: As the incoming invoice is scanned, you avoid making unnecessary copies of the document. The entire workflow can be processed digitally.
Precise documentation: Scanning the invoice leads to automatic archiving in the system.
Transparency: The immediate ability to provide information to customers, suppliers and managers is ensured.
- Accounts payable accountants
- SAP® ERP 6.0
- Own namespace in SAP NetWeaver® ABAP stack from Release 7 is required.
- The system requirements are in accordance to those from SAP-GUI as well as those from the used Microsoft® Office-package.