The edoc standard software for automated processing of incoming invoices
- Flexible workflow control with freely definable subject templates for queries or forwarding the invoice
- File memo and shipment tracking to ensure traceability
- Intelligent quick-entry screen for invoices with lots of item lines, including splitting function
- Transfer of the first workflow recipient from the scanning or capture process
- Approval and release – multi-stage release according to individual requirements
- Authorization control on a group basis for functions that control the workflow
- Provision of the workflow data in a standardized transfer interface
Use the edoc invoice in established installations on-premises, in the cloud or for hybrid solutions. And take advantage of state-of-the-art control technologies, optimized performance, rapid loading times and automatic nightly background updates that you can adapt to your processes.
The broad range of functions in the standard edoc invoice solution covers the entire process of digital incoming invoice processing and can easily be expanded at any time. We’ll be happy to advise you!
Processing incoming invoices is a key business process. When it comes to automation, you can rely on our experience and the best practice approach of our edoc invoice software solution. You can count on absolute security for invoice data entry, compliance, invoice verification and tax.
Most important features
Automated invoice receipt
Monitoring and automatic transfer of invoices by e-mail or file (ZUGFeRD, XML, XRechnung) via a function mailbox or data interface. Simple scanning solution for paper invoices – including via multifunction devices – which forwards them straight to the workflow.
Automated extraction
Automatic extraction of specific invoice properties, such as analysis and recognition of vendor, header and footer data as well as order and item data, including automatic validation with ERP data.
Inbox overview with invoice preview
The inbox overview can be configured in your personal workplace according to your needs and use. You can either activate the document preview or group the inbox by date of receipt, supplier name, employee, etc. The configured overview can be saved as a profile so that it is always displayed according your settings. If you click on an invoice in the inbox overview, it is displayed as a preview in a document view.
Approval workflow
Before an invoice is forwarded to a financial accounting or ERP system it has to be reviewed and approved. Therefore the electronic invoice is assigned to the relevant person or department via digital checking and approval workflow. In accordance with individual customer requirements, multi-stage approval processes are also possible. Approvals can be made according to predefined rules or manually by an employee.
Dashboard with analysis
The dashboard in edoc invoice is a comprehensive invoice cockpit with extensive functions. These include an out-of-the-box incoming invoice book, monitoring of discount periods, lead times and invoice volumes as well as the ability to expand it at any time with freely adjustable personal grouping and pivot views with numerous aggregation functions. What’s more, you can use practical functions such as the one-click export of evaluations to Excel/CSV or direct access to real-time data from an ECM workflow (active and completed invoices).
How does this benefit you? You no longer need separate workflow data management or an additional data interface, e.g. for an external invoice monitor.
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Export to any ERP system
Export to any ERP system
Your digital incoming invoice processing is connected to a wide variety of systems via ready-to-use integrated connectors. edoc invoice provides an export interface to support all ERP systems for data transfer provided they have a data import/export or an online database interface. A workflow log is automatically created and archived in your ECM system at the end of the workflow, including a detailed list of all available information. The workflow data can be accessed from the ERP system at any time.
Audit-proof archiving in every ECM system
Together with the complete workflow log for every incoming invoice, all documents are archived in your ECM system in an audit-proof and legally compliant manner via edoc invoice. The invoices are fully indexed shortly after the scan and can be searched optimally in the ECM system, including all relevant additional information such as discount due dates, amounts and current workflow status. Structured ECM file plans are also supported.
After our first workshop with the consultants at edoc, we already felt that our requirements had been understood. This was confirmed when it came to implementing our digital incoming invoice processing based on the edoc invoice.
Daniel Oswald, Project manager at Stadler Rail AG
edoc invoice provides ready-made and standardized ERP integrations for:
- Microsoft Dynamics FO & BC
- Microsoft Dynamics NAV
- Microsoft Dynamics 365
- Infor COM
- Every ERP system except SAP
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