Quickly enter incoming invoices in SAP Business One

the Versino Financial Suite redefines incoming invoice processing in SAP Business One. The result is simplified, accelerated and more secure processing of incoming invoices in SAP Business One, which is suitable for both recurring and special posting scenarios.

A new version of the Versino Financial Suite includes a function that has been specially developed to optimise the search and creation of business transactions in SAP Business One. Quick entry of incoming invoices in SAP Business One increases efficiency and security.

Incoming invoices in SAP Business One according to template

This function searches for a similar business transaction with just a few basic data from an incoming invoice. This is then offered as a template for the new document. The software takes into account both strong similarities and certain characteristics that indicate that the historical document can be used as a suitable template. An overview displays the hits, which selects which document is suitable for the new system document on the basis of a ranking. As soon as the user selects a document, the software creates a new system document based on the selected template. The article, conditions, tax key and the corresponding ledger accounts of accounting are automatically collected and posted. This simplifies and speeds up the process considerably.

Post incoming invoices without accounting knowledge

This efficient process does not require any in-depth knowledge of SAP Business One or financial accounting. As a result, processing incoming invoices in SAP Business One is no longer a time-consuming and complex task, but is carried out quickly, efficiently and correctly.
For example, the function quickly recognises recurring invoices for maintenance services or subscriptions and provides the corresponding template. Special posting scenarios that require special posting can also be implemented quickly and reliably. This further increases the efficiency and security of the entire incoming invoice processing.

Record incoming invoices across all clients

Another key advantage of this function is the ability to make cross-client bookings. This means that users no longer have to log into the system multiple times to jump from client to client. Instead, they can concentrate on one processing screen, which leads to greater efficiency, speed and security.

FAQs

What does the fast entry function of the Versino Financial Suite in SAP Business One do?

The fast entry function in SAP Business One, which is made possible by the Versino Financial Suite, optimises the search and creation of business transactions for processing incoming invoices. This function increases efficiency and security through the automatic suggestion function for new document templates based on similar, existing business transactions.

How does the automatic template search for incoming invoices in SAP Business One work?

As soon as the basic data of an incoming invoice has been entered, the function searches for similar business transactions in the past and offers these as a template for the new document. Strong similarities and certain characteristics are taken into account in order to suggest the appropriate historical document as a template. The selection is based on a ranking.

What information is automatically transferred when a template is used for a new incoming invoice?

How can the budget be managed?

The budget in SAP Business One can be managed on an annual or monthly basis. With the annual option, the deviation from the budget forecast is measured against the current balance of the G/L account for the current financial year. With the monthly option, the system distributes the budget forecast amount for each G/L account over the months of the year and the budget variance check is performed against this distributed amount.

Can users without in-depth accounting or SAP Business One knowledge post incoming invoices?

Yes, the Versino Financial Suite's fast entry function is designed so that even users without in-depth knowledge of SAP Business One or Financial Accounting can process incoming invoices efficiently and correctly. This makes the processing of incoming invoices considerably simpler and more accessible.

What does the option to enter incoming invoices across all clients mean?

This function allows users to enter incoming invoices in different clients without having to log in and out of the system multiple times. This increases efficiency and productivity as users can concentrate on one processing screen, making the process faster and more secure.

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