Documents & Invoices
Review captured invoice details, then link invoices, bank receipts and contracts to the related business records and vouchers.
See what this module handles, how to review it and how its results reach the ledgers.
Capture invoice details and review the original
Upload invoices as PDF, XML, OFD or image files. The system reads invoice details for review; captured data does not replace the original or the accountant's judgment. Link the confirmed invoice to the business record and voucher.
Manage invoices, receipts and contracts together
Invoices, contracts, bank receipts and voucher attachments share the same file records and management workflow. The invoice view adds invoice facts without creating a separate file library.
Find source files from the related business record
Link a source file to its actual business record or voucher, then find it again while reviewing that record. Follow the link to check which invoice or bank receipt supports the entry.
Review, download and export files within company access
Authorized members can review, download and export related files. The system does not provide online tax-authority invoice verification; upload the actual detail file when you need to compare tax records.
