edoc invoice User Guide
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Understanding edoc invoice

With edoc invoice, you can map your incoming invoice processing digitally and in a structured manner. You can design and implement organization-wide verification processes according to your individual requirements: from verifying the invoice to approving and posting the invoice in the ERP system.

The invoice receipt as a "door opener" for edoc invoice

Thanks to its high level of compatibility, edoc invoice offers maximum flexibility when receiving and processing incoming invoices. Regardless of how and in which format the invoices arrive at the company (e.g. by post, e-mail, in ZUGFeRD format or in the ECM system), edoc invoice is compatible with the preceding capture and recognition processes and displays the necessary data in a structured manner. Interaction with users throughout the entire process takes place via automated mechanisms that you determine: e.g. directly by e-mail or in the task view in the workplace.

Digitize invoice processing entirely according to your own processes

You can customize the steps following receipt of the invoice until it is posted in the ERP system according to your requirements and processes. You determine the digital starting point of the workflow and the overview of tasks: With edoc workplace, you have a sophisticated overview of tasks. If you work with an ECM system (such as d.velop documents), you can use the ECM workflow functions.

When processing a task, you receive a display with the necessary information on the invoice, the vendor, the payment terms, amounts, line item data, order details and delivery details. You can optimize the digital work process with the integrated document view of the invoice.

You can configure fine-grained and automated checks and permissions levels in the administration area: e.g. a duplicate check, limits for the approval of invoices of a certain amount, mandatory field checks depending on the workflow step (verify, approve or complete the workflow). You can also configure a comparison with certain ERP data so that potential post-processing work is minimized.

We offer you a solution tailored to your needs, which we design together with you and your team.