TreeINFO Invoices

Optimise your invoice management with our solution. Forget about losing documents thanks to unambiguous record keeping. The invoice approval process is faster and more efficient even with multiple locations. Paper work is a thing of the past. With an instant overview of the status of each invoice, you won't lose control. And with intuitive search by criteria, you get the information you need quickly.

The basis of the solution is Microsoft SharePoint technology and the application superstructure TreeINFO for SharePoint. It is supported on Microsoft SharePoint Server 2016, Microsoft SharePoint 2019, Microsoft SharePoint Subscription Edition, Microsoft Office 365 (SharePoint Online).

• When scanned or stored in the system, each invoice is given a unique identifier - a barcode that can be used to find it in the system at any time.
• An ergonomic form with a preview of the invoice in pdf format allows you to quickly fill in the necessary data using the "copy and paste" function.
• In order to avoid errors when filling in the data, selected fields are filled in from prepared code lists and before saving the form, the filled-in values are validated (e.g. checking the correct formats and data types - number, date, filling in mandatory fields).
• Advanced features on the invoice form, such as the dynamic Settlement Table, make it easier to complete the next steps of the approval process and post correctly in the accounting system.

• Information relevant for decision-making is provided by the extended Authoriser's Task List. This list contains all the tasks pending processing by the user and, for each task, a number of relevant details for the invoice to be approved.
• The user is notified by email when a task is assigned and when an invoice is requested for approval or processing. The email message contains a link that opens the invoice form and options for completing the task.
• The approval process is easily set up using the rules in the Approval Matrix

• Users can easily search for the required invoices according to the selected parameters entered in the search form. The search results can be further refined using filters. Thus, the user can easily view, for example, all invoices from a specific supplier or all invoices that are pending approval, etc.
• There are often other documents related to an invoice. For easy linking, the Reference and Attachments fields are available on the form. Related documents (such as the Contract, Receipt or Delivery Note) are therefore easily accessible directly from the invoice form.
• All the steps of the invoice processing, i.e. who performed the task or approved the invoice and when, are recorded in a clear Workflow History table. This table is part of the invoice form and provides a complete audit trail of the invoice.

TreeINFO for SharePoint - Invoices covers the bulk of the supplier invoice processing solution and meets the key needs of this electronic process.

At the same time, it also provides scope for further expansion and the creation of a comprehensive modern paperless supplier invoice processing solution.

Digitisation with data extraction
A digitization workstation software add-on for machine data extraction from electronic documents that replaces the bulk of the human work involved in filling in invoice data.

Integration to the company ERP system
Interfacing with the enterprise ERP and economic system enables data transfer between the two systems. For example, finding and adding supplier details or creating a link to orders in the ERP system.

Trusted archive
Allows you to get rid of paper invoices completely. Provides services for trusted electronic archiving in accordance with legislative requirements.