Bookkeeping & Invoicing
The Spiris app
The Spiris app is for those who use Bookkeeping & Invoicing and want the freedom to run their business wherever they are. You can easily manage your admin directly from your mobile - from creating invoices and managing customers to approving purchases, at no extra cost.
What you can do in the app
Dashboard and notifications
- Dashboard: See graphs of income, expenses and results for the current and previous year.
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Cash flow: Keep track of unpaid sales and purchase invoices as well as the current bank balance.
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Notifications: Get important information and status updates, like a digital to‑do list.
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Push notifications: Get instant alerts on your screen when something happens, such as when a new e‑invoice arrives or when an invoice is waiting for approval.
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Monthly recap: Get a quick analysis of how much you’ve invoiced, who your best customer was, compare results with the previous month, and more.
Sales
- Manage the flow: Create and edit quotes, orders and sales invoices.
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Smooth conversion: Easily convert a quote into an order or invoice.
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Customer and article registers: Manage your registers directly on the go.
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Special features: Full support for ROT/RUT, green technology, projects and cost centres.
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Payments: Register incoming payments and create credit invoices.
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Webshop orders: Manage incoming orders from your webshop and create invoices. Read more in Create invoice for webshop order.
Purchasing
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Documents: Scan receipts and invoices directly in the app.
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Post purchase invoices: Create and post invoices directly from your uploaded documents.
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Projects and cost centres: Follow up on your business in more detail by using projects and cost centres.
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Payments: Register when a purchase invoice has been paid.
Communication
- Messages: Communicate directly with your colleagues or accounting office linked to specific documents.
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Notes: Create and edit internal notes on documents.
Get started with the Spiris app
- Make sure you have an active subscription to Bookkeeping & Invoicing and a login at spiris.se.
- Download the app for free from Google Play or the App Store.
- Sign in using the same details as when you log in on the web.
Tip for administrators: For employees to use the Spiris app, they need access to Bookkeeping & Invoicing, which you can easily manage by signing in at spiris.se.
Frequently asked questions
Can I invoice in foreign currency?
You can view existing invoices in foreign currency and register payments for them in the app, but new invoices in foreign currency are currently created in the web version.
Do I need to use Spiris Scanner?
No, as a Spiris user, you don’t need to use Spiris Scanner, as the scanning feature is now built directly into Spiris.
Can I have multiple companies in the app?
Yes! You can easily switch between different companies in the app by selecting My company.
Related topics
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The Spiris Scanner app |
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