Bookkeeping & Invoicing
Automatic accounting assistance for purchase invoice
Let Spiris do the work for you so that you can focus on what you do best - running your business!
Faster, easier, smarter
Want to avoid the hassle of manually registering invoices? Do you want to be sure that all the information is included when you post your invoice? Would you like to stop thinking about accounting altogether?
Make the most of our built-in smart features, which take care of everything for you, allowing you to focus on what you are passionate about. We can help you to keep your company's accounting simple.
When you use digital purchase invoices, such as e-invoices, invoices emailed to Spiris or invoices from Kivra, you hardly need to do anything. You don't even need to register a new supplier.
With automatic accounting assistance, you get help with:
-
Supplier information is retrieved and filled in automatically
-
Invoice details are read and filled in automatically
-
Ledger accounts are suggested or filled in automatically
All you need to do is change the ledger account, if necessary, and then click Post. Done!
This sounds fantastic, but how do I do it?
There are several ways to receive purchase invoices digitally and whichever option you choose, you get our smart accounting assistance thrown in for free. We recommend the following:
-
E-invoicing - the most convenient way to receive purchase invoices. Read more about how to get started and activate the feature in the topic Receive e-invoices.
-
Ask your suppliers to send their invoices via Spiris unique email address, which you will find under Purchasing - Source document images. Read more about how to get started and activate the feature in the topic Upload images.
-
Take photos with the app. Use the Spiris Scanner app to photograph your paper invoice and send it to the accounting. Read more about the app in The Spiris Scanner app.
Your digital invoice basis are stored under Purchasing - Source document images. Then select Manage and let the magic take over.
Anything that's unclear? We address some common concerns.
Do I get the same value regardless of how the invoice is received?
Yes, you always receive automatic accounting assistance, regardless of whether the documentation is entered manually, scanned with Spiris Scanner or sent to your unique email address in Spiris.
When it comes to e-invoices, it's even easier: all the information is already included in the invoice when it is sent to your accounting. This means that no interpretation is required, making e-invoices the best and most secure option.
Is there a charge for invoices being imported via integration?
No, invoices received via integration are not charged because no automatic accounting assistance is used. The information is instead retrieved from the other system.
I don't want to use automatic accounting assistance. How do I proceed?
If you want to work completely manually without automatic accounting assistance, go to the list view for the source documentimages, click on the arrow next to Manage for the document you want to manage, and select Manually without assistance. You will then need to fill in all the information yourself regarding the supplier, invoice details and ledger account.
You can also post the purchase invoice manually under Purchasing - Purchase invoices and then link the supporting document to the posted invoice afterwards.
When do I pay for automatic accounting assistance?
Charges are only made when you post a purchase invoice using automatic posting assistance. It costs nothing to simply enter the data into the solution.
-
You will be charged if you use automatic accounting assistance, even if you make changes to certain fields yourself.
-
No charges will be made if you link a document to something you have already posted manually, or if you select the option Manually without assistance when processing the source document image.
Are receipts also affected?
No, receipts and other supporting documents are not affected; it only applies when you post an source document image as a purchase invoice.
Related topics
|
E-invoices |
|
|
Upload images |
|
|
The Spiris Scanner app |
|
|
Receive purchase invoices from Kivra |
|
|
Aktivera samarbete i Bookkeeping & Invoicing från Visma Byråstöd |
