Automation of processing incoming and outgoing invoices, including their registration, data recognition and cost allocation.
Effective invoice management is a key element in optimizing a company's financial processes. With Invoicing for Bitrix24, you can automate routine invoice processes, minimizing errors and saving time. The application uses modern technologies such as neural networks and OCR to simplify work with documents and increase efficiency.
Let's take a closer look at how Invoicing supports business, what features it offers, and how it can be used to increase work efficiency.
What is Invoicing for Bitrix24?
Invoicing is a tool integrated with Bitrix24 that allows you to automate the processes associated with incoming and outgoing invoices. With the app, you can register documents, recognize data, allocate costs by cost centers and expense types, and integrate data with external accounting systems.
With the app you can:
- Automatically recognize invoice data and fill in the appropriate fields.
- Allocate costs by cost centers, expense types, projects, and companies.
- Export data to external accounting systems.
- Manage documents at every stage of their processing.
Main features of Invoicing application
Automatic Data Recognition (OCR)
The application uses neural networks to automatically read information from invoices:
- Recognition of document fields and automatic filling of data in Bitrix24.
- Minimize errors and save time.
- Ability to filter and segment documents.
Cost allocation
Divide the invoice amount into parts and assign them to specific cost centers, expense types, projects, or transactions:
- Cost centers: unique units associated with expenses, such as departments or activities of the company.
- Types of expenses: general categories, such as server rental or promotion costs.
Advanced document processing
Intuitive interface for convenient document management:
- Stages of verification of invoices by managers and accounting.
- Notification of deadlines for documents.
- Change history and quick view of documents.
- Ability to print and archive.
Integration with accounting systems
Export data to external accounting systems such as Optima (for Poland):
- Automatic Data Transmission.
- Support for various export formats.
Convenient search and classification
Find documents quickly with Advanced Search and tagging features:
- Search through all fields of the document.
- Adding tags and short descriptions.
Examples of Invoicing applications
Automatic processing of incoming invoices
With OCR, the application automatically recognizes invoice data and fills in the appropriate fields:
- Documents are transferred from a network drive or e-mail.
- The System automatically reads the data and assigns it to the appropriate fields.
- Invoices are ready for further processing in a few seconds.
Example:
The company receives 50 invoices per month. Thanks to Invoicing, the time required for their registration is reduced by 70%.
The result: saving time and minimizing errors.
Cost allocation by cost centers
Divide the invoice amount into parts and assign them to different cost centers:
- Assign expenses to departments such as marketing or IT.
- Automatic generation of cost reports.
Example:
The company allocates the costs of the advertising campaign between the marketing and sales departments.
The result: better control over the budget and more accurate financial reports.
Integration with accounting systems
Export invoice data to external accounting systems:
- Automatic data transmission to the Optima system.
- Real-time data synchronization.
Example:
The company uses the Optima system for accounting. Thanks to Invoicing, data from invoices are automatically sent to the system, eliminating the need for manual entry.
The result: faster and more efficient financial management.
Why choose Invoicing?
Invoicing is a comprehensive solution for companies that want to automate processes related to invoices and cost allocation. Thanks to her you can:
- Minimize errors with Automatic Data Recognition.
- Improve cost and Budget Management.
- Integrate data with external accounting systems.
- Save time and increase work efficiency.
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