E-invoice (purchase invoice)

More and more organisations are sending electronic invoices. Do you also receive electronic invoices and do you want to read and process them directly in your financial administration? This can be done manually or even automatically. You can receive, import and process electronic invoices by using e-invoices.

With this, you also read the accompanying PDF invoices and link them as an attachment (dossier item) to the e-invoice concerned. This way, you can always find the PDF file for the invoice in the dossier. Furthermore, the software retrieves information from the e-invoice for the entry of the purchase invoice if the file of the e-invoice has the extension .UBL or .XML. If you use the Purchase invoice workflow, you can process the purchase invoices further in InSite. After this, you can pay the purchase invoice (automatically).

Fin_E-factuur (inkoopfactuur) (10)

The receipt and reading of the e-invoices saves you time and the chance of error is reduced because you do not have to copy this invoice data manually.

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Description

You can read the purchase invoice (PDF and e-invoice) in the following ways:

  • Manually
  • Using the Command Line Utility

    The Command Line Utility can perform certain tasks automatically. The commands (tasks) that you want to execute are in a file that is executed by the Command Line Utility.

  • Using the Communication Service (from an e-mail box or from a folder).

    The Communication Service is the default AFAS software for the exchange of electronic messages with various agencies. You can also use this service to read e-mail messages with e-invoices from a POP e-mail box or from a physical folder on the hard drive.

You can import .xml and .ubl files as e-invoices. Profit derives the creditor from the data in the e-invoice (in the XML or UBL file) including the VAT number, CoC number, bank account number or name and address. With the data extracted from the e-invoice, Profit completes the first entry line during the entry of the e-invoice as a purchase invoice.

After the e-invoice has been read, the E-invoice view displays it with the .pdf file delivered as an attachment. If possible, the .pdf file belonging to the .xml or .ubl file for the e-invoice is linked as an attachment during the import automatically. You then process the e-invoice in the financial administration as a purchase invoice using this view.

It is also possible to retrieve and read .pdf files only (without the associated .ubl or .xml files) from the mailbox or folder. The .pdf file is then also linked automatically as an attachment. However, in this case, when entering the e-invoice as a purchase invoice you have to enter the data of the first entry line yourself. This data cannot be derived from the .pdf file.

Invoicing via eVerbinding

You can receive purchase invoices via the eVerbinding platform.

Broadly speaking, processing e-invoices by way of eVerbinding is the same as processing e-invoices by e-mail. The communication profile for eVerbinding prepares a message (using a UBL) that Profit Financial then processes into an e-invoice. The user can then process the e-invoice (purchase invoice) via the e-invoice menu in Financial.

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