Forward the invoice, done. The rest happens in the DMS.
Each client gets its own email address. Documents that arrive there go straight into the DMS. No more printing, filing and retyping.
What happens to an email sent to the inbox
- Straight into the DMSThe document from the email is filed in the client's DMS, without a detour via your computer.
- Read automaticallyText recognition reads it, and document recognition pre-fills the supplier, amount and date.
- E-invoices checkedIncoming XRechnung and ZUGFeRD e-invoices from the mail inbox automatically arrive in the system as checked purchase invoices.
- Separate for each clientEach client has its own address. Documents from different companies do not get mixed up.
If your tax adviser keeps doing the bookkeeping
- Preparatory bookkeeping
- You upload documents by photo, scan or email. The DMS archives them in line with GoBD (German rules for digital bookkeeping), and the system sorts them by date and supplier. At the end of the month you hand over a clean package as a DATEV export (the accounting software most German tax advisers use).
Related
Documents by email instead of a folder going back and forth?
Try the WorkOrderAgent free for 20 days, or let us show you the path from inbox to booking.
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