PROVIDER INVOICES

Doceo FacCert: is the solution to massively scan, process and classify supplier invoices in paper or electronic format in a global, simple and customizable way.

ADVANTAGE:

  • Automatic data search without prior knowledge.
  • With automatic reading of header data.
  • Option to read detail lines with validation.
  • Automatic identification of the provider, with the possibility of validation against the customer's master data.
  • Generation of optimized color PDF documents, occupying little space and without losing quality.
  • Mass digitization with automatic detection of documents from separator pages or bar codes.
  • Generation of customized metadata for integration with the client's subsequent processes.
  • With access control and document traceability.

    Doceo moduleeCompulsa:

    With the module doceo eCompulsa 1.0, certified digitization of invoices with legal validity in accordance with the EHA 962/2007 regulation.

    Possibility of dispensing with the original invoice in paple, according to the wording in the Tax Agency Regulations.

    eCOMPULSA 1.0 is a software of DOCEO SOFTWARE approved by the Tax Agency since 09/22/2009.

    Mailchecker Doceo module :

    Automatic download of PDFs received in an email box.

    Automatic saving in the source folder of the data extraction process.

    HOW DOES IT WORK:

    esquema proceso Doceo FacCert: facturas de proveedor

    Scanning / Importing documents

    Digitization of documents received in paper format: With the possibility of massive digitization, using different options:
    • Fixed number of pages
    • With barcode
    • With separator page
    With the possibility of adding annexes. For invoices, with the optional doceo eCompulsa module, digital signature and storage in the legal environment of the digitized invoice. Save the original PDF documents received in the Doceo import folder to include them in the process.

    Processing of pages and documents

    The process of all the documents included in Doceo's Import folder is carried out, in a completely transparent way to the user, doing:
    • Intelligent improvement of image quality.
    • Detecting and removing blank pages, optionally
    • Converting the document between color, grayscale and black and white.
    • Reviewing the content with advanced analysis techniques.

    Validation

    The user can review all the data associated with the document, easily correcting any information extracted.
    • With the possibility of accessing the customer's master data, for example, suppliers, orders, ...
    • With customized controls, for example, verify that the sum of the amounts of the lines matches the total invoice.
    • With the possibility of automatic text modification, for example, convert "transfer" to "04".
    • With the possibility of approving, rejecting or saving the document.
    • With the possibility of saving templates.
    • With the possibility of adding rules, formulas and image enhancement to saved templates.
    • With the possibility of customizing the order of the data display.
    • With the possibility of filtering the displayed documents.

    Transfer / Result

    Once the document is approved, the following actions are taken:
    • Saving the final PDF document in the destination folder or the document manager of the company.
    • Generation of the metadata read from the document, according to the final format agreed with the client: .XML file, .TXT, .CSV, in database tables, via webservice, ...
    • Log and traceability record of all documents transferred

    ARE YOU INTERESTED?

    You have doubts? Would you like to see how it works?
    Contact us without obligation to obtain personalized information or to arrange an online demo.