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Administration




 

Introduction

Anne  •  Your coach

Welcome to the administrative department!

Become an accountant and handle the incoming mail.

Discover:
- the encoding and processing of vendor bills 
- artificial intelligence (IA)

- the creation of an amortization schedule 
- electronic signature (eSign)

It's time to get started, goodbye boring and tedious encoding! 

                     1. Send the customer invoice

Luc Vandenoever  •  The supplier 

Hello, Woody Furniture! Thank you for your purchase. We will ship your products as soon as possible.

You

Thank you! Could you send me the invoice?

Luc Vandenoever  •  The supplier (on the tablet)

Yes, of course! First, In the Accounting app, under the Sales journal, I confirm the invoice. Then, I send it to you by email and via Peppol.

You

Perfect! I check for the good reception of the bill in the Purchase journal of the Accounting application. I then confirm the bill.

                             2. Control the vendor bill

Laurence  •  The super assistant

Hi, the Inventory Manager informed me that we only received 25 of the 30 bamboo storage boxes we ordered. Could you arrange a credit for the missing boxes?

You

Don't worry, I'll do that. From the bill in the Purchases journal, I send a message to our supplier Vandenoever to inform him about the issue and ask him for a credit note.

Put an extra explanation about the process: 
Why should you request/send a credit note?

 a 

   3. Create a credit note

Luc Vandenoever  •  The supplier 

Hi, I received your message. My apologies for the inconvenience. From the bill, I create a credit note for the undelivered items. I enter “Non-delivered items” as the reason and click Reverse.

On the credit note, I change the quantity to 5 to credit the undelivered item. Then I confirm the credit note and send it to you via email and Peppol.

You  •  Accountant

Thank you! I verify that the credit note has been recorded in the Purchases journal, and then confirm it.

                                  4. Sign the contract

 Laurence  •  The super assistant

Hi, we have several documents in the Documents app that need to be sorted. Could you take care of this?​

You

Of course! I'll use the AI features to automatically sort the documents into the appropriate folders.

5. Sign the contract

Laurence  •  The super assistant

A vendor sent us a new agreement to sign.

I saved it in the Documents,  category Contracts. Select it and use the sign action.

You

I'll take care of it!
I drag the signature field to the bottom of the page and I sign it now.

Finally, I validate and send the completed document.

You can find the signed document in the Sign application 

thanks to the magic of integration.