Digital inbox

You can purchase the digital inbox by subscription. You can subscribe yourself at any time in the cloud manager of your BUSINESS-Close or cancel the program. Before taking out a subscription, you can order a demo version and get to know the digital inbox free of charge for 30 days.

You define the basic settings for your work with the digital inbox:

• Combine employees in user groups
• Define workflows for the tasks
• Specify the directory from which files are automatically received
• Make pre-assignments for the automated inclusion of the documents in your construction file

The digital inbox offers you the option of transferring the data from imported digital supplier / incoming invoices as well as digitized paper invoices to your incoming invoices. The automatic field recognition and the data assignment by mouse click from the file view means that the data does not have to be typed in and the supplier invoices are quickly and easily available for timely payment via the SEPA clearing interface and the timely evaluation of your construction sites.

Post invoices quickly

• The recognized invoice items can be posted in various ways.
• Find out about the various options and decide on the right path for your company.
  

Reconcile invoices with existing delivery note bookings

• The recognized invoice items can be compared with existing delivery note postings of the final costing.
• Get to know the functions for an automatic or manual adjustment.
  

Import of e-invoices

• All invoice data is read from the XML part of e-invoices in ZUGFeRD format.
• For X invoices, the data contained in the XML file is read out and a PDF file is generated from it. This is displayed for support in the digital inbox and saved in addition to the XML file in the construction file.
  

You can use the workflow to access all documents that are not incoming invoices Other edit and with the help of the automated field recognition and the data assignment by mouse click from the file view quickly and easily in your DATAflor Save building files. To carry out further processing steps or to take note of it, you can delegate the task in the inbox to another employee and create a resubmission for the document in your construction file.

Create new address
When importing files for addresses that have not yet been recorded, the recognized data can be used to create the address.

View
In addition to the left-right switch of the task overview/file view and the data fields, the task overview/file view can be opened in an extra window and thus also displayed on a separate screen.

User with the user right Show all tasks can choose between viewing their own tasks and all tasks in the digital inbox. In addition, these users can edit/forward/delegate any task on behalf of colleagues, etc. After the upgrade, the users are part of the user group Administrator entitled to use the new function.

Define stamps
The text variable [INPUT DATE] is available for the design of stamps. It is automatically filled with the date in the field when the stamp is set date of receipt is set.