Invoices and acts in Vchasno from the ERP
Sending for signature, status and the signed archive right in the document
Step by step, as in the recording
The voice-over text in English, to find the right moment or read it instead of watching.
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Invoices and acts are still printed, signed and delivered by courier, and then someone works out who signed what. Here is how it looks with the ERP and Vchasno.
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On a submitted invoice: "Vchasno", "Send to Vchasno". You choose the type: invoice or act. The customer's EDRPOU code and e-mail are already filled in, and the PDF is generated automatically.
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The ERP does not sign for you and does not store keys: your signatory applies a qualified e-signature (KEP) in Vchasno, and then the document goes to the customer. Every step is visible in the log.
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The ERP checks the status itself every fifteen minutes or on request. As soon as the customer has signed, the invoice shows "Signed by counterparty", the archive with signatures is in the document, and you get a notification.
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Case one: you clicked a second time by accident. The same invoice will not be sent again: the ERP shows that it is already in Vchasno and with what status.
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Case two: the customer rejected the invoice. You see it straight away, together with the reason. You correct the invoice and send it again, and the system only asks you to confirm.
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The "Documents in Vchasno" report shows what has been signed, what has been rejected and where documents are stuck.
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Documents do not get lost between e-mail, couriers and Vchasno, and the signed original is always next to the invoice.
Electronic document exchange: Vchasno
Invoices, delivery notes and acts of work go from the ERP to Vchasno for the counterparty's signature in one click, the signature status and the signed archive come back to the document, incoming documents are visible in the system.
Area: Accounting and taxes. The module is switched on and off for each company separately, with no per-seat licences.
The same, on your data.
The video was recorded on a demo company. Send us a sample document or order and we will show this module on it.