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Invoice processing with SharePoint and Office 365

Shareflex Invoice supports your financial accounting along the entire process chain — from invoice receipt to processing and archiving.

Flexible, secure and efficient.

Digitally manage your invoices easily

Shareflex Invoice integrates seamlessly into your existing Microsoft SharePoint or Office 365 / SharePoint Online environment. The solution for incoming invoice processing has standard interfaces for ERP integration and scales as your business grows.

The core of Shareflex Invoice is the freely configurable, digital invoice workflow for checking and approving incoming invoices. In this way, you always have an overview of the current processing status and reduce the processing time of your invoices. All this, while adhering to your compliance requirements. And last but not least, you’ll never miss discount deadlines again.

Have a look for yourself

All important information about Shareflex Invoice and its features can be found in our webcast and product guides.

Additionally, you can convince yourself of the possibilities of our solution in a free online demo.

And we are always happy to answer your questions in a personal conversation, too!

The most important features at a glance

Invoice processing

➀ Convenient and efficient

➁ User-friendly interface

➂ Automatic document recognition / OCR

➃ Automated assignment of all process participants

➄ Role-based permissions

➅ Advanced meta data search

➆ Automatic workflow log

Additional Features / Modules

➀ Processing of ZUGFeRD invoices without separate module for document reading / OCR

➁ MS Outlook integration for automatic absence detection

➂ Mobile invoice approval via email

Processes & Workflows

➀ Freely configurable, multi-stage release process

➁ Escalation mechanisms to meet deadlines

➂ Integrated substitution rules

➃ Generic interface for invoice import

➄ Standard interfaces for ERP integration

Archiving

➀ Audit-proof archiving of all invoices and attachments

➁ Archiving on existing storage or archive systems

Reporting

➀ Lists, groupings and graphical views

➁ Excel export

➂ Automatic email notifications to meet deadlines

➃ Collective notification via email

graphic shareflex invoice webcast

The Shareflex® Invoice Webcast

The Shareflex Webcasts now give you the opportunity to get a first impression of our solutions without obligation. Live or on demand — presented by our Shareflex expert Patrick Carl. And of course free of charge.

Understanding processes. Finding solutions.

A large number of leading companies are already taking the path to digitisation with the Shareflex solutions by Portal Systems. Are you ready for the first step, too? Just contact us, we look forward to your questions!

A small selection of companies already using Shareflex Invoice for digital processing of incoming invoices:

  • Hemoteq
  • NDF
  • BTB
  • Develey
  • Rudolf Ölz

Would you like to learn more about Shareflex Invoice? Then make an appointment for a free online presentation straight away!

The user interface of Shareflex® Invoice

Get a first impression of the user-friendly interface of Shareflex Invoice, our software for digital invoice processing.

Financial accounting can sometimes be very complex and it is not always easy to keep a clear picture. Therefore, we have developed an intuitive, easily understandable and clearly arranged user interface for our software. This enables users to keep track of the most important dates and deadlines at all times, thus making their daily work easier.

For it is only through user acceptance that the introduction of new software in your company becomes a success. This applies to the electronic processing of incoming invoices as well as to all other business applications.

Screenshot Shareflex Invoice Management Cockpit
Screenshot Shareflex Invoice Management Search Mask
Screenshot Shareflex Invoice Management Responsibilities
Screenshot Shareflex digital invoice processing inspection mask preview
Screenshot Shareflex Invoice inspection mask and actions
Screenshot Shareflex Invoice Reporting

Always stay up to date

Would you like to be informed regularly about our events, updates and product news? No problem: Just register for our monthly newsletter or follow us on social media, now!

Portrait of Frank von Orlikowski

Any questions? Please don’t hesitate to contact us!

Frank von Orlikowski, Board of Directors and Sales, +49 (0) 40 226040-12

Email: info@portalsystems.de

Microsoft Gold and Silver Partner Certficates of Portal Systems AG

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