Shareflex^® Invoice

Digital invoice processing with SharePoint and Microsoft 365

Shareflex Invoice supports your financial accounting along the entire process chain – from the receipt of an invoice to its processing and archiving.

✯ Keep track of all your deadlines dates
✯ Workflow-based invoice review and approval
✯ Integrates easily with your existing ERP

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Screenshot of a verification task with document info and invoice preview in Shareflex Invoice, the software for processing incoming invoices with SharePoint and Microsoft 365 from Portal Systems.

Shareflex^® Invoice – The easy way to digital invoice processing

Based on SharePoint Online, Shareflex Invoice can be seamlessly integrated into your existing Microsoft 365 environment for the processing of incoming invoices. The solution has standard interfaces for ERP integration and scales as your company grows.

The core of Shareflex Invoice is the freely configurable digital invoice workflow for the verification and approval of incoming invoices. This enables you to keep track of the current processing status, reduce your invoice processing times, meet your compliance requirements and never miss a discount deadline again.

Invoice processing

➳ Convenient and efficient

➳ User-friendly interface

➳ Invoice content recognition, including line item data, fully integrated with AI and rules-based recognition

➳ Processing of electronic invoices (ZUGFeRD, XRechnung)

➳ Automatic assignment of all process participants

➳ Role-based permissions

➳ Advanced metadata search

➳ Automatic workflow protocol

Processes and Workflows

➳ Fully configurable, multi-level approval process

➳ Ensuring the four-eye or multiple-eye principle

➳ Escalation mechanisms for meeting deadlines

➳ Integrated delegation rules

➳ Automatic email notifications to ensure compliance with deadlines

➳ Group notification via email

➳ Generic interface for invoice import

➳ Standard interfaces for ERP integration

Discover Shareflex Invoice now

Would you like to learn more about Shareflex Invoice? Book your personal live demo now! There, you will learn everything you need to know about incoming invoice processing with SharePoint / Microsoft 365 and Shareflex. In approx. 60 minutes, individually and directly demonstrated in the system by our Shareflex experts.

The Shareflex^® Invoice user interface

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 maintain an overview. That is why we have developed an intuitive, easy-to-understand and clear user interface for our software. This enables users to keep an eye on the most important data and deadlines at all times, making their day-to-day work easier. After all, the introduction of new software in your company will only be a success if users accept it. This applies to electronic incoming invoice processing as well as to all other business applications.