Incoming invoice processing with SharePoint and Microsoft 365
Shareflex Invoice supports your financial accounting along the entire process chain — from invoice receipt to processing and archiving.
Flexible, secure and efficient.
Shareflex® Invoice – Digitally manage your invoices easily
Shareflex Invoice integrates seamlessly into your existing SharePoint (Online) and Microsoft 365 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 short guide and the feature overview. Additionally, you can convince yourself of the possibilities of our solution in a free Live Demo. And we are always happy to answer your questions in a personal conversation, too!
The most important features of Shareflex Invoice at a glance
Invoice Processing
➀ Convenient and efficient
➁ User-friendly interface
➂ Fully integrated AI and rules-based content recognition of incoming invoices including item data
➃ Automated assignment of all process participants
➄ Role-based permissions
➅ Advanced meta data search
➆ Automatic workflow log
Processes and Workflows
➀ Freely configurable, multi-stage release process
➁ Ensuring the four-eyes or multiple-eyes principle
➂ Escalation mechanisms to meet deadlines
➃ Integrated substitution rules
➄ Automatic email notifications to meet deadlines
➅ Collective notification by email
➆ Generic interface for invoice import
➇ Standard interfaces for ERP integration
Archiving
➀ Audit-proof archiving of all invoices and attachments
➁ Long-term secure storage with Microsoft 365
Reporting
➀ Dynamic lists and filter views
➁ Excel export
➂ Graphical reports with Power BI
Additional features / Modules
➀ Processing of invoices in the formats ZUGFeRD and XRechnung
➁ MS Exchange integration for automatic absence detection
➂ Mobile invoice approval via Adaptive Card
Free online demo
Would you like to learn more about Shareflex Invoice? Just book an appointment for your personal Live Demo right now! The presentation will tell you everything about processing incoming invoices with SharePoint / Microsoft 365 and Shareflex. In about 60 minutes, individually and directly demonstrated on a live system by our Shareflex experts.
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.
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
Do you have any questions? I will be happy to answer them personally!
Frank von Orlikowski
CEO and Sales
Phone +49 40 226040 00
info@portalsystems.de
