Extracting QR invoices and e-invoices
Third-party invoices can be entered in Vertec and assigned to a project
How contact management creates value
An up-toup to date master of all relevant contact data is a prerequisite for functioning business processes. Acquisition, support, customer loyalty – these and other processes are based on well-maintained data. With Vertec, your data is located in one central location. From there, the data for various processes in Vertec are retrieved.
- Efficient management of root data
- “Single source of truth” for many business processes
- All data in one system
How importing invoices works
Document import
You start by clicking on “Import posting...” and selecting a file in PDF, Image (PNG, JPEG, BMP) or XML format. If the document contains posted QR code, it is automatically evaluated. Depend on the format (Swiss-QR or EPC-QR), different fields are imported directlyApply
Swiss QR code
- Automatic transfer of account (QR-IBAN), reference number, currency, amount, supplier (if any), invoice number (external number), due date and invoice date.
- If a supplier with exactly the same name and ZIP code exists in the system, it is assigned to it – otherwise Vertec asks if a new supplier should be created.
- Lack of user rights to create new addresses will result in an error message, for example for project supervisors without address administrator rights.
- Existing supplier is retained if the QR code identifies a different company; no change is made.
EPC QR code
- Automatic entering of payee, IBAN, reference number, currency and amount fields.
Other QR Code Formats / Documentless QR
- If an unsupported QR code is detected, only the receipt is saved without any data being applied.
- If a posting is imported without a QR code, existing vendor information remains unchanged.
Presentation of the receipt / document
- After import, the receipt is shown: for image files directly, for PDFs the first page, for XML the XML document itself (read-only).
- Images and PDF pages can be saved or deleted by right-clicking; XML documents can be saved or deleted using appropriate buttons.
Knowledge Base Articles
Prerequisites
Modules “Services & CRM,” “Purchase”
Related features
Cost Accounting, Supplier Invoices
Frequently asked questions
Can I access the customer history to see always the latest status?
If you update your customer history in Vertec, you can view it at any time. The history is filterable and is displayed either in an entire list or as a cluster of activities such as emails or phone calls. We call this the activity feed. Full-text search allows all authorized persons to search content stored in Vertec, including emails. With the Outlook AppOutlook App, you can see the activity feed of a contact directly in Outlook.
Can invoices of suppliers be charged on to several customers or projects?
Yes, you can decide whether the invoice is either charged or forwarded directly.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook AppOutlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage. With the full text search, emails stored in Vertec can be searched by all authorized persons.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
