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NOVEX Rechnungseingang at a glance

In 30 seconds

NOVEX Rechnungseingang takes incoming invoices from the file to the archive. You upload an invoice, capture its details, have it checked and approved in the approval process, assign its accounts and hand it on to bookkeeping. The original stays unchanged in the archive. Viewing, the archive and the export stay open even without a running plan.

In detail

The path of an invoice

This is how an incoming invoice runs through NOVEX Rechnungseingang. Which steps your process contains, and in which order, is set per organization. Several steps can be switched off there.

  1. Upload. You upload the file to the intake, by choosing it or by dragging it onto the page. See Capturing invoices.
  2. Capture. For an e-invoice NOVEX reads the header data from the file. For a PDF invoice you enter the details, or you let OCR propose them on request.
  3. File. NOVEX assigns an intake number and stores the original in the archive as it was received.
  4. Check. The invoice passes the checking steps of your process, for example assigning the supplier and a check of the captured details for anomalies. Whether an invoice is complete is for you to judge.
  5. Assign accounts (Kontierung). The booking lines with account, cost centre and tax key are pre-filled and confirmed by a person. See Kontierung.
  6. Approve. The responsible people decide in the approval process, depending on cost centre and amount. See the approval process.
  7. Close and export. Accounting closes the invoice. An export file in the DATEV Buchungsstapel (EXTF) format contains the bookings; you import it into a bookkeeping program that reads this format.

Afterwards the invoice stays findable in the archive of the incoming invoices.

What NOVEX Rechnungseingang does not do

  • NOVEX does not book by itself. The Kontierung is prepared and exported; you carry out the booking in your bookkeeping program.
  • Invoices arrive by upload. NOVEX does not currently offer mailbox retrieval.
  • An e-invoice is read and displayed, but not validated formally against the standards. NOVEX checks that the file is well-formed and that amounts, tax rates and dates are readable. A formal validation is not part of the scope.
  • OCR never runs on its own. A file is only read on a person's click.
  • Each organization has one process. Several parallel processes do not exist.

What stays open without a plan

Without a running plan you can still view invoices, find them in the archive, export them and complete documents that are already in the process. Setting up and new reading runs need the plan. The exact split is on the page What is possible without a plan.

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