Qvalia automates the steps between sending or receiving a business document and recording it in your accounting system. Which steps you can automate depends on your plan and on the format your documents arrive in.
Supplier invoices
- Receive supplier invoices as Peppol e-invoices, or as PDFs that capture turns into structured data.
- Peppol invoices are validated against the rules for their format before they are delivered.
- Apply your own invoice rules: invoices that deviate can be held in quarantine or disputed with the supplier.
- Get posting suggestions for each invoice line, based on your chart of accounts and posting history. Your team confirms or corrects them.
- Route invoices for approval in the workflow, on the web or in the mobile app.
- Approved invoices and their coding move on to posting in your accounting system.
Customer invoices and orders
- Create and send e-invoices and credit notes in the web app, or send them from your ERP through the API or an ERP connector.
- Turn received orders into invoices with order-to-invoice automation.
- Add information to outgoing invoices with custom rules, based on what each customer requires.
- With B2B checkout, business customers in your online store can choose to receive an invoice instead of paying by card.
- Deliver each invoice through a channel the customer can receive: Peppol by default, or email, print, EDI, internet bank, and digital mailbox. With dynamic routing, Qvalia chooses the channel for each recipient. See delivery channels.
- Send catalogs, order responses, and despatch advice over Peppol.
Customer and supplier records
Master data populates customer and supplier records with company information from external business databases, and suppliers can be checked to confirm that they are still active.
Analysis and follow-up
- Classification assigns UNSPSC codes to invoice lines and products, so purchases can be grouped across suppliers.
- Spend analysis shows purchases by category down to line-item level.
- The transaction log and user log show message traffic and user activity.
Integration
Connect your systems through the API, SFTP, or ERP connectors. The Invoicing API, Order API, OCR API, and Enrichment API are documented in the API reference. See also How to use the Peppol API.
Payments are made through your bank or payment system. Qvalia transfers the payment information on the invoice, such as bank account and payment reference.
Contact us to go through which steps you want to automate.
