Esimweni sanamuhla sebhizinisi esisheshayo, ukuphathwa okusebenzayo kwama-akhawunti atholwayo (AR) kanye ama-akhawunti akhokhwayo (AP) kubalulekile ekugcineni ukugeleza kwemali okunempilo. Ama-invoyisi ayingxenye ebalulekile yalokhu. Ukudalwa kwe-invoyisi nokucubungula ama-invoyisi kuyizinyathelo ezibalulekile kulezi zinqubo.

Oracle I-NetSuite Uhlelo oluqinile lokuphatha ama-invoyisi lunikeza isisombululo esinamandla sokuzenzakalela kanye nokwenza lula inqubo yama-invoyisi, ukukhulisa ukusebenza kahle nokuthuthukisa umgomo wakho oyinhloko.

Lo mhlahlandlela obanzi ungena ujule emakhonweni e-Oracle NetSuite kukho kokubili i-AR ne-AP, ikunikeza amandla okulawula ukusebenza kwakho kwezezimali. Sizophinde sixoxe nge-NetSuite kanye ne-AI-automation enikwe amandla ukwenza lula ezinye zezinqubo ezenziwa ngesandla ku-AR ne-AP.

Lo mhlahlandlela Wokuphathwa Kwe-invoyisi ye-NetSuite uhlanganisa izici ezilandelayo:

• Ama-akhawunti Atholwayo - Ukudala nokubuyekeza ama-invoyisi okuthengisa, ukwenza ngendlela oyifisayo ukuhamba komsebenzi kwe-AR
• Ama-Akhawunti Akhokhwayo - Ukudala nokuvuselela izikweletu zabathengisi, ukwenza ukufanisa kwe-PO, ukwenza ngokwezifiso ukuhamba komsebenzi kwe-AP

I-Invoicing ye-NetSuite - Ama-Akhawunti Atholwayo (AR)

Ukuqoqa izinkokhelo kumakhasimende kungaba umshikashika oqhubekayo kumabhizinisi amaningi. Izici ze-AR ye-NetSuite zikuhlomisa ngamathuluzi okusheshisa inqubo futhi uthuthukise izinga lokuqoqwa kwakho:

Ukudalwa kwe-invoyisi

Khiqiza ama-invoyisi ngokushesha futhi kalula ngokuguqula ama-oda okuthengisa abe ama-invoyisi ngqo. Lokhu kuqeda isidingo sokufakwa kwedatha okuyimpinda, ukuqinisekisa ukunemba nokukongela isikhathi esibalulekile.

Ngaphansi KweziMali-> Ukuthengisa-> Chofoza okuthi 'Dala Ama-invoyisi'

Chofoza ku-'Okwenziwe okusha'

• Esikrinini esingenhla, ungakhetha ifomu. Faka Ikhasimende kanye nedethi ye-invoyisi.
• Unenketho yokukhetha izinhlobo zemali eziningi kanye nezinga lokushintshanisa elifanele.
• Esigabeni sezinto, ungafaka izinto zomugqa ezikhokhelwayo. Kumathebhu alandelayo, ungakwazi ukwengeza amakheli okukhokha engeziwe kanye nemininingwane yentela.
• Nikeza amakhasimende akho ngendlela elula nengenazinkinga yokwamukela ama-invoyisi. I-NetSuite ikuvumela ukuthi uthumele ama-invoyisi nge-imeyili noma unikeze ngengosi evikelekile eku-inthanethi ukuze uthole izinketho zokuzisiza wena ngokwakho.

Izifanekiso ze-invoyisi ze-NetSuite ezenziwe ngendlela oyifisayo

Dizayina izifanekiso ezichwepheshile ezibonisa ubuwena bebhrendi yakho futhi ukhulume ngolwazi olubalulekile njengemininingwane yomkhiqizo, amanani entengo, imigomo yokukhokha, nezinsuku zamanqamu.

Ungakhetha izifanekiso zama-invoyisi ahlukahlukene ngaphansi kokuthi Ukwenza Ngokwezifiso-> Amafomu-> Amafomu Okwenziwe.

Ungabona izifanekiso ezihlukahlukene ezifinyeleleka lapha. Hlunga ohlotsheni lwe-invoyisi. Ungakha isifanekiso esisha bese ukhetha uhlobo njenge-invoyisi.

Ungakhetha kusifanekiso esikhona bese ucindezela okuthi Enza ngendlela oyifisayo ukuze uhlele

Kusifanekiso Sokuphrinta, ungakhetha izifanekiso ze-HTML zangokwezifiso ezivumela ukuguqulwa nokuklama okunwetshiwe

Ungakhetha izifanekiso zama-invoyisi ahlukahlukene esikrinini sasekhaya ngaphansi kokuthi Ukwenza Ngokwezifiso->Amafomu->Izifanekiso Ezithuthukisiwe ze-PDF/HTML. Isithombe-skrini esinamathiselwe yindlela isikrini somhleli esibukeka ngayo.

• Ungachofoza inkinobho ethi '+' ukuze ufake izinkambu kuyo yonke i-NetSuite.
• Izinkambu zingafaka igama lenkampani yakho, i-invoyisi, izinto zomugqa, njll.
• Uma i-invoyisi idaliwe, izinkambu ezisifanekiso zigcwaliswa ngokuzenzakalelayo ngokuya nge-invoyisi.

Lokhu kudala indlela engenazihibe yokuchaza kusengaphambili izifanekiso futhi ubone ngeso lengqondo ukuthi zingabukeka kanjani. Ungangenisa futhi izifanekiso ze-HTML.

Unezinye izinketho zokwenza ngokwezifiso ukufaka izithombe, ukuhlehla ube amakholomu amaningi, engeza izinombolo zekhasi, nokuningi.

Kukhona ezinye izici ezisiza ukutholwa kwama-akhawunti nama-invoyisi ku-NetSuite.

• Izinketho Zokulethwa Okuningi: Ungawalondoloza futhi uwalande njengama-PDF noma ngokuqondile ama-invoyisi nge-imeyili kumakhasimende.
• Izikhumbuzi Zokukhokha Ezizenzakalelayo: Ungawavumeli ama-invoyisi asele engene emifantwini. I-NetSuite ikuvumela ukuthi usethe izikhumbuzi zokukhokha ezizenzakalelayo ezazisa amakhasimende mayelana nezinkokhelo ezidlulelwe yisikhathi. Ungenza ngendlela oyifisayo isikhathi nemvamisa yalezi zikhumbuzo ukuze ugudluze amakhasimende akhokhele ngokushesha.
• Ukubonakala Kwenkokhelo Yesikhathi Sangempela: Thola imininingwane yesikhathi sangempela mayelana nokuguga kwakho kwe-AR. I-NetSuite ihlinzeka ngemibiko enemininingwane ehlukanisa okutholwayo ngokwezigaba ngokusekelwe ngezinsuku zakho ezifanele, okukuvumela ukuthi ubone izinkokhelo ezidlulelwe yisikhathi futhi ubeke imizamo yokuqoqa kuqala.

Ukwenza ngokwezifiso okwengeziwe nge-SuiteApp

The I-Electronic Invoicing SuiteApp yakhelwe ukusekela ukwenza ngokwezifiso okulandelayo:

• Izindlela zokuthumela ngokwezifiso-Umlawuli kufanele enze izindlela zokuthumela i-e-document ezitholakalayo ukuze zikhethwe kwirekhodi lomsebenzi kanye nerekhodi lephakheji le-e-document. Izindlela zokuthumela kufanele zisetshenziswe njengama-plug-in ngokwezifiso esikhundleni semibhalo.
• Ukuhlela ukukhiqizwa kwe-e-document ephumayo—I-Electronic Invoicing SuiteApp inika amandla umlawuli ukuthi akhiphe umbhalo ukuze akhiqize amadokhumenti e-elekthronikhi amaningi ngesikhathi esisodwa esikhundleni sokukhiqiza mathupha amadokhumenti e-e okwenziwa ngakunye.
• Ukuhlela ukuthunyelwa kwe-e-document ephumayo - Njengombhalo wokukhiqiza amadokhumenti e-e ngobuningi, i-Electronic Invoicing SuiteApp nayo inombhalo wokuthumela okuzenzakalelayo okuhleliwe kwama-e-documents aphumayo. Umbhalo uthumela amadokhumenti e-e aphumayo kuphela isimo sawo Silungele Ukuthunyelwa.

Ukucutshungulwa kwe-invoyisi: Ama-akhawunti Akhokhwayo (AP)

Emabhizinisini amaningi, ukuphatha ama-akhawunti akhokhwayo kubandakanya inqwaba yamaphepha kanye nokufakwa kwedatha okuyisicefe. I-NetSuite ikuvumela ukuthi umise uhlelo olubanzi lokuphatha ama-invoyisi omthengisi, oluhlanganisa ama-invoyisi axhumene ne-PO kanye nazimele, kanye nekhono lokufanisa izindlela ezi-2 nezi-3.

Nansi indlela ongakwenza ngayo okukodwa kokusebenza okuyisisekelo kwe-AP (ukudala uMthethosivivinywa) ku-NetSuite:

• Kokwenziwayo->Izinkokhelo->Izinkokhelo, ungakwazi ukwengeza ibhili entsha futhi ubone ekhona kakade.
• Uma idalwe mathupha, ibhili idinga ulwazi olwengeziwe mayelana nezinto zomugqa, inani, izintela njll.
• Uma umthethosivivinywa usungeziwe, ungawubuyekeza futhi uwugunyaze

2-indlela kanye 3-indlela PO Matching

Ibhili yomthengisi ingase ifaniswe ne-Phchase Order ekhona, ngokuya kokuthi Thenga I-oda -> Uhlu lwama-PO, lapho 'ungathola' khona ibhili bese 'Ukhokha' i-PO ngokufanisa ibhili yomthengisi nayo.

Ukufanisa ibhili ne-PO kuphumela kokuthi I-oda Lokuthenga lishintshe isimo sisuke kokuthi “Isikweletu Esisalindile” siye “sokukhokhiswa Ngokugcwele”. Ungakwazi futhi ukwenza ukufana kwe-PO ngokwengxenye, ngokubuyekeza kuphela izinto zomugqa ezidingekayo ku-PO - nokho-ke, lokhu kungashintsha kube inqubo eyisicefe yokwenza mathupha kuwo wonke amabhili omthengisi oyedwa.

Lo msebenzi ku-NetSuite uphinde uxhumene nezicelo zokukhokha - ibhili yomthengisi nayo ingagunyazwa njengenkokhelo ekhokhiwe. Kodwa-ke, lokhu futhi kuyinqubo eyenziwe ngesandla futhi ethambekele ekwenzeni iphutha. Yilapho isidingo se-automation kanye nezinqubo eziqhutshwa yi-AI singena khona.

Imisebenzi ye-AP okungenzeka ukuthi ihlomule ngokuzenzakalelayo yileyo lapho unganciphisa khona isikhathi sokucubungula noma ukhuphule ukunemba, ngaleyo ndlela wonge imali. Uma kuqhathaniswa nokucubungula okwenziwa ngesandla, Ukuzenzekelayo kwe-AP ingathuthukisa kakhulu izinyathelo ezilandelayo:

• Ukungena kwedatha. Ukuzenzakalelayo ukuthathwa kwedatha yama-invoyisi futhi amanye amadokhumenti omthombo ayashesha futhi awathambekele kangako ekwenzeni iphutha kunokufaka idatha mathupha.
• Ukufanisa ama-invoyisi. Ama-invoyisi angafaniswa ngokuzenzakalelayo namadokhumenti asekelayo, njengama-oda okuthenga nokwamukela amadokhumenti (ukuhambisana kwezindlela ezintathu). Lokhu kufanisa okuzenzakalelayo kuyashesha futhi kunembe kakhulu kunokufanisa mathupha, ikakhulukazi emabhizinisini okungenzeka kudingeke afane namadokhumenti agcinwe ezindaweni ezihlukene.
• Ukubhala ama-invoyisi. Ungasungula imithetho esetha ngokuzenzakalelayo ijenene elilungile ikhodi yeleja ye-invoyisi ngayinye, ukuqeda isikhathi nokungahambisani okukhona ekubhaleni amakhodi mathupha.
• Umzila wokugunyaza. Umzila we-elekthronikhi kubo bonke abagunyazi abadingekayo uyashesha kunokuthumela mathupha amadokhumenti komunye nomunye wabo, futhi uhlinzeka ngomkhondo ongcono kukho konke ukuhamba komsebenzi.

I-Payment Automation SuiteApp ikuvumela ukuthi wenze izinkokhelo zomthengisi ngokuzenzakalelayo futhi uphathe i-A/P yakho nokugeleza komsebenzi wokubuyisana kahle. I-Payment Automation iyingxenye ye- Imojuli ekhokhelwayo ye-AP Automation. Le SuiteApp iza nemikhawulo yayo, kulapho ukuhlanganiswa kwezinkampani zangaphandle nezinye i-SuiteApps kungena khona ngaphambili futhi kunikeze izinzuzo ezengeziwe:

Le SuiteApp iza nemikhawulo yayo, kulapho ukuhlanganiswa kwezinkampani zangaphandle nezinye i-SuiteApps kungena khona ngaphambili futhi kunikeze izinzuzo ezengeziwe:

• Hlanganisa futhi ukhiphe ama-invoyisi, ama-PO, njll., kusuka emithonjeni eminingi. Akusekho ukudonsa nokuwisa, i-imeyili, noma ukuxhuma i-Google Drayivu yakho, njll.
• Izilungiselelo zokugunyaza eziyinkimbinkimbi ezinezikhumbuzi zokugunyazwa nokulandelela
• I-AI yokufanisa ama-invoyisi, i-PO, nayo yonke imiklamo ehlukahlukene abangena ngayo.
• Izinketho zokukhokha ezengeziwe nokuhlanganiswa ne-Stripe, Wise, Revolut, ne-ACH.

Ama-Nanonet: Umpetha wakho we-AP Automation

I-Nanonets iyisixazululo esinamandla se-AP esishintshashintshayo esisebenzisa umlingo we-Artificial Intelligence (AI) ukuze kuqondiswe ukucutshungulwa kwe-invoyisi futhi ihlanganiswe ngaphandle komthungo ne-NetSuite nokunye ukuhlanganiswa.

Ethenjwa amabhrendi angaphezu kuka-10,000+, i-Nanonets iza nokuqashelwa kwe-invoyisi esezingeni eliphezulu kanye nesofthiwe ye-AI yokuqashelwa okunembile nokucutshungulwa kwe-AP.

Nawa amazwibela okuthi iNanonets ikwenza kanjani ngokuzenzakalelayo ukuhamba komsebenzi kwe-NetSuite AP:

1. Amarisidi Ama-invoyisi Azenzakalelayo: Ukungenisa ama-invoyisi ku-Nanonets kusuka emithonjeni eminingi ihamba phambili ekilasini ngokunemba nokuhlanganisa.
2. Ukufakwa Kwedatha Okuzenzakalelayo: I-Nanonets ikhipha idatha ehlelekile kuma-invoyisi akho, kungakhathaliseki ukuthi ifomethi ye-invoyisi iyini nokuthi i-invoyisi iskenwe noma idijithali.
3. Ukuqinisekisa Okuzenzakalelayo: Ukuhambisana kwezindlela ezimbili nangale kwalokho. Fanisa ulwazi lwe-invoyisi ngokumelene nama-oda okuthenga avulekile, Amanothi Okulethwa, namanye amadokhumenti e-AP. Gwema inqubo yokufanisa eyisicefe ye-NetSuite ngokuphelele.
4. Umzila Wokuvunyelwa kwezigaba eziningi: Thumela izaziso ezizenzakalelayo kumuntu ofanele enhlanganweni ukuze abuyekeze ama-invoyisi ngaphambi kokugunyazwa. Abasebenzisi abadingi ukukhokhela amalayisense e-NetSuite ukuze bagunyaze ama-invoyisi.
5. Ukuhlela Ukukhokha Okuzenzakalelayo Nokucubungula: Khokha ama-invoyisi usebenzisa noma iyiphi indlela yokukhokha
6. Ukuvumelanisa kwesikhathi sangempela: Ngenisa ishadi lakho le-NetSuite lama-akhawunti futhi udale imithetho ukuze wenze ikhodi kumadokhumenti kusuka kubathengisi bakho.

Ngokuzenzakalela le misebenzi ebalulekile, ama-Nanonets anciphisa kakhulu umzamo owenziwe ngesandla, anciphisa amaphutha, futhi asheshise inqubo ye-AP, okuvumela iqembu lakho ukuthi ligxile emizamweni yamaqhinga kakhudlwana.

Ukukhulula Amandla Okuhlanganiswa Komdabu

Ukuhlanganisa i-Nanonets ne-NetSuite kuvula izinzuzo eziningi zamabhizinisi abo bonke osayizi. Nazi ezinye zezinzuzo eziphoqa kakhulu:

• Umzamo Owehlisiwe: I-Nanonets yenza ngokuzenzakalelayo ukucutshungulwa kwe-invoyisi, ikhulula ithimba lakho le-AP.
• Ukunemba Okuthuthukisiwe: Ukuhlanganiswa kunciphisa amaphutha futhi kuqinisekisa ubuqotho bedatha.
• Ukucubungula Ngokushesha: Yenza ngokuzenzakalelayo imisebenzi ukuze uthole ukugunyazwa okusheshayo nezinkokhelo.
• Ukubonakala Okukhulisiwe: Thola imininingwane ngamadeshibhodi esikhathi sangempela.
• Ukuthobela Okuthuthukisiwe: Iqinisekisa inqubo ye-AP elula futhi efundekayo.

Ukuhlanganisa i-Nanonets ne-NetSuite kungenza ngokuzenzakalelayo futhi kuthuthukise ukusebenza kwama-akhawunti akhokhwayo. Le nhlanganisela ingenza lula inqubo ye-AP, yehlise izindleko, futhi inikeze ithimba amandla okugxila ezinhlelweni zamasu.

Ukuthatha Isinyathelo sokuqala Sibheke ku-AP Automation

I-Nanonets yenza ama-akhawunti akhokhelwe ngokuzenzakalelayo, ukushayela kahle, ukunemba, kanye nenqubo yezezimali eqinile. Sebenzisa i-AI nokufunda komshini ukuze uhole ekuphathweni kwezimali. Susa amaphutha, shintsha imisebenzi, futhi uhlanganise kalula i-AP. Bona ukuthi i-Nanonets ithunga kanjani izixazululo ngedemo yamahhala. Ngena ekusaseni lezezimali nge-Nanonets.

Hlela iDemo

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• Source: https://nanonets.com/blog/managing-invoices-in-netsuite/