Without the platform
Information about Supplier Portal: Payments and Invoices lives in separate spreadsheets, and nobody knows which version is current.
With Partiu Formatura
4 modules share the same class, graduate and event records.
Finance and management · Supplier Portal: Payments and Invoices
The supplier sees what was paid, what is scheduled and sends the invoice through the portal
Two new screens in the supplier portal. In Payments, completed ones come from settlements and scheduled ones show the scheduled date and bank status, with the receipt resolved instantly: bank transaction, attachment or the settlement's own receipt. In Invoices, the supplier uploads the NF-e or NFS-e XML and the system reads it on its own; an invoice from another CNPJ is rejected, and so is a duplicate key. The invoice can be attached to a scheduled payable. The company reviews it in Purchasing, under Portal, on the Invoices tab, and the review does not post to finance on its own. Invoice permission is derived from the contact's order or finance permission, and a contract to sign appears for the right contact.
The problem and the solution
What changes when Supplier Portal: Payments and Invoices works inside the platform
This is connected information about classes, graduates and events across 4 modules, replacing scattered spreadsheets and messages.
Without the platform
A request for a number takes time because someone has to combine data from several places.
With Partiu Formatura
Completed and Scheduled Payments and Receipts update together, with figures ready for the next meeting.
Without the platform
The process depends on who is working that day, and its history disappears.
With Partiu Formatura
Everyone follows the same workflow, with recorded actions and role-based permissions.
Without the platform
Connecting with other departments means exporting spreadsheets and entering data again.
With Partiu Formatura
Supplier Portal: Payments and Invoices shares information directly with other areas of the platform.
How it works
How information moves through Supplier Portal: Payments and Invoices
Each step is a real module in this area. Its output moves to the next step without anyone entering the same information again.
What is available in Supplier Portal: Payments and Invoices
- Completed and Scheduled PaymentsWhat has already been paid, read from settlements, and what is scheduled, with bank status.4
- ReceiptsThe right receipt appears instantly, wherever it is.3
- Invoice UploadThe supplier uploads the XML and the system reads it, checks the CNPJ and rejects duplicates.6
- Review by the CompanyThe company reviews the received invoice in Purchasing, and nothing enters finance without someone deciding.4
Featured
O fornecedor consulta e envia sozinho; a empresa só confere
Pagamentos realizados lidos das baixas, programados com data e status bancário, e o comprovante resolvido na hora. O fornecedor envia o XML da NF-e ou NFS-e, o sistema lê, recusa nota de outro CNPJ e chave duplicada, e a empresa confere em Compras sem que nada entre no financeiro sozinho.
See this in action- Comprovante de três origens: transação bancária, anexo ou baixa
- "Attach invoice" button on a scheduled payable
- Permissão de nota derivada de pedido ou financeiro do contato
- Contrato para assinar aparece para o contato certo
Completed and Scheduled Payments
What has already been paid, read from settlements, and what is scheduled, with bank status.
- Completed payments listed from finance settlements
- Scheduled payments with scheduled date and bank status
- Its own screen in the supplier portal
- The supplier checks without calling finance
Receipts
The right receipt appears instantly, wherever it is.
- Receipt resolved instantly for each payment
- Three sources: bank transaction, attachment or the settlement's own receipt
- Downloaded by the supplier themselves
Invoice Upload
The supplier uploads the XML and the system reads it, checks the CNPJ and rejects duplicates.
- NF-e or NFS-e XML upload through the portal
- Automatic XML reading
- An invoice from another CNPJ is rejected
- A duplicate access key is rejected
- "Attach invoice" button on a scheduled payable
- Invoice permission derived from the contact's order or finance permission
Review by the Company
The company reviews the received invoice in Purchasing, and nothing enters finance without someone deciding.
- Review in Purchasing, under Portal, on the Invoices tab
- The review does not post to finance on its own
- A contract to sign in the portal appears for the right contact
- Same session and same per-contact permissions as the supplier portal
Checklist
Everything included in Supplier Portal: Payments and Invoices
All 17 features in this area, grouped by module so you can compare systems item by item.
- Completed payments listed from finance settlements
- Scheduled payments with scheduled date and bank status
- Its own screen in the supplier portal
- The supplier checks without calling finance
- Receipt resolved instantly for each payment
- Three sources: bank transaction, attachment or the settlement's own receipt
- Downloaded by the supplier themselves
- NF-e or NFS-e XML upload through the portal
- Automatic XML reading
- An invoice from another CNPJ is rejected
- A duplicate access key is rejected
- "Attach invoice" button on a scheduled payable
- Invoice permission derived from the contact's order or finance permission
- Review in Purchasing, under Portal, on the Invoices tab
- The review does not post to finance on its own
- A contract to sign in the portal appears for the right contact
- Same session and same per-contact permissions as the supplier portal
Want to see Supplier Portal: Payments and Invoices in your operation?
See a demonstration using your own numbers, with no obligation. A conversation will help you decide whether the module solves your needs.