A dor
The supplier calls every week to ask whether the payment went out and when the next one is due.
Com o Partiu Formatura
Payments screen in the portal with completed payments read from settlements and scheduled ones with date and bank status.
Gestion d’entreprise · 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. In Invoices, the supplier uploads the NF-e or NFS-e XML, the system reads it on its own and rejects invoices from another CNPJ or duplicate keys. The company reviews in Purchasing, and nothing enters finance without someone deciding.
O problema e a saída
As dores que Supplier Portal: Payments and Invoices resolve todos os dias
Se alguma dessas situações parece familiar, é porque elas se repetem em quase toda empresa de formatura, até o sistema certo entrar em cena.
A dor
The receipt sits in someone's email in finance, and the supplier asks for it again.
Com o Partiu Formatura
Receipt resolved instantly, wherever it is: bank transaction, attachment or the settlement's own receipt.
A dor
The invoice arrives by email, WhatsApp or photo, and someone types in the data.
Com o Partiu Formatura
The supplier uploads the NF-e or NFS-e XML through the portal and the system reads it on its own.
A dor
An invoice from another CNPJ arrived, or the same invoice twice.
Com o Partiu Formatura
An invoice from another CNPJ is rejected on the spot, and so is a duplicate key.
A dor
The invoice arrives loose and nobody knows which payment it belongs to.
Com o Partiu Formatura
"Attach invoice" button on a scheduled payable, right on the Payments screen.
A dor
An invoice sent by the supplier cannot enter accounts payable without someone looking at it.
Com o Partiu Formatura
The company reviews it in Purchasing, under Portal, on the Invoices tab, and the review does not post to finance on its own.
Na prática
Exemplos reais de como Supplier Portal: Payments and Invoices trabalha por você
Situações do dia a dia de empresas de formatura, do problema ao resultado, usando os módulos que você vê nesta página.
The receipt nobody had to look for
O cenário
The decoration supplier wanted the receipt for the ball payment to close their own books.
Com o sistema
They logged into the portal, opened Payments, found the completed payment and downloaded the receipt, resolved from the bank transaction.
O resultado
No email to finance, and the right receipt on the first click.
The invoice attached to the payable
O cenário
The caterer had a payable scheduled ten days out and needed to send the NF-e.
Com o sistema
On the Payments screen, they used "Attach invoice" on the scheduled payable and uploaded the XML. The system read it and checked the CNPJ and the key.
O resultado
The invoice appeared in Purchasing, under Portal, on the Invoices tab, for the company to review before payment.
The rejected invoice
O cenário
A supplier contact tried to upload the head office's XML, but the portal record was the branch's.
Com o sistema
The portal rejected the invoice from another CNPJ and explained why on screen.
O resultado
The contact uploaded the right XML, and the company did not receive a document that was not theirs.
Como funciona
O caminho que a informação faz em Supplier Portal: Payments and Invoices
Cada etapa é um módulo de verdade, e o que sai de uma entra na outra sem ninguém digitar de novo.
- 1Finance settles or schedulesEvery settlement becomes a completed payment in the portal; every payable with a scheduled date appears as scheduled, with bank status.
- 2The supplier checksOn the Payments screen, the contact sees completed and scheduled payments and downloads the receipt, resolved instantly from three possible sources.
- 3The supplier uploads the invoiceNF-e or NFS-e XML uploaded through the Invoices screen or attached to a scheduled payable. Reading is automatic.
- 4The portal checks the basicsAn invoice from another CNPJ is rejected; a duplicate key is rejected. Invoice permission is derived from the contact's order or finance permission.
- 5The company reviewsIn Purchasing, under Portal, on the Invoices tab, someone looks at the received invoice. The review does not post to finance on its own.
- 6The right contract appearsWhen there is a contract to sign, it appears in the portal for the right contact, and signing goes through e-sign.
Módulo por módulo
Tudo o que existe em Supplier Portal: Payments and Invoices
4 módulos e 17 recursos nesta página, o mesmo cadastro de turma, formando e evento sustentando todos eles.
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
Encontre o plano ideal para Supplier Portal: Payments and Invoices
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