Sans la plateforme
Information about Supplier Portal: Payments and Invoices lives in separate spreadsheets, and nobody knows which version is current.
Avec 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.
Le problème et la 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.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Completed and Scheduled Payments and Receipts update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Supplier Portal: Payments and Invoices shares information directly with other areas of the platform.
Comment ça marche
How information moves through Supplier Portal: Payments and Invoices
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
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
À la une
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.
Voir à l’œuvre- 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
Liste de contrôle
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?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.