Creating accounts during posting
In the transaction screen, click the icon shown below to create a new relationship
Importing customer details from the trade register
When Zenvoices recognizes the Company Registration Number (Chamber of Commerce number) on an invoice, users with Dutch administrations are prompted to import company details from the Chamber of Commerce trade register. For Belgian administrations, Zenvoices searches based on the VAT number.
Click ‘Use company details’ to proceed.
The name and address details are imported and supplemented with information recognized from the invoice, such as the company registration number, IBAN, and VAT number. Any empty fields can be filled in manually. Click ‘Save’ to continue.
The contact is then created in Zenvoices and immediately synchronized with your accounting software.
Importing address details via NAW recognition (beta)
In addition to importing details from the trade register, you can also choose to import the recognized address details detected through NAW recognition.
By clicking ‘Use company details’, the recognized address information is filled in automatically, along with other non‑address data recognized by Zenvoices, such as the company registration number.
Creating accounts via Manage / Administration / Accounts
You can also create new relationships via Manage / Administration / Relationships. Click ‘New supplier’ or ‘New customer’. By clicking the magnifying glass icon, you can search the Dutch Chamber of Commerce register or international business registers by company name or CoC number. Select the correct entity to import the details automatically.
Search code
Depending on the accounting software, the search code field may be populated automatically.
Account codes
For accounting software packages that support custom relationship codes, you can define your own numbering sequence in the administration preferences. You can configure a custom sequence for both supplier and customer codes. When this option is enabled, Zenvoices deviates from the default auto-numbering maintained in the accounting software. For example, if you enter 10000 as the starting supplier code, the numbering will continue as 10001, 10002, 10003, etc. If supported by the accounting software, letters can also be used in the sequence. This allows you to distinguish between relationships created in Zenvoices and those created directly in the accounting software.
Modifying relationships using bulk actions
Via Manage / Administration / Relationships, you can edit master data and Zenvoices-specific settings by clicking ‘Edit’. When selecting one, multiple or all relationships, you can use ‘Bulk actions’ to apply changes to all selected relationships simultaneously.
The following settings can be modified:
Payment settings*
Include in Zenvoices payment orders
Payment discount*
Percentage
Discount calculation method
VAT calculation method
Scan and recognition
Document type determination
Date recognition preference
Other
Do not prompt to update master data from the booking screen
Show warning if the IBAN on an invoice differs from the supplier master data
G-account amount**
G-account relationship** (only in combination with KING ERP and SnelStart)
Under booking proposals the following can be changed:
Booking type***
Automatic
Financial booking
Purchase invoice
Booking method
Master data
Last booking
Booking template
Please note: If you change the booking method for existing relationships, this only applies to the current relationships. To apply this to future relationships as well, please refer to this article explaining how to configure the default booking method for new relationships.
* Only available when the relevant module is activated
** Only available when G-account functionality is supported by the accounting software
*** Only available in combination with the Purchase to Pay module
To apply changes, select the relevant relationships and choose Bulk actions / Edit.
Keywords: scan & recognise, sequence, relationship sequence