Your Zenvoices environment is available immediately after activation. But how do you ensure everything is configured correctly so your team can start processing invoices right away? Use this checklist to ensure nothing is overlooked and your environment is optimally set up.
Required
1. Connect your accounting software
Before you can process invoices, you must connect your accounting software:
Add the accounting software integration. See: Setting up an accounting software integration
Add one or more administrations. See: Adding an administration
Synchronise master data. See: Synchronising master data
Please note:
Are you using one of the following accounting packages?
e-Boekhouden.nl, InformerOnline, King ERP, SAP Business One, SnelStart, Exact Globe, Visma eAccounting, Reeleezee
Create a separate integration per administration. The administration will be added immediately.
Other accounting software?
Add multiple administrations at once using the bulk functionality.
👉 Tip: After completing these steps, always process a test booking first.
Watch the instructional video: Processing a test booking.
2. Configure the basic settings
Review administration settings:
Go to: Manage > Environment > Administrations and click Edit.
Complete your own company details per administration to prevent recognition of your own company data. Want to know more? Watch this video.
Set the preferred journal for email submissions, preferably the Purchase journal.
3. Create users and assign permissions
Add additional users. See: Adding users
Assign the appropriate roles and permissions per user
Optional
4. Activate additional modules
Activate additional modules if required. See: Activating additional modules.
Tips
5. Optimise and automate
Automate journal assignment
Configure destination allocation rules to automatically select the correct journal when it differs from the preferred journal.
Automatically process documents
Configure import rules to automatically read documents when journal allocation works correctly.
Add rules to automatically delete or move documents so that only documents requiring splitting or merging remain.
See: Automating Upload & Read.
6. Analyse and improve performance
Use the Performance Dashboard to monitor your automation rate and further optimise your invoice processing workflow.
See also: Increasing automation rate.
7. Expand your knowledge
Attend our webinars for additional tips and best practices.
Get started together?
Would you prefer to use our expertise and configure your environment together with one of our specialists? Contact us at +31 85 303 8853 or schedule a session directly via our calendar.