Capture QR Invoices and ESR Documents Automatically in SAP

The new SAP Business One Add-on - specially designed for simple and quick processing of both old and new invoices in Switzerland.

 

Capture and process new QR invoices as well as existing ESR documents in three simple steps.


Import invoices

Simply move the incoming invoice to your SAP inbox. Invoices received as PDF documents can be imported directly from Outlook or stored in a folder. Paper invoices are simply scanned with your document scanner.
 


Automatic processing

If the invoice is in your inbox, start processing via a drop-down menu in SAP. CKS.Swiss QR recognises the format, reads the QR code or the reference number, compares the information to the SAP master data and searches for matching base documents.
 


Carry on as usual

After processing, you’ll receive the usual SAP document filled with all the retrieved information such as creditor and invoice amount. At this point, your preconfigured workflow takes over so the document could be posted immediately or sent through your approval process.

Works with any document scanner

You do not need any special hardware to use CKS.Swiss QR. A standard document scanner is sufficient to automatically capture QR invoices in paper form.

Switzerland introduces a new standard for invoices

From the 30th June 2020 the first QR invoices with an integrated payment part and receipt will be used in Switzerland. They replace the previous pay-in slips and will make the payment process more efficient for both the biller and the invoice recipient. Many businesses are using the opportunity to change to the new invoice format and to optimise their internal processes and procedures.

Video “Capturing QR invoices and ESR Documents Automatically in SAP Business One”

See how quick and easy it is to capture and process incoming invoices in SAP Business One with CKS.Swiss QR and why you don’t need any special scanners to do this. (5:22 Min)

Overview of functions in CKS.Swiss QR

PROCESSING OF QR INVOICES

QR invoices are recognised automatically and the QR codes that they contain are read and processed.

PAY-IN SLIPS WITH REFERNCE NUMBERS (ESR DOCUMENTS)

ESR documents (orange pay-in slips) are recognised automatically and the reference number is extracted.

SUPPLIERS ASSIGNED FROM SAP MASTER DATA

When invoices are processed the supplier is recognised automatically and linked to the document.

RECOGNITION OF SAP BASE DOCUMENTS (PURCHASE ORDERS)

Existing base documents are compared with the invoice. Suitable matches are linked to the invoice document.

PAYMENT METHODS AND PAYMENT CONDITIONS CAN BE SELECTED

For each incoming invoice, you can select the desired payment method and payment conditions.

A DOCUMENT DATE FOR THE INCOMING INVOICE

As a starting point, the date contained in the QR code is extracted and processed but dates can be changed.

NEW BANK ACCOUNT DETAILS CAN BE ADDED

New bank account details can be added automatically if there are none or those the SAP master data are different.

DOKUMENT MANAGEMENT SYSTEM

Invoices are archived automatically in a tamper-proof way and are categorized by keyword. This means that it is always quick and easy to retrieve documents via the SAP document or full text search.

(OPTIONAL) CAPTURE DOCUMENTS AUTOMATICALLY

Automatically capture and post other documents types such as uncoded invoices, delivery notes, purchase orders and remittance advice notices.