Digital Transformation Management
e-Invoice, e-Archive, e-Waybill, e-SMM, e-Ledger, e-MM, e-Reconciliation and e-Bank Receipt.
Solution by business need
e-Transformation and digital documents
The Digital Transformation Management module covers e-document processes such as outgoing and incoming e-Invoice (e-Fatura), e-Archive (e-Arşiv), e-Waybill (e-İrsaliye), e-SMM, e-Ledger (e-Defter), e-MM (e-Producer Receipt) and e-Reconciliation, and according to our Excel source list it is included in all packages. e-Documents sit on the same platform as the sales, purchasing and accounting modules.
Who it is for: Accounting, sales operations and purchasing teams
From challenge to solution
Typical challenges and the modules and features Factorbooks uses to address them.
Challenge
e-Documents are prepared in a separate portal and transferred manually.
Factorbooks approach
Outgoing e-Invoice, e-Archive and e-Waybill are on the same platform as the sales modules.
Benefit
Documents are prepared without moving data to a separate screen.
Challenge
Incoming e-Invoices do not match purchasing records.
Factorbooks approach
Incoming e-invoices and incoming e-waybills are also part of the Purchasing Management and Materials & Warehouse / Inventory Management modules.
Benefit
The incoming document is compared with order and goods receipt information in the same place.
Challenge
Reconciliations and bank statements circulate by email.
Factorbooks approach
e-Reconciliation, e-Statement and e-Bank Receipt (e-Dekont) are in the same module.
Benefit
Reconciliation and statement processes are recorded.
Featured capabilities
- Outgoing e-InvoiceDigital Transformation Management · Included in all packages
- Incoming e-InvoiceDigital Transformation Management · Included in all packages
- Outgoing e-Archive InvoiceDigital Transformation Management · Included in all packages
- e-SMM (e-Self-Employment Receipt)Digital Transformation Management · Included in all packages
- e-LedgerDigital Transformation Management · Included in all packages
- e-ReconciliationDigital Transformation Management · Included in all packages
Related modules
Integration Management
e-Transformation solutions, e-commerce platforms, third-party applications and API integrations.
Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Purchasing Management
Purchase contracts and orders, incoming e-waybills and e-invoices, purchase delivery notes and invoices.
General Accounting Management
Journal vouchers, chart of accounts, inventory valuation, inflation accounting and accruals.
Other solutions
Financial visibility and cash flow
Bring bank, cash, current accounts, loans and cheques/promissory notes together in one place; see your forecast cash flow in advance.
Sales and customer processes
Connect the sales process from lead to quotation, and from order to invoice and shipment.
Purchasing and procurement processes
Keep purchasing under control from purchase request to quotation evaluation, and from order to goods receipt.
See Factorbooks with your own processes
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.