Miriam needs to review invoices before they are sent to customers. Currently, invoices are created in Exact Globe but Miriam manages projects in Exact Synergy. The document proposes automating a process where trial invoices in Exact Globe generate review requests in Exact Synergy, allowing Miriam to verify invoices within the system she uses for project management before they are finalized. This combines the invoice creation in Globe with the collaboration features of Synergy to help Miriam maintain control over project billing.
10. The problem Miriam faces She would like to be able to verify invoices before they get sent to her customers Simply to ensure the invoices have the right description, references, layout, amounts etc
11. Using Exact Synergy timesheet solution, these invoices are processed in Exact Globe Where Miriam prefers to control all aspects of her projects in one environment: Exact Synergy. That’s her everyday cockpit Besides that, her company only provides F&A colleagues access to Exact Globe The problem Miriam faces
12. Her F&A colleagues making the invoices in Exact Globe, would like to help Miriam... ...but making a trial invoice, storing that in Exact Synergy and creating a review request, takes a lot of time The problem Miriam faces
14. Combine the power of Exact Globe and Exact Synergy Prepare and process the transactions in Exact Globe Use Exact Synergy for the collaboration part How? Solution
15. Specify what the URL is of Exact Synergy. No validation Specify what the request type ID is for the Synergy ‘review’ request we’re going to create. No validation, just specify a number between 0 and 9999
17. The regular process for trial invoice is executed Followed by automatically creating a new request in Exact Synergy Calling the ‘request’ webservice of Exact Synergy using the URL from ‘Connectivity’ settings Filling request type from ‘Invoice’ settings Filling the person and description from the trial invoice page Filling Account, Project, Invoice number (if available) from the invoice header Filling Currency with frkrg.valcode and filling Amount (realized) with frkrg.bdr_val Filling in the attachment with the trial invoice in HTML or PDF format, depending on the ‘Invoice’ settings If the user clicks ‘process’
18. Miriam gets a ‘review’ request in her workflow Miriam clicks the attachment to see the trial invoice