Basware InvoiceReady Help

Basware InvoiceReady is software for processing electronic purchase invoices, travel claims, travel plans, contracts and requisitions. It also allows you to archive purchase invoices, travel claims, contracts, requisitions and other financial material.

The purchase invoice processing begins with the input of an electronic invoice or with scanning a paper invoice. After this, the administrator completes the invoice details and determines the invoice cycle. The workflow can be set automatically based on the supplier, company, or organization unit. The invoice processors receive an e-mail message. They review and approve the purchase invoice through the InvoiceReady Task List. When purchase invoices are approved, they are transferred for payment. Recurring invoices that are based on a contract, such as rents, cleaning services, electricity and maintenance services, can be transferred automatically for payment without workflow.

Just like purchase invoices, also travel claims are entered manually, then processed in workflow, transferred for payment and archived. It is possible to create a travel plan before a trip.

Purchase invoices, travel claims, contracts, requisitions, bank account statements and reference transfers, as well as the material supplied by Basware software, are saved automatically in the InvoiceReady archive. Also, the material from other financial management systems can be saved into the archive. Archived material can be searched with various search criteria.

In this guide, the general term application is used for InvoiceReady. The guide is divided into the following parts:

• The Basic Functions section includes instructions for the task list, transaction processing i.e. for checking and approving purchase invoices, travel claims, travel plans, requisitions and contracts, as well as for saving requisitions, travel claims and travel plans and for searching transactions in the archive. The contents of the instructions here are directed at the processors of purchase invoices and those who record requisitions and travel expenses.
• The Main User Functions section contains instructions on the tasks of the main user and settings concerning the application. The table of contents of the guideline reflects the structure of the application.
• What Do I Do if... section covers the most common questions about using the application. For each question, there is a link to the subject in the guideline.