Firm & DMS · E-Rechnungen
Transfer invoice data into the case file facts – only after your confirmation
Enlarge image“Transfer to case file facts” first shows what would be written to the case file: invoice number, invoice date, due date, net, tax, gross and payable amounts, invoice issuer and recipient, VAT ID, IBAN, buyer reference and payment terms. Each value carries the field identifier from the standard, such as BT-9 for the due date, and the dialog states how many facts are new and how many have already been transferred. Only your confirmation writes the facts into the case file with the source “E-invoice”, without AI and without quota. The program derives no deadlines from the values.
To the feature: The case file that thinks along →To the feature: Features at a glance →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
