Creation
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1. Open
3. Upload the invoice file.
Once you have uploaded an invoice file, Runple automatically starts text recognition to fill in invoice details.
During file recognition, Runple:
selects an existing business partner or general partner
manages the reverse charge option
creates and allocates positions
selects the payment method
If the parameters were selected incorrectly, you can redefine the parameters, and these changes will apply to the next invoices.
Before the recognition starts, you can decide whether the positions should be created automatically. After you have uploaded the file, you can decide whether to recognize the data and whether to create each position from the invoice separately.
If you activate the option to create positions from the invoice, Runple will create a separate position for each item from the invoice that has been recognized.
If this option is not activated, Runple will create an aggregated position with the total invoice amount.
After Runple recognizes the positions, a general product will be automatically selected for them.
Click Create partner to create a new partner.
5. Enter the external invoice number.
5.1. Specify issue date.
5.2. Select the invoice currency.
If you have selected the foreign currency, you need to specify the Exchange rate.
5.3. Approve invoice.
Activate Reverse charge/intra-community delivery if you want to buy goods or services abroad without VAT.
6.1. Select the purpose.
Select My Products if you want to select one of the products you created previously.
Select General Products if you don't want to create a product in Runple.
Select Create product if you want to create a new product.
Use a Сorrection if you need to adjust the total purchase order amount.
6.3. Specify quantity, price, and delivery date.
Click Advanced options to view the accounting options.
The accounting options are determined automatically, depending on the purpose, country of the business partner, VAT rate, and reverse charge option. It also depends on the low-value asset option and product type.
Activate the option This product has been completely used up if the position has already been used up, and there is nothing left to book on the balance.
A low-value asset is automatically activated if the net unit price of the position is less than € 1.000,00. You can deactivate this option manually at any time.
By default, the period of use is pre-filled, but you can adjust it if needed.
Linear Select the linear write-off method if you want the purchase amount to be written off in equal parts over the specified period of use.
Declining Balance Select the declining balance method if you prefer a specified percentage of the purchase amount to be written off over the period of use.
7. Select the payment method.
If you have selected the manual bank transfer, you need to specify the IBAN of your business partner.
7.1. Enter the payment reference.
7.2. Specify the payment terms.
Activate the sconto if the incoming invoice contains it. Once you have activated the sconto, you need to specify the sconto rate and period.
Activate Add discount to add a total discount.
You can correct the rounding difference if the sum of positions in Runple and the amount in the received incoming invoice differ.
b. Enter the amount specified in the received incoming invoice in the field target.
Runple will automatically create correction positions on the difference between the amount in the system and the target amount.
You can upload multiple invoices at once.
3. Select Capture multiple invoices.
4. Upload invoice files.
Activate the option Don't create recognized positions automatically if you don't want recognized positions to be created automatically.
You can take photos of invoices and upload them with your smartphone.
To do this, you need to:
1. Open the browser on your smartphone.
4. Enter your e-mail.
5. Log in.
6. Click on Incoming Invoices.
7. Click on Upload file.
8. Take a photo of the invoice or upload an existing one.
9. Select the document.
10. Click Create.
After you click Create, the uploaded invoice will be created in the system with the status Draft
2. Click Create Invoice
Click the PDF icon to switch to the PDF view.
Click the image icon to switch to the image.
Click the cloud icon to download the invoice file.
Click the arrows to navigate between the invoice pages.
Click plus or minus to zoom in or zoom out the preview.
Click the trashbin icon to delete the file.
4. Select a
Select a if you don't want to create a business partner.
If necessary, you can select a
6. Click Add position
6.2. Select the .
6.4. Click Add position
8. Click Create to create an incoming invoice.
a. Click Correct rounding difference
c. Click Correct
1. Open .
2. Click the arrow symbol on the right side of the Create invoice button.
5. Click Upload
2. Open the website .
3. Click
