For SMEs and VSEs, efficient invoice recovery is one of the key steps to ensuring accurate and up-to-date accounting.
Pennylane, a leading French accounting solution, which we particularly recommend to our French clients at Blendy, international accountant, offers advanced features to facilitate the automatic import of invoices.
A process that can greatly improve the day-to-day management of your French subsidiary, and save you valuable time on a daily basis.
Why import your invoices into Pennylane?
As a business based in France, importing your invoices into Pennylane has several advantages. First of all, it allows you to centralize all your financial data in one place, thus reducing the risk of errors and oversights.
In addition, this centralization facilitates access to your documents for your entire accounting team, thus ensuring total transparency in the management of your company's finances.
With Pennylane , French companies can not only track their invoices, but also automate a large part of the accounting process, freeing up their time to focus on higher value-added tasks.
Steps to import your invoices
1. Setting up automatic import:
To begin, it is essential to correctly configure the automatic import of invoices in Pennylane.
You will first need to access the “Settings” section of your Pennylane account, where you will find the options dedicated to document management.
2. Connection with suppliers:
Pennylane offers the ability to connect directly to supplier accounts, allowing automatic transfer of invoices to your platform.
To do this, you will need to link your supplier accounts to your Pennylane account. This includes services like Stripe, Dext, or other invoice management platforms that are compatible with Pennylane.
3. Manual import if needed:
Although automatic import is a flagship feature, it is also possible to manually import invoices directly from your computer or email inbox.
To do this, simply drag and drop the files into the appropriate section of your Pennylane space, or use a specific email address to send the documents directly to your account.
4. Verification and validation of invoices:
Once invoices are imported, it is crucial to verify that all information is correctly extracted and categorized. Pennylane has an automatic character recognition feature that allows you to pre-populate the relevant fields, but manual validation is still recommended to avoid any errors.
Moreover, Blendy, international accountant and Pennylane specialist, will support you at this stage. Our teams will systematically double-check that all invoices are correctly retrieved and assigned to the right account.
Optimizing accounting management with Pennylane
Automatically importing invoices into Pennylane is a huge time saver for SMEs. Not only does it ensure better organization of financial documents, it also allows for more accurate, real-time accounting reports.
By automating these processes, Pennylane helps reduce human error and maintain rigorous accounting throughout the year.
Integrating this feature with other financial management tools you use can further enhance the efficiency of your accounting team. Centralized data in Pennylane also makes it easier to communicate with your accounting firm.
Blendy, international accountant and Pennylane specialist, supports you throughout the process of integrating Pennylane into your financial processes.
We train your teams in the proper use of Pennylane's many features, including invoice import. Having shared access to your data, we identify for you the points to optimize and the elements to exploit to support the growth of your company. Thus, we can advise you and support you on a daily basis in the financial management of your company.
Importing your invoices into Pennylane , whether automatically or manually, is a key step to ensure smooth and error-free financial management. For SMEs looking to optimize their accounting, Pennylane offers practical and powerful tools that integrate seamlessly with your existing processes.
At Blendy , we are ready to support you in making the most of these features and thus guaranteeing flawless accounting for your business.
With Blendy , digital accountant, take advantage of all the benefits of digital accounting and tailor-made advice to accelerate your financial process and develop your business.
Pennylane , Dext , QuickBooks and Stripe certified , we support digital, e-Commerce, ESN, SaaS companies in France and internationally .