Automation of invoice circulation through KSeF: 10 quick improvements
A list of quick improvements that immediately reduce the cost of invoice processing and the number of errors.
Where do you most often waste time?
In most companies, the biggest waste of time is manually copying data and e-mail contact when documents are missing.
After KSeF, these problems do not disappear automatically. They need to be actively redesigned as a workflow.
- •Manually adding contractor data.
- •No automatic case assignment.
- •Ambiguous document statuses.
10 improvements with quick ROI
The best results come from small, but systemic changes. It is not necessary to implement all of them at once, the order and measurement of the effect are more important.
Start with elements that reduce the number of exceptions and shorten the processing time of a single document.
- •Automatic data check before shipment.
- •Standardized document statuses.
- •Prioritized exception queue.
- •Notifications to the process owner.
- •Automatic assignment to an account manager.
- •Default rules for the most common cases.
- •Error dashboard by cause.
- •Operational checklists in the system.
- •Weekly bounce report.
- •Retrospective and improvement of rules every month.
How to maintain the effect
Automation quickly loses its effectiveness if no one is responsible for maintaining it. A process owner and a periodic review of metrics are needed.
Only then do improvements not turn into another layer of chaos.
- •Process owner on the business side.
- •Monthly KPI review.
- •Backlog of improvements with priorities.