E-Rechnung für Microsoft 365 Business Central/NAV mit Anveo E-Invoice

Summary

This webinar showcases the process of automating the creation and processing of electronic invoices (X-Rechnungen) within Business Central. It covers both manual and automated workflows, highlighting how invoices can be imported and exported efficiently using Anvo Invoice. The session also explains the integration of EDI Connect and the licensing model, which offers a flexible subscription-based pricing system for businesses. The practical demonstration emphasizes how automation can streamline invoicing tasks, reducing manual effort and increasing efficiency. The webinar concludes with a Q&A session, addressing user inquiries about the system and its features.

Takeaways

• 😀 In the provided webinar, the main topic is the automation and manual processing of invoices using the Anwo Invoice tool integrated with Business Central (Navision).
• 😀 Manual invoice processing can be done with the click of a button to import and export invoices easily into Business Central.
• 😀 Automated invoice creation is demonstrated through a 'Datensammeljob' (data collection job), which gathers and exports invoice data in the X-Rechnung (e-invoice) format based on XML.
• 😀 The process can be automated for regular clients, reducing manual efforts for frequently recurring invoice processes.
• 😀 The system can handle both incoming (received) and outgoing (sent) invoices, offering flexibility in business operations.
• 😀 The invoices are processed in a designated folder and stored in the UBL format, which is compatible with X-Rechnung standards.
• 😀 The Anwo Invoice tool requires the installation of the EDI Connect framework in Business Central to function properly.
• 😀 A subscription model is used for licensing, with a base fee of €35 per tenant per month for receiving invoices and €70 for both receiving and sending invoices.
• 😀 The tool is designed for both on-premises and BC Online versions, providing immediate usability with minimal setup, although customization may be needed for non-standard systems.
• 😀 The webinar concludes with a Q&A session, addressing participant questions about the tool and its functionality.
• 😀 The Anwo Invoice license is scalable, with an Enterprise option for businesses requiring multiple tenants.

Q & A

What is the main purpose of the 'Anw Invoice' system?

The 'Anw Invoice' system is designed to automate the process of handling electronic invoices (E-Rechnungen) within the Business Central (BC) or Navision environment. It supports the creation, import, export, and processing of invoices in various formats like UBL and XML.

How does the manual process of invoice import work in the system?

In the manual process, users can import individual invoices through a button click. The invoices can be fetched from emails and imported into the Business Central system for processing. This method allows users to handle invoices one by one.

What is the role of 'EDI Connect' in the invoice automation process?

'EDI Connect' is used as the foundational framework for installing in Business Central (BC) or Navision. It works alongside 'Anw Invoice', which is the tool responsible for enabling the electronic invoice functionality within the system.

How can the invoice generation process be automated?

The automation process can be set up through a 'Data Collection Job' (Datensammeljob). This job automatically fetches data from specified tables, processes it, and generates invoices in the X-Rechnung format. Users can select specific customers and configure the system to automatically generate invoices on a regular basis.

What file format is used for the generated invoices?

The invoices are generated in the X-Rechnung format, which is based on XML and follows the UBL (Universal Business Language) standards for electronic invoicing.

How is the license for 'Anw Invoice' structured?

The license for 'Anw Invoice' follows a subscription model. It costs 35€ per month per tenant for receiving invoices. If the user also wants to handle outgoing invoices, the cost is 70€ per month per tenant. There is also an enterprise option available for companies requiring multiple tenants.

Can the system handle both incoming and outgoing invoices?

Yes, the system is capable of handling both incoming and outgoing invoices. The license structure reflects this, with different pricing for receiving invoices only versus handling both incoming and outgoing invoices.

What does the 'Data Collection Job' (Datensammeljob) configuration allow users to do?

The 'Data Collection Job' configuration allows users to define how and where the invoice data is collected from, such as identifying the correct tables and timestamp fields. It also enables the selection of specific customers for whom invoices should be generated automatically.

How are the invoices stored after generation?

After the invoices are generated, they are stored in a predefined folder on the system. This folder is specified during the configuration of the data collection job, allowing the system to automatically save generated invoices in the correct location.

What are the key differences between the manual and automated invoice processing methods?

The manual method involves importing invoices one at a time through a button click, while the automated method uses a 'Data Collection Job' to fetch data and generate invoices for selected customers without manual intervention. The automated method is more efficient for handling large volumes of invoices.