Whether you’re using Docketbook to create, reconcile or receive invoices, our shared 3-way match check ensures accuracy of data and connects orders to invoices saving time and delivering confidence
If you use an accounting package like Xero or MYOB, Docketbook’s integration will help you to select your dockets and create invoices based on customer orders and creates documentation directly into Xero or MYOB.
Share your accurate, checked and verified invoices through the Docketbook platform directly with your customers, creating a seamless process to track invoices approval status, resolve issues easily, and get paid for your work.
If your invoices are created in a bespoke or off the shelf system, Docketbook allows you to upload a CSV file for the3-way matching and share documentation with your customers via the Docketbook platform.
Use Docketbook’s powerful network of APIs to integrate with your existing systems. This means that you can send and receive orders, dockets and invoice data from your internal systems seamlessly, with Docketbook an integral part of how you share that information with and serve your customers.
Whether you’re creating invoices directly from dockets, checking to ensure you’ve captured all your billable items or sharing reconciled invoices with your customers, the Invoices module is where it all comes together.
Create fully reconciled and three-way matched invoices with a click of a button. Share your reconciled invoices with your customers via Docketbook, streamlining the processes for invoice approval. You can also monitor your customers' approval status and have confidence in your cash flow that you will be paid on time.
Integration with Xero and MYOB connects your invoices directly into your accounting system.
For your Customers
Sharing invoices via the Docketbook platform means that your customers receive fully reconciled invoices with visibility of the live approval status of every linked docket. Eliminate the laborious process of invoice matching by doing all the work for them!
Digital dockets speed up the process of invoice creation, improve accuracy and ultimately allow you to get paid quicker for the work you have done. The items tab on every docket flows directly through to the invoice information, either presented in a simple docket summary report, summarised and interpreted using our built-in Excel connectors, or directly pushed into Xero.
No more waiting for paper dockets to be returned to the office or chasing missing dockets at the end of the month; you have the data ready to invoice at the end of every day.
For your Customers
Digital dockets, complete with approval status, cost coding and audit logs, provide a trusted source of data for reconciling invoices. Linking these to a Docketbook invoice eliminates the need for invoice reconciliation, potentially saving your customer hours of effort and administrative burden.
As the origin of the Purchase to Pay process, orders provide a fundamental building block for accurate invoice creation. Orders are shared early to ensure that rates are agreed upon, purchase order numbers are correct, and the dockets are linked to line items.
Resolving issues here will eliminate a whole lot of pain when invoices are created.
For your Customers
Orders set the rules of play, so your customer receives the right information for the right projects, ready for easy reconciliation. If they have sent you the order, it will be tightly linked to their ERP streamlining information processing and increasing the likelihood of on-time payment.
Invoices shared through the Docketbook platform are three-way matched before sending to ensure accuracy against orders and activities. Following matching, you just need to check for the green ticks for clearance to pay.
Docketbook will let you know when paperwork simply doesn’t add up, flagging and alerting you to invoices that don’t match your rules. You can then spend your time managing these rather than having to touch every single invoice.
Digital docket data removes the need for PDF invoices. The data you receive is already matched to the order and dockets and ready for import to your ERP.
With optional support for Peppol through a certified partner, pre-reconciled and pre-approved invoices can follow your payment processes, further improving your business's efficiency and reducing double handling of data and information.
Why receive invoices via email and OCR and then try to reconcile them to dockets sitting in a supervisor’s glove box at the site? Docketbook provides the platform to share Order, Proof of work and Invoice data in a single, reconciled, validated package that can turn your invoice receival process into a simple manage-by-exception model.
For your Suppliers
For small suppliers, the process of generating and sharing invoices is simple. For larger suppliers, uploading invoice data for reconciliation will create a digital version of the invoice for your consumption. At the enterprise level, a direct integration can drive this data exchange. The result is pre-packaged three-way matched invoices which streamline approval and drive on-time payment.
Receiving Docketbook dockets means receiving data digitally, which means easy invoice reconciliation. Even if they are not wrapped and tied in a bow, the data you extract can drive reconciliation reports, feed integration and even generate the source data for RTCI invoices.
Most importantly, it is a single version of the truth shared between both parties - that’s a great start.
For your Suppliers
Invoices created from digital dockets are more accurate, easier to reconcile, less likely to have disputes and are ‘ready to pay’. Simple.
Orders ensure that all the information for high-quality invoices is there from the beginning. Incorrect orders are one of the biggest causes of invoice issues, so a single source of truth saves time and money by having a shared, agreed version of the order before the work starts.
For your Suppliers
Your suppliers will be assured that they have the correct purchase order, line items and agreed rates before the work is done. Docketbook enables you to get that sorted at the beginning for a smooth and error-free invoicing process, which is better for everyone.
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We started with Docketbook just before COVID and it was a game changer. It meant that our business was not interrupted at all. And the guys in the loaders love it, at first they were nervous but it's made their lives so much easier. No more paper flying around the cab."
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Since transitioning to Docketbook last year I have found collecting dockets at the end of the month isn't a problem anymore. They are all there in a docket summary report in less than two minutes."
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Docketbook is a great tool when visiting client sites, Orders are instantly placed in our system from outside."
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The online training meeting was fantastic, I found Jenna to be very knowledgeable and helpful. The service and followup from Docketbook could not be faulted."
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Other systems try to be all things to all people. Docketbook knows what it is trying to do and does it very well."