Main request
Invoicer - an invoice management software for faster and error-free financial transactions & tracking
Complex but intuitive financial system that simplifies and automates the invoice management process at multiple levels, and all the financial activities related to it.
TECHNOLOGIES
SOLUTION
Complex but intuitive financial system that simplifies and automates the invoice management process at multiple levels, and all the financial activities related to it
Project highlights
- The Invoice Management Software is shaped as a digital framework capable of integrating different financial actions and operations to ensure productivity through intelligent filters and automated features.
- Based on the project’s requirements - mainly defined by our colleagues from the financial department - we’ve designed an invoice management platform that is able to respond to both users’ and managers’ needs.
- Our main focus for developing this invoice management software was on providing flexible tools for data management and export, smart data displaying for a faster and better overview and automated processes for eliminating redundant and time-consuming activities.
Roles we cover
PM
QA
Developers
Location
Romania
Industry
Finance
Status
Completed project
Technologies
Angular, Bootstrap, Zingchart, Gulp, Karma, Jasmine; .NET
Services
Business app development
The client
Invoicer is an internal project developed for our finance department (that covers a wide range of financial and administrative activities).
From periodically transactioning to managing the organization’s cashflow, ensuring there are enough funds available to meet the day-to-day payments, encompassing the credit and collections policies for the company’s customers, to ensure the organization is paid on time, and monitoring the operations to provide insights of where further attention may be required - the activity of this department involves dynamic objectives and risks at the same time.
The context
We digitalize processes to deal better with change overall and to gain more efficiency.
The Financial System came as a need to address the complexity in tracking and managing payments, receipts, and payment systems of salaries and bonuses etc.
The financial data that is generated from multiple sources has made this challenge even more challenging.
PROJECT'S GOAL
Developing a complex but intuitive digital system that is able to integrate various financial actions and activities and provide efficiency through smart filters and automated features.
The SOLUTION
Based on the project’s requirements - mainly defined by our colleagues from the financial department - we’ve designed an invoice management platform that is able to respond to both users’ and managers’ needs.
Users’ needs:
Easy and safe data management, fast access to financial documents, smart data displaying and filtering, etc.
Managers’ needs:
Fast overview of companies’ and customers’ status and transactions’ evolution, plus easy access and transfer for the financial documents.
Our main focus for developing this invoice management software was on providing:
- flexible tools for data management and export;
- smart data displaying (listing, filtering, charts) for a faster and better overview;
- automated processes for eliminating redundant and time-consuming activities (e.g., transforming the proforms into invoices, exchange rate listing, and management, etc.)
Features & functionalities
- Adding users or granting the right to use the application for existing users in the field;
- Easier management of companies and customers financial profiles;
- Listing, filtering, exporting the data recorded in reports for each client;
- Generating, managing (editing, issuing, reversing, copying, deleting, emailing, adding tags) and downloading invoices;
- Setting recurrence dates for the invoices - recurring invoices are generated automatically;
- Downloading, filtering (by status, currency, time interval) and activating (ignoring / adding to reports / invoices, assigning / removing tags, partial / total payment) of the invoice list;
- Generating and managing proforma invoices (editing, invoice transformation, pdf download, printing);
- Generating proformas directly from time schedule application;
- Listing the history of proforma invoices that have become invoices;
- The possibility of transforming the proforma invoices into regular invoices if these have been deleted;
- Launching and listing the transactions on the companies' accounts;
- Displaying charts with the transactions’ evolution:
- chart based on all currencies in transactions related to their amount;
- graph with Euro’s and Ron’s evolution over time - in Transactions;
- Listing, filtering and exporting payments;
- Product listing and management;
- Exchange rate listing and management.
Project Steps
1
Auditing client’s needs and requirements
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2
Identifying further opportunities for the client
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3
Delivering and validating the project’s proposal
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4
Implementing and testing and client approvals
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5
Maintenance and management of the delivered solution
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6
Delivering and training internal users for a performant use
WHY ROWEB?
Whis is Roweb the right choice for developing business apps for finacial services?
Today we count about 127 professionals that are part of our team and over 1000 successfully delivered projects for global clients (from 30 countries). In 2004 we started with a small web dev team wanting to make a difference in the software services market.
Usually, our clients recommend our services because we know how to:
- think outside the box;
- deliver smart and customized solutions;
- allocate dedicated teams;
- embody innovative technologies;
- customize and adapt to new and changing requests;
- offer an excellent cost/quality ratio;
- deliver perfect integration between the solutions.