Invoice workflow

The electronic invoice workflow integrated with the National e-Invoice System (KSeF) ensures efficient and effective management of the invoice workflow process in the company. By implementing an electronic invoice workflow with KSeF, you can be sure that important documents will not be lost or destroyed, will be processed without delay and will be paid on time.

Thanks to the digitalisation of the accounting workflow, the individual work steps are automated, leading to optimised, more efficient and more effective work.

Electronic invoice workflow integrated with the National e-Invoicing System (KSeF) in the V-Desk system.

Are you familiar with these invoice circulation problems in your company?

With V-Desk, you can define any invoice workflow that is perfectly tailored to your organisation’s needs.

V-Desk will automatically assign tasks to specific people. In their absence, the task will automatically go to the designated deputy.

Advanced Power BI reports can be prepared in the V-Desk system. This allows the organisation to collect, manage, process and analyse data from various sources.

Full digitalisation of business processes at your fingertips.
More than 200,000 satisfied V-Desk users have taken advantage of this opportunity.

How to organise an electronic invoice workflow?

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Now, with AI, invoice processing becomes faster and smoother

Harness AI to efficiently handle every invoice

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Automatic data extraction from invoices

AI supports intelligent OCR reading, recognizing sender details even in handwritten documents. It extracts and populates data such as tax ID (NIP), invoice items, amounts, and due dates. AI can learn faster than traditional OCR and handle multiple document layouts.

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Suggested accounting entries and cost categories

AI assists in invoice description by suggesting accounting accounts or cost positions (e.g., MPK) based on similar invoice history.

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Data verification and anomaly detection

AI learns from user interactions to identify correct patterns, enabling detection of unusual or specific types of invoices, ensuring accurate processing across all document types.

Electronic invoice workflow in V-Desk and V-Desk GA

The Invoices module is available in both V-Desk implementation models. It can be configured in a dedicated version of the V-Desk system and can also be selected from the ready-made V-Desk GA processes.

Our customers are talking about V-Desk

Jass Board

“The switch to digital task and document workflows was our goal, which we were able to achieve with the professional support of Primesoft.”

Primesoft - Jass BoardMariusz LisieckiMariusz Lisiecki, Information Systems Manager

Jass Board - klient Primesoft

Rotometal

“We chose the V-Desk solution because of its wide range of options for adapting the solution to our individual processes, as well as the flexibility it offers when integrating with the SAP system.”

Sebastian Grubski, Financial Director

Rotometal - klient Primesoft

Mitutoyo Polska

V-Desk allows us to focus on the tasks that are essential to our business, without wasting valuable time waiting for documents or registering them manually.

Monika Siurdyban, Chief Accountant Mitutoyo Polska

Mitutoyo Polska - klient Primesoft

JMP Flowers

“We no longer waste time searching for invoices, and we have resolved situations where tasks were not monitored and responsibility was unclear. With the V-Desk System, we have achieved smooth document processing.”

Dominika Sor, IT specialist

JMP Flowers - klient Primesoft

BMW Dynamic Motors

“Cooperation with Primesoft Polska began in 2021 and focused on the introduction of solutions aimed at the complex digitization of business processes management.”

Grażyna Jaworska, President of the Management Board

BMW Dynamic Motors - klient Primesoft

SMP Poland

The system allows us to easily track payment deadlines, verify incorrect entries and, above all, eliminate manual work at many stages of invoice processing.

Anna Korytko, Financial Director

SMP Poland - klient Primesoft

EFL Leasing

“Given that we have been successfully cooperating with Primesoft Polska Sp. z o.o. for many years in the development of the V-Desk system, we are pleased to recommend it as a supplier of electronic document circulation systems.”

Paweł Lewandowski, Vice President of the Management Board at EFL

EFL Leasing - klient Primesoft

Domost

We value the potential of the V-Desktop platform, its stability and functionality, which allows us to save time and resources. Tasks including document registration and approval have been automated, and we now have effective control over the process.

Łukasz Siwek, Chairman of the Board

Domost - klient Primesoft

Polipak

The flexibility of the implemented system means that its development possibilities, tailored to the company’s current needs, are an additional advantage that is highly valued by our company.

Tomasz Tramś, Chairman of the Board

Polipak - klient Primesoft

NUXE

“V-Desk GA introduced a systematic approach to processes at Nuxe, reducing the problems associated with manual document handling. From now on, we manage invoices electronically and handle HR processes such as vacation requests and approvals, as well as employee attendance records.”

Piotr Wijtiwiak, Business Unit Manager

NUXE - klient Primesoft

Kia Polska

“With a professional approach and a deep understanding of our needs, the solution meets our expectations. V-Desk is easy to use and functional, but above all, it streamlines the work of many people and increases the efficiency of the company’s operations.”

Anna Jankowska-Kosińska, Finance General Manager Kia Polska sp. z o.o.

Kia Polska - klient Primesoft

Autostrada Wielkopolska

“We implemented this system as an independent platform available to our subcontractors, self- employed engineers, and other external entities. We wanted to streamline document circulation in our company. We searched the market for programmes that would be easy to use, ergonomic, but also flexible in terms of future system development.”

Paweł Janczak, IT Project Manager

Autostrada Wielkopolska - klient Primesoft

Bostik

“We took advantage of the consulting and analytical support provided by Primesoft Polska, and as a result of our cooperation, the V-Desk electronic document circulation system was launched in our organization. We confirm the implementation of the solution in the areas of contracts, orders, and invoices, as well as its integration with the Exact financial system. In all areas, document approval and circulation processes have been streamlined, and control at every stage has been strengthened.”

Bogusław Nowosielski, Managing Director, Chairman of the Board

Bostik - klient Primesoft

Grupa Pracuj

“V-Desk is a modern and efficient solution, equipped with a range of tools that significantly improve the comfort of everyday work. We appreciate the flexibility and scalability of the system, which allows documents to be processed efficiently and in accordance with established procedures. By launching the V-Desk system, we have significantly reduced the use of paper documents, and the processing and management of invoices and correspondence in the company has been optimized.”

Lidia Zalewska, Senior Office Management Specialist

Grupa Pracuj - klient Primesoft

Securitas

“During 11 years of using V-Desk, we have become convinced of the flexibility of this solution, which is why we commissioned modifications allowing V-Desk to be integrated with another system in the company. We confirm that the work was carried out to the highest standard, maintaining high standards of business ethics and continuity of processes in the company.”

Krzysztof Bartuszek, Chairman of the Management Board of Securitas companies in Poland

Securitas - klient Primesoft

Lhoist Bukowa

“The workflow system from Pimesoft is a simple way to collect quality information, analyse trends, identify problems, and take corrective action. This allows for continuous process improvement and higher quality standards.”

Marcin Cygan, Quality Manager Lhoist Bukowa sp. z o.o

Lhoist Bukowa - klient Primesoft

Ariadna SA Fabryka Nici

“The transition to a digital document circulation system involved changes that had a positive impact on the functioning and flow of processes such as invoice circulation, requisitions, purchases and employee requests. The workflow system was launched to handle the circulation of cost invoices, of which approximately 500 are processed each month.
The positive cooperation with Primesoft, whose goal was to digitise Ariadna, allows us to plan the expansion of the V-Desk system with additional modules.”

Primesoft - Ariadna SA Fabryka NiciBeata KarbowniczakBeata Karbowniczak, Chairman of the Board

Ariadna SA Fabryka Nici - klient Primesoft

Elplast +

The expectations we had for digitizing our company have been met. With the V-Desk system, we are no longer using paper documents, which has had a positive impact on the efficiency of our processes.

Primesoft - Elplast +Renata RosenbeigerRenata Rosenbeiger, Chief Accountant at Elplast+ sp. z o.o.

Elplast + - klient Primesoft

We will integrate the V-Desk into your systems

The advantage of the V-Desk system is that it can be integrated with virtually any IT system. There is no company on the market that does not already use some software. The whole magic is to integrate any software used in the company with V-Desk in such a way as to improve the business processes in the organisation.

V-Desk can be integrated with virtually any IT system, including KSeF, e-Delivery, ERP and accounting systems, as well as logistics and transportation systems.

Invoice workflow – FAQ

How do I register an invoice in the V-Desk system?

Invoice registration is possible in several ways depending on the document format. In each of the following ways, the header data and document fields are automatically recognised and completed with a high correspondence to the original.
a) Scanning invoices using barcodes
Coded paper invoices can be archived and an electronic document is left in circulation.
b)Electronic invoices
The feed source for the documents entered is the e-mail box from which the document is retrieved. The user is notified when new invoices arrive in the system.
c) Downloading invoices from other systems
Mobile apps with built-in OCR, an example is the Scan&Paste app. The data from the scanned invoice is transferred to the system, which automatically creates an electronic document that initiates the invoice workflow process.

Does the V-Desk system integrate with KSeF?

The V-Desk system has been integrated with the government’s National e-Invoice System platform, and users can transfer and receive invoices efficiently and easily. Without a doubt, the exchange between the systems is a convenience for the user. First and foremost, invoices are automatically registered in the programme. Their structured form is changed into a readable and convenient format for the user. The downloading and transfer of income and expense invoices is ensured. There is also a report of downloaded invoices. All of this makes the electronic invoice workflow in a company and organisation considerably easier. The electronic invoice workflow in V-Desk is therefore fully compatible with KSeF.

You can read more about KSef here

Does V-Desk have an invoice archive?

Multi-level archive security makes it possible to define a flexible authorisation model and to grant access to documents only to authorised persons. Above all, the system stores documents securely, allowing quick access for authorised persons. This makes storing invoices electronically convenient. This ensures that digital invoices are never lost or damaged.

Is V-Desk integrated with OCR software?

Developed and improved, AI OCR by Primesoft streamlines the capture of high volumes of documents. The efficiency and quality of data reading is due to the use of learning mechanisms in hundreds of projects carried out for our customers. By using the electronic invoice workflow software from Primesoft, you not only gain a fast data processing tool, but also minimise the risk of errors that could arise when manually transcribing invoice data. The intelligent data reading function allows you to view the content of documents, search and search using keywords on a full-text basis.

Does V-Desk integrate with ministerial databases?

Verification with external official database systems takes place automatically, without the need to switch between them. The electronic invoice workflow module connects by facilitating the verification of entities with the APIs of the following government databases:

  • White List
  • REGON register
  • VAT register
  • KRS/CeiDG
How are financial documents secured in the V-Desk system?

V-Desk secures financial documents with:

  • authorised access to the system and individual documents
  • monitoring of logs
  • versioning of documentation
  • SSL protocol
  • encryption of passwords
  • one-time session keys
  • logs of each visit
  • registration of document download
  • an extensive entitlement mechanism
  • ISO 27001
Is the V-Desk system available in languages other than Polish?

The V-Desk system has a version of the panel in English and German. It is also available in several other languages, e.g. Ukrainian, Lithuanian and Romanian, and can be easily translated into virtually any language.

Does V-Desk invoice workflow integrate with other accounting systems?

The flexibility of the system allows integration with the most popular financial and accounting systems. A two-way data exchange path with any ERP system allows invoice processing to be automated and eliminates the need to re-enter existing data. As a result, decreed invoices are automatically forwarded for payment. Information about their fulfilment will also appear in the system. In this way, the implementation of internal e-invoice circulation and management will become more efficient.

Does the V-Desk enable the electronic circulation of invoices in public administration?

Local authorities, municipalities or city halls can and do use V-Desk for the digital workflow of cost invoices. Therefore, depending on the needs of the institution, they usually use digitalisation, workflow and processing, decreeing, management and storage of e-invoices. The process itself looks different than in commercial enterprises. Municipal companies and those managing public transport in cities often use this type of tool.