Inbound NF-e and field expenses
The supplier invoice arrives as an XML file. The system reads it, identifies the supplier by tax ID and builds the bill with the invoice installments for the team to review. Field sampling expenses also have a place to be recorded.
What you'll find in this area
XML import.
The system reads the invoice XML, shows a preview and creates the bill with the amounts and installments stated in the invoice.
Repeated invoice warning.
Before creating the bill, the system checks the access key and warns when the same invoice has already been imported.
Classification from the supplier.
Financial nature, cost center and P&L category can come from the supplier record.
Advance for sampling.
The employee receives an advance and records expenses in the app, with a photo of the receipt.
Expense split across work orders.
A travel expense can be split across the work orders served on the trip, so each service's cost includes its share.
Employee internal account.
Each employee has an internal account with advances and expenses. When accounting for it, the balance shows the difference to return or reimburse.
Example of a field expense split
Illustrative example of how a fuel expense can be split across two work orders.
Expense recorded.
The sampler records R$ 250 of fuel and attaches a photo of the receipt.
Split across work orders.
The amount is split between work order 141 (60%) and work order 142 (40%), according to the trip entered.
Frequently asked questions
Do I have to type the supplier invoice line by line?
No. You import the XML, review the preview and the system creates the bill with the invoice amounts and installments.
What if the same invoice is imported twice?
The system checks the invoice access key and warns when it has already been imported.
How do I record field sampling expenses?
In the app, under the employee's advance, with a photo of the receipt and the work orders served.
How is this different from the invoice for the lab's services?
This is where purchase invoices received from suppliers come in. For the laboratory's services, the tax document is the NFS-e, generated from billing under the conditions on the billing page.
See finance with your laboratory's routine
In the demo, we show a completed work order reaching billing, accounts receivable and the management view. We also check which tax routines and integrations apply to your case.