Invoicing Data Consolidation Custom Solution

Invoicing Data Consolidation Custom Solution

A client was spending hours manually pulling data from disconnected systems in multiple operating divisions, including call centers, hard copy printing, emails, and digital media, into a huge Excel file from which they created one invoice per client for all services and products. They approached DragonPoint about designing and developing a system to replace the manual process by performing the following functions.

  • Automate the import of data from all sources.
  • Consolidate the data to create one invoice per customer.
  • Provide the option of grouping customers that are subsidiaries of a larger organization to provide one invoice to the parent company.
  • Provide summary comparison and control total reports to validate that the consolidated data was correctly imported from source systems.
  • Invoicing software accesses the data via an API for use in accounting

Following are additional details about the Invoicing application, which successfully met all client objectives and requirements.

  • Import manufacturing production data. Data is automatically pushed daily from a manufacturing production system and pulled into the invoicing application. This data incudes counts, dollar amounts for postage and printing, and a variety of other information required to build customer invoices.
  • Import Call Center data. Various call centers provide records of call counts and charges to be consolidated for invoicing.
  • Digital media data. Providers of digital media campaigns and services make the details of their services available for automatic import and consolidation in the invoicing system.
  • Comparison Reports. To ensure the accuracy of invoices, DragonPoint built numerous reports that may be run using a wide range of search criteria including date ranges, job numbers, customer numbers, etc. to compare the imported data against the originating production data.  This allows for the identification and correction of any differences between the data consolidation and source systems.
  • Data for Final Invoicing. The consolidated data is provided to the final invoicing system which creates the invoices for the clients.
  • Integration with accounting system. Summary invoice data, including client ID, invoice number, invoice amount, and invoice data, is provided to accounting for inclusion in accounts receivable, collections, and reporting.

Call us at 321-631-0657 to find out more about how we can use our experience to design a unique invoicing software solution that integrates with your other applications, simplifies your processes, reduces manual efforts, and exactly fits your business needs.

CUSTOM SOFTWARE
ISN'T FOR EVERYBODY

Contact us to talk to a real person about
whether it’s right for you

PHONE: 321-631-0657

Facebook-f
Google-plus-g
Linkedin-in
Twitter

SITE

SERVICES

©DragonPoint Software 2022. All Rights Reserved.