Workflow & Process Management

Automation and Efficiency for Business Processes

With the "Workflow" module, construction companies make recurring business processes in BDS Baupaket V5 clearer, faster, and more comprehensible. Processes and verification steps can be defined independently and connected with suitable actions – from bookings and open item displays to invoice printing. A differentiated authorization system specifically controls processing according to cost centers or verification points.

Structure for Recurring Business Processes

The BDS Workflows support the automation of incoming and outgoing invoices as well as other central corporate processes. They help to organize verification steps, responsibilities, and processing workflows uniformly in BDS Baupaket V5.

Record, Check, and Approve Incoming Invoices

The incoming invoice workflow brings incoming documents, verification, and posting into a traceable process. Relevant data, verification results, and electronic archiving are directly available within the process.

• Workflow start via scan or e-mail with electronic archiving
• Processing of structured e-invoices with automatic import (ebInterface)
• OCR data extraction for header and line item data with Blumatix Intelligence GmbH
• Integrated VAT number check and automatic postings (normal, partial, and final invoices)
• Visualization of verification results with automatic annotations
• Price and quantity verification with automatic correction sum calculation
• Simple form generation for cancellation and write-off letters as well as invoice coversheets
• Automatic account assignment suggestions based on past postings
• Automatic price list comparison with price verification 

Automated processing of outgoing invoices

Invoices from different business areas can also be structured and processed further – even if a subsidiary does not invoice with BDS.

• Start of the workflow via an email to a defined address
• Automatic system recognition through masking of the mail recipient or email subject
• Optional: OCR data extraction for automated processing

Materials Management and Related Documents

From the ordering process to the incoming delivery note, the workflows connect materials management, price verification, and direct access to related documents in the BDS archive.

• Integrated into all workflows
• Automatic price verification in the incoming invoice workflow
• All documents with one click - BDS Archive

Digitally Support Further Processes in the Company

In addition to invoices, dunning, materials management, and human resources can also be supported with clear, recurring processes.

• Collections – Automation of dunning processes for outstanding receivables
• Materials Management – Management of delivery notes & deadline monitoring
• Human Resources – Expense recording, deadline monitoring, and application management