A case study on improving invoice processing at Vexve Oy
Lietepohja, Tuomas (2023)
Lietepohja, Tuomas
2023
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2023121938576
https://urn.fi/URN:NBN:fi:amk-2023121938576
Tiivistelmä
The thesis was commissioned by Vexve Oy to improve their purchase and travel invoice handling processes. The solution used by the company to import purchase invoices, Basware’s Cloudscan 2.0, was going to enter end of life status in June 2024, so a choice needed to be made between Basware’s Cloudscan 3.0 and SmartPDF software. With travel invoices, the study focused on the implementation of a service through the company’s credit card partner Eurocard that would save receipts automatically to the company’s travel expense management software, Visma M2, without needing to keep paper receipts. The qualitative study was conducted by using two surveys: one for the finance department employees on purchase invoices and one on travel invoices for all company credit card holders. The results for the purchase invoice survey were that the people who handled purchase invoices most often had noticed errors in the importing of invoices and were in favor of increasing automation in the process. The conclusion for this part of the study was therefore that the company should move to the SmartPDF software due to its ability to automatically import invoices. For the travel invoice survey, the respondents thought the service saved them time by not having to keep paper receipts but had some criticism about the lack of instruction from Eurocard and the small number of vendors who supported fully digital receipts. The conclusion was that the smart receipt service did improve the process for travelers.