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Receipting Automation

Ensure efficient and accurate
receipting with UniFi

The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Goods and Services Receipting process and replace related Software.

Not only can UniFi replace your Goods/Services Receipting Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

With UniFi, you can be confident that goods and services are received as ordered and on time and that you only pay for what you have received. 

You can configure your receipting process according to the way you do business and the requirements of each supplier. 

This includes setting up checks and balances such as the ability to match an invoice against the purchase order and receipt, to ensure only valid items are invoiced. 

Save time on receipting

With powerful integration capabilities, UniFi can seamlessly connect with your accounting system so that information entered into the software automatically reflects in the accounting system.  

This eliminates the need for manual re-entry of data and speeds up the process of receiving goods and services. 

The receipting automation workflow can be made available organisation-wide so that anyone with permission can validate a receipt of goods or services, which translates into significant savings in software licensing costs. 

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The Goods/Services Receipting App in UniFi’s Purchasing Enterprise Suite revolutionises how you manage incoming goods and services.

With just a few taps, you can instantly access outstanding orders, effortlessly record received items, and digitally sign for deliveries.

Experience the power of real-time updates as your purchase orders sync automatically upon approval.

It enhances accountability with document signing capabilities and generates full audit reports, ensuring complete transparency throughout the receiving process.

Advanced Capabilities

UniFi Purchasing Enterprise Suite comes with next-gen Procurement Portal which provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This capability allows you to track orders, monitor shipments, and anticipate deliveries with unprecedented accuracy.

The suite’s Matching and Control capabilities ensure that every transaction is verified and reconciled automatically, reducing errors and saving valuable time.

 

Post-delivery reviews are seamlessly integrated, allowing you to evaluate supplier performance and product quality, and ensure continuous improvement in your supply chain.

For items that meet the threshold for fixed assets, our Asset Onboarding App collects additional details and calculates depreciation, providing a complete financial picture.

The suite also has a Spend Control and Analytics Centre, which provides deep insights into your procurement patterns. This allows you to easily identify cost-saving opportunities and optimise your purchasing strategies.

 

An intuitive Dashboard, serving as the homepage for this suite, ties everything together. It provides at-a-glance views of key performance indicators, with the ability to drill down into transaction details and generate comprehensive reports.

This central hub empowers you to visualise spending trends, forecast future needs, and make data-driven decisions to enhance your procurement efficiency.

How does it work?

This process begins with the supplier’s invoice and can be tracked all the way through to being paid by your organisation. 

UniFi will automatically match a purchase order, an invoice, and the receipt for goods ordered and quickly review the invoice line items and details to ensure everything is accurate. 

This eliminates incorrect invoices, items that don’t match the purchase order, and other errors. It also eliminates the need for a manual matching process or another round of approval before the invoice is paid. 

UniFi introduces a receipting step into your ordering process so that there’s an extra layer of accuracy and traceability, allowing you to pay invoices more quickly.  

UniFi also gives you the ability to ensure that the goods and services received from suppliers are at the right and satisfactory level.


End users of those goods and services can provide feedback directly in the accounting system, rather than the accounting team having to chase after user reviews before making payment. This helps to maintain consistent quality and accountability of the products or services delivered while tracking their value against budgeted amounts. 

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  • Key Benefits

Other Purchasing (P2P) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

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