Your invoicing.Built around your business rules.
Start with ready-to-use software for invoices, expenses and amounts due. Then work with Shappy to adapt tracking fields, approvals and views to the way your company manages its finances.
See what was invoiced, what arrived and what is missing.
Clara prepares her cash review. An invoice is partly settled, an expense awaits review and a document needs checking.
- 01
Prepare the document
Review the customer, lines and amount before approval. Preview documents are illustrative only.
- 02
Track the outstanding balance
Distinguish the original amount, allocations and balance on each invoice.
- 03
Prepare the review
Bring invoices, expenses and due dates together to explain figures through references to their source records.
From a document line to the amounts review.
Open linked records to understand a balance; preview calculations remain working examples.
Track balances invoice by invoice.
Simulate an allocation of up to €500. The balance falls without going below zero; no payment is executed.
Financial reviews that fit your business.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add a follow-up owner and next review date to partly settled invoices. Bring them together in our follow-up view.
Watch the transformation
Take this example for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Prepare records your accountant can work with.
Financial transfers need stable references and amount checks. This preview never connects external accounts.
- Accounting software
Customers, invoices, expenses and supporting references to export.
What is needed : Your accountant approves field mapping, codes and format. No tax filing or national compliance is claimed.
- Peppol
Invoice and credit-note data to prepare a UBL document, validate it and follow an authorised transmission.
What is needed : The Peppol connector is identified on the platform, but its connection is not delivered in Finance. Participant setup, documents and network responses need separate implementation and verification.
- Bank or payment provider
References, dates and amounts to reconcile with invoices.
What is needed : Bank synchronisation is not delivered. The planned PayPal connection requires provider installation, a bound account and separate verification; no browser return posts a payment.
- Sales and purchasing
Customer and accepted lines on one side; supplier and expense on the other.
What is needed : Define approvals and shared identifiers before cross-application transfers.
Check an invoice and its balance.
- 01
Choose representative documents
An invoice, a partial payment and an expense with its supporting-document reference.
- 02
Agree conventions
Confirm currencies, rounding, taxes and document rules with the relevant people.
- 03
Set up your review
Define the approvals and tracking information specific to your company. Check the changes and balances with the person who keeps your accounts.
Your questions before choosing your software.
Can we adapt our financial controls?
Yes. Start with invoices, expenses and balances, then evolve your application with Shappy: analysis fields, owners, approvals or review views. Changes are checked against your records; they do not constitute accounting or tax approval.
Is this a complete accounting system?
This page presents document, expense and balance tracking. Bookkeeping, filing and closing are not promised within this scope.
Is a bank connection included?
It depends on the account, provider and transfer to implement. The demonstration shows a local allocation with no bank access.
Do invoices meet my country’s requirements?
Your country’s wording, taxes, formats and obligations must be checked before use. This preview is not compliance evidence.
How are partial receipts handled?
The record retains its original amount and the remaining balance. The preview lets you try an allocation capped at that balance; real reconciliation is validated in the application.
Can we attach and open files?
Record references and notes remain available. File upload, download and deletion are disabled in this release; activation requires the RootCX access-control update.
Your financial workflow starts here.
An invoice, a partial payment and your review habits: start with the existing software and define the changes your business needs.
Bring a representative record and your working rules. We will define data migration and the first changes to check.