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Postal and receipts

Betrieblicher Arbeitsbereich crm_office

Central trickery for all evidence (scans, e-mails, photos), OCR recognition and automatic pre-countering.

Ziel & Fachlicher Nutzen: The central input channel for documents of all kinds can be uploaded by drag & drop, email forwarding or mobile upload. A deterministic OCR and KI parser extracts head data, amounts and positions and directs the document to the examination or booking.

⚡ Arbeitsabläufe (19) 📋 Aufgaben & Funktionen (25) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

Type of shield photo uploaded

The following is the list of the types of data that are included in the report:

Ablaufschritte:

asset_capture_agent

asset_capture_agent

The following is the list of the products:

✓ asset_capture_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

The following information shall be provided:

The following is the list of the main functions of the system:

Ablaufschritte:

inbox_agent

inbox_agent

The following is the list of the products:

✓ inbox_agent

The following information shall be provided:

The following is the list of the main functions of the system:

Ablaufschritte:

voice_agent

voice_agent

The following is the list of the products:

✓ voice_agent

Other, including the following:

The following is the list of the types of data that are included in the report:

Ablaufschritte:

contract_agent

contract_agent

The following is the list of the products:

✓ contract_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Other, including:

The following is the list of the types of data that are included in the report:

Ablaufschritte:

delivery_note_agent

delivery_note_agent

The following is the list of the products:

✓ delivery_note_agent

material_capture_agent

material_capture_agent

The following is the list of the products:

✓ material_capture_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Document uploaded (not documented)

The following is the list of the types of data that are included in the report:

Ablaufschritte:

document_agent

document_agent

The following is the list of the products:

✓ document_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Receipt of e-mail

The following is the list of the types of data that are included in the report:

Ablaufschritte:

inbox_agent

inbox_agent

The following is the list of the products:

✓ inbox_agent

inquiry_agent

inquiry_agent

The following is the list of the products:

✓ inquiry_agent

reply_agent

reply_agent

The following is the list of the products:

✓ reply_agent

Uploaded statement of expenditure

The following is the list of the types of data that are included in the report:

Ablaufschritte:

expense_agent

expense_agent

The following is the list of the products:

✓ expense_agent

The following is the list of the types of data that are included in the report:

Ablaufschritte:

inquiry_agent

inquiry_agent

The following is the list of the products:

✓ inquiry_agent

quote_agent

quote_agent

The following is the list of the products:

✓ quote_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Uploaded receipt

The following is the list of the types of data that are included in the report:

Ablaufschritte:

receipt_agent

receipt_agent

The following is the list of the products:

✓ receipt_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

material_capture_agent

material_capture_agent

The following is the list of the products:

✓ material_capture_agent

Uploaded photo of construction site

The following is the list of the types of data that are included in the report:

Ablaufschritte:

site_documentation_agent

site_documentation_agent

The following is the list of the products:

✓ site_documentation_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Supplier invoice uploaded

The following is the list of the types of data that are included in the report:

Ablaufschritte:

supplier_invoice_agent

supplier_invoice_agent

{"key": "step_0", "label": "Rechnung erkennen, Lieferant finden/anlegen, Beleg + Buchungsvorschlag + Projektkosten erstellen", "adapter": "agent.execute", "agent": "supplier_invoice_agent", "condition_fact": null}

✓ supplier_invoice_agent

filing_agent

filing_agent

The following is the list of the products:

✓ filing_agent

Receipt of language notes

The following is the list of the types of data that are included in the report:

Ablaufschritte:

voice_agent

voice_agent

The following is the list of the products:

✓ voice_agent

time_capture_agent

time_capture_agent

The following is the list of the products:

✓ time_capture_agent

Postal service

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:

new

new

Status of the machine in the state of new post.

routing

routing

Status <unk>routing<unk> of the state machine mail.

processing

Manufacture

Status of the machine in condition Postal input.

needs_review

needs_review

Status of the postal input of the machine in condition.

completed

completed

Status of the machine in condition Postal input.

failed

Failed

Status of the postal mail.

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

❓

Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ The Commission shall adopt implementing acts in accordance with Article 21 of Regulation (EC) No 1224/2009. ✓ The following information shall be provided: