Comarch Optima
Enovatio Workflow
By integrating with Comarch Optima, Enovatio Workflow provides automation of the accounting process, eliminates errors resulting from manual data entry, and significantly saves time. This integration offers users full control over documents, real-time invoice status tracking, compliance with procedures, and scalability as the company grows.
Scope of Integration
- Automatic transfer of approved invoices to Comarch Optima via XML files
- Document posting based on predefined categories in CDN Optima:
- Automatic retrieval of categories from Optima
- Ability to post a single document to multiple categories
- Posting to both Category 1 and Category 2
- Definition of multiple registers
- Creation of settlements for contractor transactions
- Synchronization of contractors and accounting categories – automatic updates of the contractor and cost category databases
- Additional transferred data: description, payment type, transaction type, VAT deduction
Technical Aspects of Integration
Integration method:
- Data import to CDN Optima: Dedicated Enovatio ExportApp for generating XML files (according to Comarch structure)
- Data retrieval from CDN Optima: Dedicated Enovatio ImportApp for synchronizing contractor and accounting category databases
Implementation Process
- Implementation stages – analysis, configuration, testing, launch
- Technical support – available assistance and training
Types of Cost Documents Exported to Comarch ERP Optima
- (Cost documents that can be entered via XML files in accordance with the Comarch structure)
Additional Features Related to Document Export
- Support for XML files required by the CDN Optima system
- Integration with the settlements module – enables payment generation directly in Comarch CDN Optima
Integration of Enovatio Workflow with Comarch Optima:
- Speeds up invoice approval and posting
- Minimizes the risk of human error
- Automates data exchange between systems
- Enhances document clarity and control
- Supports compliance with internal procedures and audits
- Boosts the efficiency of accounting and administrative departments
Thanks to this integration, invoices and other cost documents are automatically transferred to the accounting system, eliminating errors caused by manual data entry. The posting process becomes smoother, making the work of the chief accountant and the entire finance team more efficient.
Want to see how the integration works in practice?
Contact us and book a demo!
