ERP Finance

The paperless office or the digitisation of the accounting or economic agenda has been talked about for a long time. The COVID pandemic19 has accelerated the willingness of companies to go online and lowered the barriers further.

The processing of incoming documents, their extraction and the automation of approvals before posting are often addressed.

Less frequently, speeding up the cycle of documents issued is being addressed. Yet this is an activity with significant financial effects for companies. A faster signed order from a customer or supplier or other document means faster money into the company, better cashflow, fewer problems, and more room for company growth. At the same time, instead of "paperwork", people in the company can focus on activities with higher added value and thus increase the efficiency of the company. It is the speeding up of the circulation of documents that are signed by someone outside the company that Signi brings by providing legally binding electronic signatures of different levels to the electronic version of documents.

• Who uses Signi 
• Examples of use
  • Signing orders, delivery notes, etc. remotely 
  • Signing the delivery note at the place of delivery
  • Signing the document at the branch, showroom, service point
  • Signi as a signature portal for your suppliers and/or customers for FREE
  • Bank Identity - BankID & Signi as an opportunity for businesses 
  • Long-term archiving of electronic documents
• Documents and proofs for electronic signature 
• More information
• What next? Let's do it!

Who uses Signi 

Streamlining processes related to signing customers, suppliers, employees, e.g. in Rohlik.cz, Nano Energies, Remax, LMC, Driveto , Dodo či Greenlogy.

Examples of use

Signing orders, delivery notes, etc. remotely 

• Have orders signed back in not days but hours?
• Not waiting for the counterparty to be in the office because they can sign anywhere on their mobile?
• See at a glance which orders are waiting for signature and urge their signing at a click?
• To have signed orders available in one place and not "scattered" across the emails and folders of individual merchants or buyers?
• Have the ability to automatically trigger the steps to execute an order the moment it is signed?
• Handle other documents such as delivery notes, credit notes, etc. in a similarly efficient manner?

No problem...

Signing the delivery note at the place of delivery

The processing and archiving of delivery notes is sometimes very burdensome. However, a smartphone on which legally binding consent can be given is no longer a luxury.

Signing the document at the branch, showroom, service point

As well as at the branches, the client can sign the document on the handed tablet and confirm it on their phone. At the moment of signing, they will receive their paré in an email, the company in their ERP and/or file storage for filing.

Signi as a signature portal for your suppliers and/or customers for FREE

But the "side effect" can be a competitive advantage. If your signing customers or suppliers create an account in Signi, it costs them nothing and they get a clear record of all documents from you.

Bank Identity - BankID & Signi as an opportunity for businesses 

Signature and eventual identification secured by Czech banks - a signature with a high degree of legal certainty, yet easily accessible to all those who routinely use internet banking. You don't have to do anything to use BankID, just set up an account with Signi.

Long-term archiving of electronic documents

In a paper world, not all documents are created equal. A receipt from the candy store is thrown away, invoices or delivery notes from ten years ago are kept in drawers or in the basement, and some documents are stored in special warehouses with security, flood protection and strict fire protection measures

Similarly, different requirements are placed on the long-term archiving of electronic documents. It is necessary to ensure that a PDF document can be read even after 30 years and to be sure that no one has changed it in that time and that the author of the document is the right one. This is ensured by so-called electronic archives. One such archive is available in Signi.

Documents and proofs for electronic signature 

1. Order offer signed by the customer / supplier - remotely / created on site 
2. Delivery note signed on acceptance or ex post
3. Credit note - with confirmation for VAT deduction
4. Confirmed receipt of invoice with a broad, verifiable audit trail  faktury 
5. Transfer, service, claim reports - with automatic delivery to and from the field
6. Statements of work for project deliveries - IT, marketing, construction, etc.  
7. HR agenda - viz see separate HR and payroll area

Are you an accounting firm and do you provide services to other companies?

Take advantage of the opportunity to gain new clients more easily, increase your efficiency, add value to existing clients and meet all legal requirements.

More on Signi for accountancy firms

More information

• Legal aspects of electronic identification, signing and archiving
• Digitisation of accounting and tax documents - Milan Vodička, tax consultant
• Accounting firms as Signi partners- Let's deliver more to our customers together
• Signi in business
• Signi in HR
• Signature types in Signi
• Long-term archiving of electronic documents in Signi
• Legal aspects of electronic identification, signing and archiving
• Using Signi as a stand-alone application, in partner solutions or in connection with your systems..

What next? Let's do it!

Get started now - Create an account in Signi and start sending your first documents for signature. For detailed instructions on how to get started, see Getting Started with Signi. The first three signatures are free, so you can try the app without obligation.    
Contact us now at sales@signi.com.
Let's schedule a video call together - We'd be happy to demonstrate Signi and how to manage and sign business documents. Choose the date that works best for you.