Integration with your accounting system — forget about routine

Microsoft Dynamics 365 Business Central, one of the most widely used ERP systems in the world and Ukraine, has a module that allows you to integrate your accounting data with the Vchasno document workflow and electronic signature service.

The Electronic Invoicing for Ukraine via Vchasno module was created by Clarity Ukraine, which is the competence center for Microsoft Dynamics 365 Business Central in Ukraine.

• upload a list of documents from Vchasno to Business Central;
• track the status of documents from Vchasno and signatures in Business Central;
• create supporting primary documentation in Business Central based on the list of documents from Vchasno;
• the procedure in Business Central of revoking documents, including signed ones, from Vchasno;
• transfer of a printed document file from Business Central to Vchasno.

The module has been certified and is authorized for use by Microsoft and published on the Microsoft AppSource application portal. You can download it here.

The module “Integration with the Vchasno service” Perfectum CRM+ERP provides the ability to upload bills, contracts, acts and invoices to Vchasno document management service for signing, automatic change the status of signing in the system, and uploading the PDF signing to CRM.

• in bills/contracts/invoices and documents additional buttons appear for uploading the PDF file of the document in Vchasno;
• when you click on the button, the documents are unloaded with a link to the client’s EDRPOU (to which it was linked) and appear in your account;
• after the document was signed by two parties, it will automatically be uploaded to CRM and will change its status to “Signed” (except for the invoice – it does not require the signature of the other party and will not be uploaded).

You can download the module here. For more information about configuring the module, follow the link.

Dilovod is an Ukrainian online bookkeeping service for management, accounting and reporting. Dilovod simplifies the work of entrepreneurs and accountants, makes it more efficient.

Send documents created in Dilovod to your counterparties in one click — invoices, reports of completed works, reconciliation reports, as well as price lists, reports, etc. Sign documents online. Your counterparty and you will automatically receive a notification by e-mail about the signing of the documents.

Save time on sending documents to your counterparties and increase data transfer speed. Setup instructions are here.

Dilovod is an Ukrainian online bookkeeping service for management, accounting and reporting. Dilovod simplifies the work of entrepreneurs and accountants, makes it more efficient.

Send documents created in Dilovod to your counterparties in one click — invoices, reports of completed works, reconciliation reports, as well as price lists, reports, etc. Sign documents online. Your counterparty and you will automatically receive a notification by e-mail about the signing of the documents.

Save time on sending documents to your counterparties and increase data transfer speed. Setup instructions are here.

Expand the capabilities of your Uspacy space! The “Vchasno Documents” application — exchange documents between Uspacy and Vchasno in a few clicks!

Take advantage of a free trial subscription for 14 calendar days with the option to extend for another 14 days.

• Send documents directly from Uspacy in a few clicks — various file formats are supported, including .doc, .docx, .xls, .xlsx, .pdf. Work with typical office documents without the need for conversion.
• Document statuses — Sent, Awaiting signature or Signed — are automatically displayed in lead and deal cards.
• Connect up to five organizations to exchange documents via “Vchasno”, while the number of source documents is not limited.
• When sending a document, you can define the order of signing: you yourself choose which of the counterparties should sign first.

In addition, the application provides protection against potentially malicious scripts — all PDF files are checked before sending, and dangerous content is blocked.

Information on setting up the application and working directly with it in the Uspacy workspace can be found in separate video instructions at this link.

The connector from MasterCRM extends the basic capabilities of Creatio through integration with Vchasno for signing documents. It optimizes the signing process: send files directly to Vchasno for signing, without leaving the Creatio environment.

Suitable for all industries where signing documents with counterparties is required. More details about the solution.

• Automatic file sending: send files from Creatio to Vchasno for signing.
• Track the status of sent documents directly in Creatio.
• Automatic saving: signed documents are automatically transferred to Creatio, organized and conveniently accessible.

Optimize document signing processes, reduce manual work, and increase efficiency and document management. Instructions on how to set up integration.