Documenten Management
for SAP Business One

Fast access to documents, receipts and files - regardless of location, across departments, audit compliant and automated.

Automatically capture and digitally archive documents

The digitization and automation of business processes is an important step towards the profitability of companies. The reduction of manual steps speeds up processes and lowers costs at the same time. With cks.DIGITAL 4.0, you now have a platform for SAP Business One with which you can digitize, shorten, optimize and link all document-based workflows with one another.

icon-kein-wechsel.pngNo switching between two user interfaces

cks.DIGITAL 4.0 is fully integrated into the user interface of SAP Business One  

Document Information Extraction

cks.ADC
Document Information Extraction

Relieve your accounting department with document information extraction. Incoming documents such as invoices and delivery bills etc. no longer have to be entered manually, item by item, in a time-consuming process. The entire document is automatically recognized, processed and then a completed SAP draft is generated.

Digital Archiving

cks.DMS
Digital Archiving

Keep all relevant documents, files and emails in electronic form. Outgoing documents such as delivery notes and invoices are also archived automatically and unchangeable. Access the digital archive from all authorised workplaces and find any document in seconds using the full text search, via the SAP supplies or via the business partners.

Electronic Invoices

cks.eINVOICE
Electronic Invoices

Simplify and speed up the processing of invoices, credit notes and advance and down payment invoices and exchange them electronically with suppliers, customers and authorities.

QR Inovices

cks.SwissQR
QR Invoices

With the new QR invoices, the processing of invoices is to be simplified and accelerated. But this only works if your ERP is also able to read and process the QR code. For SAP Business One, we have developed an add-on specifically for Switzerland's new invoice format. At the same time, it also reliably processes the ESR used so far.

Remote Access

cks.WEB
Remote Access to cks.DIGITAL 4.0

Whether via the Internet or Intranet, with cks.WEB you get secure access to your cks.DMS archive in SAP Business One. Use the full text search or access your archived documents, files and emails directly via business partners and SAP business transactions.

Automation

cks.RUN
Process Automation

As most documents in a company always follow set paths, it is possible to achieve a high level of automation. Especially in digital Document Management, many processes can be accelerated by automation, which in turn improves your response times. You can simultaneously reduce the manual workload of your employees, who gain more time for other tasks. A further advantage of process automation is the ability to schedule time and/or resource-intensive processes for quieter periods outside normal business hours.

ARRANGE APPOINTMENT

We will show you how it works live, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 90 minutes.

A platform for digital transformation in SAP Business One

With cks.DIGITAL 4.0, we have created a basic add-on that is fully integrated into SAP Business One and allows you to digitize all areas of document-based workflows. As a base add-on, it is the control center and links the individual disciplines such as digital archiving with automatic document capture, etc.

Working in the SAP Business One interface

cks.DIGITAL 4.0 is fully integrated into SAP Business One. All work can be performed in the SAP Business One interface. You no longer have to switch back and forth between two different applications.

Automate processes

Especially in the processing and transfer of documents and receipts, many processes can be automated and executed in the background. But process control, such as document transfer between the individual modules, is also possible.

Modular and individually configurable

Thanks to its modular structure, cks.DIGITAL 4.0 can be flexibly adapted to any company structure. You only need the modules that are required for your processes. And if new requirements are added, the corresponding modules can be easily integrated into the existing environment.

Digitally map and accelerate workflow

With the SAP Business One Basis add-on cks.DIGITAL 4.0, we bring together all document-based business processes in a central solution. The individual modules can thus be linked together and carry out any desired process from inbound to outbound, including archiving.

You determine the range of functions of your Document Management Software

We have deliberately kept our document management system for SAP Business One modular. This allows you to use exactly those functions that you really need. All modules are compatible with each other and you can also expand your DMS solution at a later date.

Connect more applications via API

Connect cks.DIGITAL 4.0 with other applications and software solutions you use in your company - inside as well as outside SAP Business One. In this way, documents can be brought into the DMS solution, processed and archived. But you can also access existing documents in the electronic archive.

The most important key functions at a glance

cks.ADC

Function cks.ADC
Physical and electronic formats ? Extract information from paper documents, PDF files and electronic invoices automatically.
Incoming invoice recognition routine? Capture invoices automatically.
Delivery note recognition routine? Capture delivery notes automatically.
Payment advice recognition routine? Capture payment advice notices automatically.
Customer order recognition routine? Capture customer orders automatically.
Determine vendors and debtors? Determines the relevant vendor or debtor.
SAP base document assignment? Checks whether previous SAP documents exist and links them if found.
Communication with cost centres? Communicates with cost centres, regardless of the G/L account assignment.
Transmission of individual items? Transmission of individual items from the SAP base document to the target document.
Flexible and adjustable? Flexible and can be adjusted to company-specific requirements.
Revision proof archiving? Links documents with vendors or SAP business transactions and archives them in a revision-proof way.
Article and service documents? Both article documents and service documents can be processed.
Detection of SAP article master data? Detects and reconciles the items on the document with the SAP article master data.
Capture of individual items? Capture each and every item with quantity and amount.
Highlighting of deviations? Highlights deviations (in quantity, price etc.) from the SAP base document so they can be checked and resolved before posting.
Detection of payment terms? Captures and processes different payment terms.
Transfer freights? Transfers freights to the SAP Business One Freight module.
G/L accounts for service rows? Chooses the G/L accounts automatically for service rows e.g. for handling charges or customs.
Recalculation of the unit price? Recalculates the unit price when there are surcharges or discounts for items.
Outlook Add-in? Process external documents directly from your Outlook inbox.
Individual developments? Adapt cks.ADC to your individual requirements.
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cks.DMS

Function Limited Professional
Full text search? Search documents for specific search terms and text fragments.
SAP Business transactions? Link documents directly with the SAP business transactions.
Draft documents? Link documents with draft documents e.g. during the approval process.
Automated assignment? QR codes allow recurring documents such as order confirmations to be assigned automatically to the posted SAP documents.
GoBD compliant? Audit-proof archiving for your documents and e-mails.
Audit-proof archiving of outbound documents? Outbound documents in SAP Business One are not usually archived in a audit-proof way. cks.DMS generates an unchanged document automatically and saves it in the archive.
Batch numbers and serial numbers? Link documents with batch numbers and serial numbers.
E-mail archiving? Export e-mails from your e-mail client and import them into the archive for revision-proof storage.
Global archiving folders? Create different global folders and use them to archive documents that cannot or should not be assigned to an SAP object.
Personal inbox? Move documents within the SAP structure to the relevant personal inboxes of employees for further processing.
Integration of newly developed functions? Receive newly developed functions that are added to cks.DMS free of charge and with the next update.
Audit-proof archiving of SAP attachments? Audit-proof archiving of attachments that have been added to an SAP document. Do this manually or automatically with cks.RUN.
ZUGFeRD 1.0 & 2.0 ? Send and receive ZUGFeRD invoices up to format 2.0 and process them automatically.
API-interface? Connect other applications to your electronic archive.
Outlook Add-in ? Move e-mails from Outlook directly into the archive.
Custom developments? Adjust cks.DMS to your individual requirements.
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cks.eINVOICE

Function cks.eINVOICE
Generation of electronic invoices? Generate and send electronic invoices in various standard formats to your business partners.
Processing of electronic invoices? Receive and process electronic invoices in various standard formats that you receive from your business partners.
Generation of electronic credit notes? Generate and send electronic credit notes in various standard formats to your business partners.
Processing of electronic credit notes? Receive and process electronic credits in various standard formats that you receive from your business partners.
Generation of A/R reserve invoices? Generate and send electronic A/R reserve invoices in various standard formats to your business partners.
Processing of down-payment reservation invoices? Receive and process electronic down-payment reservation invoices in various standard formats that you receive from your business partners.
Select format for each business partner? Specify for each business partner the format that you would like for the transfer of invoices and credit notes.
Outlook Add-in? Process electronic invoices directly from your Outlook inbox.
Individual standard format adjustments? Adapt your standard formats to the individual definition of the recipient and transfer any additional necessary information.
Standard Formats:
- ZUGFeRD 1.0 onwards
- ZUGFeRD 2.0 onwards
- ZUGFeRD 2.1.1 Factur-X onwards
- ZUGFeRD 2.1.1 XRechnung 1.2.2 onwards
- XRechnung 1.2.2 onwards
- XRechnung 2.0 onwards
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cks.SwissQR

Function cks.SwissQR
Physical and electronic formats? Capture paper documents, PDF file and electronic invoices automatically.
Incoming invoice recognition routine? Capture invoices automatically.
Determine vendors and debtors? Determines the relevant vendor using the code lines / QR code information.
SAP base document assignment? Checks whether previous SAP documents exist and links them if found.
Communication with cost centres? Communicates with cost centres, regardless of the G/L account assignment.
Transmission of individual items? Transmission of individual items from the SAP base document to the target document.
Flexible and adjustable? Flexible and can be adjusted to company-specific requirements.
Audit-proof archiving? Links documents with vendors or SAP business transactions and archives them in an audit-proof way.
Article and service documents? Both article documents and service documents can be processed.
Outlook Add-in? Process QR invoices directly from your Outlook inbox.
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cks.WEB

Function cks.WEB
Archive access via the internet/intranet? Access your entire archive via a normal web browser.
Restricted access for business partners? Allow business partners to view relevant archived documents, invoices, delivery notes etc.
Identical access authorizations SAP -> cks.WEB? Named users for cks.WEB automatically receive the access authorizations that have already been defined in SAP.
Release documents during approval procedures? Release documents within the SAP approval process whilst on the move.
Document uploads? Upload documents to the archive whilst on the move.
Additional entry of metadata? Enter additional information for documents in a free text field or by selection.
Integration of an SSL certificate? Secure internet access to your archive via an SSL certificate.
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cks.RUN

Function cks.RUN
Process automation for cks.DIGITAL 4.0? Speeds up your Document Management processes and lightens the manual workload of your employees.
More efficient use of server resources? Schedule processing of large data volumes for periods outside your normal business hours.
Import from e-mail inboxes? E-mails and attachments are moved from certain inboxes into the cks.DMS digital archive at regular intervals.
Archiving of outgoing e-mails? E-mails and attachments that are created in SAP Business One are archived automatically in a revision-proof way and stored behind the business partner or transaction.
Control of automatic document capture? Imported delivery notes, invoices etc. are available immediately thanks to the automated document information extraction feature of cks.ADC, cks.eINVOICE or cks.SwissQR.
Sending of files and documents? Documents such as invoices can be sent to recipients via e-mail or FTP upload at a certain time each day. This could be outside normal office hours when there is less demand on the company's IT infrastructure.
Revision-proof archiving of SAP attachments? On the 'Attachments' tab, linked files are sent regularly to the digital archive and stored in a revision-proof way.
Automated follow-up archiving via CoreSuite Batchprint? Transfer recent years' documents automatically to your new electronic archive so that they can also be archived in a revision-proof way.
Excel -> ZUGFeRD Process control? Process your Excel tables automatically in the background.
Cross-client barcode dispatcher? Cross-client assignment of documents to specific destinations during the import process by use of barcodes.
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Discuss your options with an SAP partner

You would like to know more about cks.DMS or clarify your individual requirements in advance? Simply get in touch with your SAP consultant or contact one of our integration partners:

Get to know more functions of the cks.DMS live

In our online presentation, we will be happy to show you many more possibilities that are available to you with cks.DMS. Simply arrange an appointment online.
 

ARRANGE APPOINTMENT

We will show you how it works live, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 90 minutes.