In this case, it is a good idea to archive only these, as this is also sufficient according to GoBD. It often happens that not the whole mail is needed in the archive, but only the attached files. ![]() The DMS also offers the option of sending your own invoices automatically by e-mail.īest practices for open source e-mail archiving ![]() In the end, it hardly matters to the DMS whether an invoice was scanned as paper or received as a PDF via e-mail. The incoming invoice workflow, which normally takes place with paper invoices, is thus also implemented 1:1 for e-mail invoices. If, for example, one takes a POP3 account and communicates this to the suppliers as an e-mail address for digital invoices, then incoming invoices can be passed here immediately to the responsible clerk for checking, depending on the supplier, and then to the accounting department. POP3 and IMAP4 accounts can also be archived in an audit-proof manner with the help of the bitfarm-Archiv POP3 connector - and optionally processed directly via the DMS. There are also interfaces for many other e-mail systems that enable audit-proof archiving as required by the GoBS and GDPdU, for example Tobit David, Lotus Notes, Thunderbird, Kerio and many others. In the following video we show you the archiving of mails and further options for document import. bitfarm-Archiv document management, for example, allows direct connection to Microsoft Outlook and offers various options there, ranging from manual archiving by the user to fully automatic archiving of the entire mailbox. How do you archive mails with a document management system in an audit-proof manner?ĭocument management systems (DMS) and enterprise content management systems (ECM) offer solutions for this.
0 Comments
Leave a Reply. |