Zudello's automates the inter-company transfer document process.
Zudello can simplify the inter-company transfer processes by automating the sale from one entity and automatically creating the purchase invoice in another.
For example, if a power bill needs to be shared evenly across multiple entities this can be achieved with inter-company transfers
How to process an inter-company transfer
Step 1:
From the Zudello Team you wish to transfer the document from, select ‘purchasing’ from the menu along the top of the Zudello website.
Step 2:
Select the Supplier invoice you want to transfer.
Step 3:
From the top of the document, select the button with three horizontal dots. This will open a drop-down menu.
Step 4:
Select “inter-company transfer” and choose the entity you wish to transfer the document to from the Additional Team dropdown menu.
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Once selected, Zudello will create a sales invoice in the current team and a purchase invoice in the Team you selected to transfer the document to.
After both the purchasing and sales documents have been created, you'll be able to send the document down their usual workflows for processing.