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Last updated: Nov 07, 2023

Capturing Performance in Monvy: A Complete Overview

Performance capture is an essential part of effective accounts receivable management and financial administration for businesses of all sizes. Monvy offers a comprehensive performance capture system, including timesheets and delivery notes, to ensure accuracy and efficiency in your financial processes.
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Performance Capture in Monvy

1. Login to Monvy

To get started, log in to your Monvy account through the Monvy web portal. Make sure you use the correct login credentials to access your account.

2. Navigate to "Performance.

Once logged in, navigate to the "Performance" section in your Monvy account. This is the central hub where you can perform all performance-related activities.

3. Choose the Type of Performance

Within the 'Achievements' section, you can choose from different types of achievements, such as timesheets or delivery notes, depending on what you want to capture.

4. Individual Performance Recording
4.1 Statement of Hours
  • To record a timesheet, click on 'Timesheet'. Here you can enter details about the hours worked, the employee(s) who worked on it, the date and other relevant information.
4.2 Delivery note
  • To record a delivery note, click on 'Delivery note'. Enter details about the products or services delivered, the customer, the date of delivery and any related information.
5. Add Multiple Employees (Optional).
5.1 Statement of Hours for Multiple Employees
  • If multiple employees have contributed to a project, you can easily add their timesheet information within the same record. Click 'Add Employee' and enter the relevant information for each employee.
6. Check and Save
  • Before you save the performance, check all data entered to make sure everything is accurate and complete. Any errors or missing information can cause problems later in the billing process.
7. Save and Submit
  • After checking the performance data, click "Save" and, if applicable, "Submit. This saves the performance data in Monvy and makes it available for further processing, such as converting it to an invoice.

Benefits of Performance Capture in Monvy

Capturing performance in Monvy offers numerous benefits to your business:

  • Accuracy: Monvy ensures accurate recording of performance, minimizing errors and duplication.
  • Efficiency: Streamlined performance recording process speeds up financial workflow and saves time.
  • Full Overview: With Monvy, you have a complete overview of all performance at all times, which is useful for reporting and monitoring.
  • Billing: Capturing performance lays the foundation for smooth billing, where performance can be quickly converted into invoices.
  • Compliance: Monvy helps you meet financial and regulatory requirements through accurate recording of performance.

In short, capturing performance in Monvy provides an integrated and efficient solution for your financial records. Whether you want to capture timesheets for multiple employees or record delivery notes, Monvy provides the tools to do so effortlessly. For further assistance or questions, don't hesitate to contact our support team.

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Quotes

In addition to a quote, it is also possible to fill out an order form
Convert quotation to invoice
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Remind your debtors by phone using artificial intelligence.
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Automatic initiation of collection process
Overview of invoice tracking
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Billing

In addition to a quote, it is also possible to fill out an order form
Convert quotation to invoice
Linking performance to invoices
Tracking invoices automatically
Fully automatic invoice tracking
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Leasing

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Receive your invoice amount instantly, with invoice finance

Follow-ups

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Automatic initiation of collection process
Overview of invoice tracking
Have the Monvy AI Assistant make payment arrangements over the phone
Tracking invoices automatically

Performance

In addition to a quote, it is also possible to fill out an order form
Declare hours worked
Linking performance to invoices
Accept performance online
Link documents to your performance