Manually entering invoice data across different systems is time-consuming and prone to errors. Our Finance Integration options for invoicing can help bridge the gap between your waste management software and your existing finance system. Seamlessly transferring account and invoice information – all using simple flat files or APIs.
Export financial data in a way that works best for you. You can choose to export data for specific council departments, customers, or billing frequencies (daily, weekly, monthly).
If required, this process can also be used to manage credit notes. Where a transaction has been replaced by a credit note, the relevant adjustments can be sent automatically to your finance system, ensuring they’re included in the next invoice.
We integrated with:
A flat file is a file download or data upload that involves either exporting or importing data between systems using flat files.
A flat file produces a text file with fields included in the order and format required to be ingested by your finance system. Your system then uses this to generate an invoice. Mandalay will work with your organisation to generate a flat text file in a CSV or TXT file format that can facilitate the download and upload of files and data between your waste management software and your finance system.
With flat files, you have the flexibility to download the finance file whenever you need it by initiating the download manually. Alternatively, you can schedule automatic generation to occur at regular intervals using Mandalay’s Azure service. Once generated, the file is uploaded to our secure Azure storage location and readily available for you to transfer to your own network infrastructure ready to import into your finance system.
You can define the exact time period for which you want to export data, ensuring you get the information you need. Additionally, the system automatically flags each exported transaction, preventing duplicate entries in future exports.
To assist in managing ledger codes, the system will allow a finance team member to adjust ledger codes against specific products as required.
An API is an integration method that involves using an Application Programming Interface (API) to integrate your waste facility software with another system.
This Batch Billing API set is designed to provide transactional data for use in financial systems that will then generate invoices to the specific debtors included in the output.
The standard transaction output follows a batching process, this allows the transactions being used in an export to be grouped together. Once the output has been confirmed and uploaded to the destination system, the batch can then be committed. If there are problems, then it’s possible to discard the batch and allow the transaction to be included in a new batch.
When identifying the best way to undertake finance integrations for invoicing at your waste facility (via flat file or API), the following points should be taken into consideration:
Many main-stream finance packages offer capabilities to integrate, however some may not provide you with an option to do so. Middleware is likely to be required for most integrations.
Gain a full understanding of what needs to be integrated between systems and how you want it to work.
API’s are geared towards automation while flat file import/export allows you to maintain manual control.
Your team will require the technical experience and knowledge required to setup APIs.
The type of transactions and data being handled and the requirement around that will likely impact on the option you will be leaning towards.
Contact us and have a chat with a member of our team today.
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