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CausewayOne e-Invoicing Portal

website·Indexed 35 days ago

https://apps.one.causeway.com/cloudui/home-v1-spa/docs

Documentation for the CausewayOne e-Invoicing Portal, covering account configuration, VAT and currency settings, and the creation and management of invoices and trading relationships. Includes guides on reviewing received documents, managing customers and suppliers, and supplier management configuration.

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89K
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73
Records
709
Agent score
49%

What's inside CausewayOne

  1. Overview of Causeway Connectors

    Causeway Connectors provide secure, two-way integration between Causeway products and third-party systems. They are designed to expose specific triggers and actions that can be used within Automate recipes to streamline business processes and automate tasks such as job management, document control, and timesheet capture.

  2. Overview of CausewayOne Skills Passport

    CausewayOne Skills Passport (formerly known as Causeway SkillGuard) is a cloud-based, mobile-accessible digital passport used to manage workforce skills, competencies, experience, and training. It is designed to support on-site compliance and workforce management across projects by allowing users to validate authority to work, send targeted messages, and ensure teams meet specific project or site requirements.

  3. Overview of Automate workflow automation

    Automate is a workflow automation platform used to integrate cloud and on-premises applications (e.g., Salesforce, Netsuite, Bill.com, Apttus) to streamline business processes such as quote-to-cash. It allows both business and IT users to build low-code/no-code automations.

  5. Overview of Carbon embodied carbon analysis

    Carbon is a data analysis solution designed to measure and track embodied carbon emissions by processing transactional level data. It integrates data directly from CausewayOne e-Invoicing (from Contractors) and indirect data from Subcontractors to attribute embodied carbon factors at the line-item level. The tool provides a collaborative dashboard and interconnectivity with Causeway Docs for analyzing and exporting organizational data.

  6. Overview of Causeway Enquiries

    Causeway Enquiries is a cloud-based solution designed to streamline the construction bidding process. It enables main contractors to find reliable subcontractors and allows subcontractors to secure jobs more efficiently by speeding up the decision to bid and simplifying tender responses through streamlined communications and a managed review process.

  7. Overview of the Field operational digitization solution

    Field is a web and mobile solution used to digitize operational processes for construction workers and team leaders. It is primarily used for equipment inspection, technical maintenance rounds, and audit management. The platform enables managers to digitalize forms, collect and manage data, manage resources, and integrate existing software to ensure traceability of field operations.

  8. Overview of e-Invoicing report types

    The e-Invoicing Reporting menu provides several types of reports to monitor trading activity and relationships:

    • Trading relationship inactivity reports: Identifies inactive trading relationships.
    • Trading relationships: Lists relationships used for sending or receiving documents.
    • Transaction volumes: Tracks the number of documents sent or received.
    • Invitation: Monitors invitation status and activity of partners who have accepted invitations.

  10. Overview of the Field operational digitization solution

    Field is a web and mobile solution designed to digitize operational processes for construction workers and team leaders. It enables the digitalization of forms, data collection and management, resource management, and software integration. Common use cases include equipment inspections, technical maintenance rounds, and audit management to ensure safety, protection rules, and equipment conformity.

  12. Overview of PO Turnaround (PO Flip)

    The PO Turnaround module, also known as PO Flip, allows CausewayOne e-Invoicing Portal users to generate supplier invoices directly from received Purchase Orders (POs). This process eliminates the need to manually re-enter key invoice details and improves invoice matching accuracy during customer processing. Note that the PO to Invoice module is an optional component of CausewayOne e-Invoicing.