Accounting Granularity controls the level at which SOFT4Factoring groups financial entries, tracks collection accrual dates, and resolves invoice status. The setting is configured per agreement and can be set at three levels: Invoice, Batch, or Agreement. When granularity is set to Invoice, every factoring invoice is accounted independently. Reserve...

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The Funds feature lets you define multiple financing sources, each with its own bank account and disbursement limit. When a fund is assigned to a factoring agreement, the system caps how much can be paid out from that fund per invoice and automatically selects the correct bank account when generating payment journal lines. A typical use case is a fa...

Select the agreement to which you want to add an invoice and click on the button “Create New Invoice” Fill all the fields, attach the invoice and click Create. Remember to add the invoice file otherwise you will not be able to create an invoice. How to check invoice in SOFT4FACTORING system. Open the main dashboard and click on New Invoices tile. He...

Open agreement list, select the agreement and click on new invoices list If the list is empty, you need to turn of edit mode to prevent error: Now click import from excel: Select the file Check the fields, import the data and then go back Invoices are imported:   Key things to remember: When you add the debtor no. make sure debtor exist on the agree...

Add the credentials: Make sure you are on correct environment:   Also, make sure you use correct role: factoring processor....

 You have accepted to finance the invoice for 1000. Lets say you didn't disburse the money and want to create a credit note. Open the invoice card and click administration → credit note. You will be asked: Do you want to create new credit note for invoice? Click yes. Fill Document No. and Amount to credit: Under factoring entries you can see that or...

Main package reports: Soft4Factoring includes a set of built-in reports that cover the essential operational and financial insights needed for daily factoring activities. These reports are available directly within the main system and provide the key information required for monitoring contracts, clients, invoices, and overall performance. Reports c...

Your browser does not support HTML5 video. Enhanced user guidance with updated tooltips.  We've refined the tooltips across the Factoring Setup, Factoring Product, and Factoring Agreement pages to provide more precise, more intuitive guidance. These updates make it easier than ever to navigate and configure your factoring processes confidently. Enjo...

In search try to find Report Selection - Sales Make sure you select Invoice under Usage tab Click on Email Body Layout. You see all available templates. Find the report ID and the Layout name. After that go back to search and open Custom Report Layout page Filter layouts with the ID or description We want to modify Fact. Invoice e-mail template. Let...

In Soft4Factoring product setup select these values: Currency Code Currency Exchange Rate If you don't see any value under Currency Code, click new: Select the currency and fill in all the fiels: Code Description Rounding Tolerance (you can leave it as it is) Rounding Acc. - G/L account for rounding. Example how it should look like  Also, you need t...

We’ve introduced a new feature that allows users to configure multiple fees on factoring products. Setup: In the Factoring Setup table, there's a new checkbox to enable multiple fees. This must be checked first. Product Configuration: Each factoring product now has an option to enable or disable multiple fees for that product. Once enabled, a Fees t...

First of all make open Soft4 Setup and make Notification Engine Advanced. Then open Notification Setup (SOFT4) page and setup sales invoice type. After that open Recipients Setup Select Recipient Type, after that you will also have to setup email template Configure all these parameters   After that run job queue which will generate notification entr...