Structured operational formsfor QuickBooks
Keep several live operational windows open, work alongside Koaila and move between searchable records, linked documents and workflow controls without losing your place.
Ver el flujo de trabajo
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Flujo compartido
Multitarea en tiempo real
Leer los pasos
- Un espacio de trabajo, varias ventanas activas. Cada tarea a la vista.
- Cambia entre áreas identificadas por colores sin perder el contexto.
- Sigue trabajando mientras Koaila coordina las tareas compatibles a tu lado.
- Las actualizaciones por eventos llevan al ERP el enfoque de baja latencia de los juegos multijugador.
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Flujo compartido
Crear un cliente desde una web
Leer los pasos
- Busca los datos públicos de la empresa, elige una sede y revisa el cliente antes de guardar.
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Flujo compartido
Crear un proveedor desde una web
Leer los pasos
- Busca los datos en la web del proveedor y comprueba la dirección elegida y la identidad de la empresa.
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Ejemplo de IVA europeo
Crear un cliente con VIES
Leer los pasos
- Consulta el número de IVA europeo y revisa los datos devueltos en la ficha del cliente.
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Ejemplo de IVA europeo
Crear un proveedor con VIES
Leer los pasos
- Comprueba el número de IVA europeo y revisa los datos antes de guardar el proveedor.
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Flujo compartido
Imprimir un documento comercial
Leer los pasos
- Abre un documento guardado, usa la acción de impresión y revisa el PDF generado. Este ejemplo imprime un pedido de venta.
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Flujo compartido
Registrar el cobro de una factura
Leer los pasos
- Abre el cobro desde la factura, elige la cuenta de ingreso, registra el importe recibido y comprueba el estado pagado.
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Flujo compartido
Registrar una factura de servicios con Koaila
Leer los pasos
- Pide a Koaila que abra el flujo de la factura y revisa los servicios en el formulario estructurado.
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Flujo compartido
Registrar el pago de una factura de proveedor
Leer los pasos
- Elige la cuenta de pago, aplica el importe a la factura y verifica el estado pagado. El pago queda registrado en la contabilidad.
A practical workspace for everyday records
Supported entities have list and form workspaces for finding, creating and reviewing records. Product selectors emphasize codes and relevant descriptions, while reference choices respect the current task. Sales, purchasing, warehouse and manufacturing documents expose their own fields rather than forcing every process into a generic conversation.
Let the workflow explain what can happen next
Status controls distinguish deliberate actions from progress calculated by receipts, shipments, invoices or production evidence. Used lines and confirmed data have protections against unsafe edits. Roles narrow the operations each person may perform, so a warehouse colleague can work on fulfillment without automatically receiving unrestricted access to the entire accounting system.
Real-time multitasking for people and AI
An estimate, a stock view and a manufacturing order do not have to take turns owning your screen. Keep multiple operational windows open and retain each task's context while Koaila works alongside you. Browser-owned rendering and event-driven live updates use the same low-latency communication approach found in multiplayer games, applied here to business workflows. This is real multitasking inside one workspace, designed to keep both your team and AI productive. Live workspace updates are distinct from bank-feed, accounting-sync and analytical-report refresh schedules; those data sources keep their own timing.
What to know before you start
A visible field does not imply unrestricted editing. Permissions, source-document locks and completed-work protections remain authoritative, including when the assistant opens the form.
Practical questions
Can I open forms without asking the AI each time?
The workspace launcher provides direct access to the entities authorized for your role, alongside conversational entry points.
Can operational staff have limited access?
Yes. Company roles distinguish areas such as sales, purchasing, inventory, manufacturing, banking and compliance.
Continue the workflow
Team roles and accountant collaboration
Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Manufacturing orders
Create a manufacturing job for a make-enabled product, release a frozen BOM recipe and track materials, operations and finished quantities through completion.