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.
Voir le processus
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Processus partagé
Multitâche en temps réel
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- Un espace de travail, plusieurs fenêtres actives. Chaque tâche reste visible.
- Passez d'un espace coloré à l'autre sans perdre le fil.
- Continuez à travailler pendant que Koaila coordonne les tâches prises en charge.
- Les mises à jour événementielles apportent à l'ERP l'approche à faible latence des jeux multijoueurs.
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Processus partagé
Créer un client depuis un site web
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- Recherchez les coordonnées publiées, choisissez un établissement et vérifiez la fiche client.
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Processus partagé
Créer un fournisseur depuis un site web
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- Recherchez les informations sur le site du fournisseur, puis vérifiez l'adresse et l'identité.
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Exemple de TVA européenne
Créer un client avec VIES
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- Recherchez le numéro de TVA européen et vérifiez les informations dans la fiche client.
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Exemple de TVA européenne
Créer un fournisseur avec VIES
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- Vérifiez le numéro de TVA européen et les coordonnées avant d'enregistrer le fournisseur.
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Processus partagé
Imprimer un document commercial
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- Ouvrez un document enregistré, lancez l'impression et vérifiez le PDF généré. Cet exemple utilise une commande client.
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Processus partagé
Enregistrer le règlement d'une facture
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- Ouvrez l'action de règlement, choisissez le compte de dépôt, enregistrez le montant reçu et vérifiez le statut payé.
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Processus partagé
Enregistrer une facture de services avec Koaila
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- Demandez à Koaila d'ouvrir le processus de facture, puis vérifiez les services dans le formulaire.
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Processus partagé
Enregistrer le paiement d'un fournisseur
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- Choisissez le compte payeur, affectez le règlement à la facture et vérifiez le statut payé. Le paiement est enregistré en comptabilité.
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.