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Invoice scanning comparison in Borex: the practical guide

Delegate, digitalise or do it all yourself? Around invoice scanning in Borex, every SME draws its own line. The reference points below — federal law, cantonal practice and lessons from the field — help you place the cursor well.

Digitalising invoice scanning: what actually works

Access for the fiduciary, the auditor and employees is set by roles: view, enter, approve, close. Well-set rights protect the data and speed up collaboration.

The winning pair for invoice scanning: a single inbox (e-mail, scan, photo) and one simple rule — no document sits more than a few days without a proposed entry.

Outsource invoice scanning or keep it in-house?

Responsibility stays with the client: the fiduciary executes with care, but the signed accounts bind the company. Understanding what you sign is not optional.

A business in Borex can combine the models: internal day-to-day entry, monthly external supervision, closing and taxes with the specialist — invoice scanning splits very well.

QR-bills and friction-free collections

Supplier invoices benefit from the same standard: the QR code is read on receipt, the payment is staged in e-banking with the desired due date, and the expense entry is proposed with the correct VAT. The purchase-payment-posting chain takes three moves.

For invoice scanning, invoicing fast changes everything: a service billed the week it is delivered gets paid noticeably earlier than a month-end batch invoice.

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The Swiss legal frame for invoice scanning

Swiss accounting law has been unified in the Code of Obligations since 2013: the same bookkeeping rules (art. 957a CO) and retention rules (art. 958f CO — 10 years for books, vouchers and reports) apply regardless of legal form. Invoice scanning sits squarely within this frame, including for companies based in Borex.

One simple principle drives invoice scanning: every franc in or out must be explainable by a document, an entry and an account. All of Swiss accounting law fits inside that traceability requirement.

Borex: what changes, what does not

Borex (postal code 1277, canton Vaud) applies the same federal rules as the rest of the country: what changes in Borex are the cantonal counterparts — tax administration, compensation office, commercial register.

For a business in Borex, that means VAT returns identical to anywhere in Switzerland, but a tax return and family allowances governed by the canton Vaud.

Frequently asked questions

Effective VAT method or net tax rate: how to choose?

The effective method deducts actual input VAT and files quarterly; the net tax rate method applies a flat industry rate to turnover, semi-annually, with no separate input VAT deduction. The flat rate suits low-cost structures; as investments grow, the effective method usually wins again. The choice rests on the company's own figures, in Borex as anywhere.

Which documents should be prepared for the year-end closing?

Bank and cash statements at the closing date, the inventory of stock and work in progress, final AHV/LPP/accident settlements, contracts signed or amended during the year, invoices straddling two years and the detail of accruals. With an up-to-date document archive, most of it is already there. The list is identical in Borex: the CO dictates it, not the commune.

How much does invoice scanning cost in Borex?

It depends on document volume, the number of salaries and VAT complexity — no serious figure can be quoted without examining the file. Two levers cut the bill everywhere: digitised, well-filed receipts and software that prepares entries instead of having them re-keyed.

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Borex as anywhere.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates invoice scanning for businesses in Borex: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

The application is operated in French.