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Invoice scanning how to choose in Arch explained simply

Delegate, digitalise or do it all yourself? Around invoice scanning in Arch, 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

Accounting digitalisation always follows the same path: capture documents at the source (photo or PDF upload), let automatic recognition extract supplier, amount, date and VAT, approve the proposed entries, then archive each document linked to its entry. Every step removes a re-keying — and therefore an error source.

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.

A well-structured SME chart of accounts

Concretely, invoice scanning benefits from three tiers: balance-sheet accounts (classes 1-2) kept spotless for the closing, income accounts (classes 3-6) shaped for steering, and closing accounts (class 9) reserved for year-end entries. Each tier has its rhythm and its owner.

The chart of accounts is also the hinge to VAT: every revenue account carries its rate (8.1%, 2.6%, 3.8% or exempt), every expense account its input-tax right. Set those attributes once in the tool and every subsequent return becomes reliable.

QR-bills and friction-free collections

Reminders work best graduated: a neutral first reminder, a firm second, then formal notice — each generated from exact balances, never from memory.

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.

Meeting in a bright conference room

The Swiss legal frame for invoice scanning

A small business does not mean small obligations: from the first salary or the first VAT return, mistakes get expensive — in Arch as anywhere.

For invoice scanning, the classic early mistake remains mixing private and business: a dedicated bank account and documented private withdrawals eliminate half the discussions with the tax office.

Arch: what changes, what does not

Sole proprietorship, Sàrl or SA in Arch: the AHV contact remains the competent compensation office, and taxes follow the scales of the canton Bern.

Federal deadlines do not move in Arch: VAT within 60 days, salary declaration in January, 10-year record retention — postal code 3296 changes nothing about those rules, only the sender's address.

Frequently asked questions

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 Arch: the CO dictates it, not the commune.

Do you need a fiduciary for invoice scanning, or can you do it yourself?

Both are defensible. Below CHF 500,000 of revenue, a sole proprietorship may keep simplified accounts itself. As soon as payroll, VAT and a closing with tax stakes are involved, professional support prevents mistakes that cost more than the fees. With a shared platform, the fiduciary does not even need to be in Arch.

How long must records related to invoice scanning be kept?

Ten years from the end of the financial year concerned (art. 958f CO). Electronic retention is permitted if the integrity and readability of the records are guaranteed — a serious digital archive validly replaces paper binders. A business in Arch can therefore archive fully digitally.

Does MyFiducia.ai work for a business based in Arch?

Yes: the platform runs online, the rules applied are federal (VAT, CO, AHV), and the file can be shared with any fiduciary. A business in Arch manages its documents, VAT and exports exactly as anywhere in Switzerland.

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Switch to accounting that keeps itself up to date

MyFiducia.ai automates invoice scanning for businesses in Arch: 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.

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