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Protection.
All the documents are placed in a secure cloud storage.
Accessibility.
You can operate with documents in the system 24/7 anywhere in the world and on any device via the Internet Banking “Privat24 for Business” or in the mobile “Privat24 for Business” app (on Android/iOS). Moreover, you can import documents from the accounting software tool.
Legally binding.
It is an electronic document signed with the QES, and having its legal force pursuant to the art. 8 of the Law of Ukraine dated by 22.05.2003 No. 851-IV.
Economy and ecology.
In the case of electronic document management, there is no need to use paper and postal services to deliver the documents. Thus, you save forests and reduce emissions of carbon dioxide into the atmosphere.
Tax Bills
Tax bill is a document used by the VAT payers at their company to keep a record and account the tax liabilities and tax credits.
With this service you can do the following:
- Register tax bill in the Unified Tax Register (UTR);
- Make settlement adjustments on the tax bills;
- Obtain all your incoming tax bills issued to you as a buyer.
The service is available in “Privat24 for Business” → “Service Catalog” → “Electronic Document Management”..
Manual on operating with documentsInvoicing (issuing and paying invoices)
An invoice for Ukrainian business partners is a document issued by a seller, provided to a buyer, containing the list of goods and services, their numbering and sum which is to be paid by the buyer. The service allows you to operate with the invoices in the Internet Banking and mobile app.
Online invoicing has lots of advantages, namely:
- Instant payments. Your payments are created and paid quickly in just a few clicks.
- Economy. No need to spend your money on paper, postal services, printing or paying for physical storage of documents.
- Tracking. The status of your document can be checked at any moment and a recipient’s actions can be tracked as well.
- Reducing number of errors in a document. Avoid errors and associated costs, as a payment is created based on an errorless invoice.
- Integration and automation. You can rely on the «Integration», system which makes all the electronic processes of sending and receiving centralized in order to optimize your business internal processes.
More details about the service
Document Templates
The electronic document management service already contains the document templates which have been pre-filled for their further exchange with counterparties. They are the following:
agreement;
supplementary agreement;
customer’s order;
invoice;
transfer-acceptance certificate;
sales bill;
application for vacation;
tax bill;
request to the UTR;
request to the UTR for the period of …;
request for the sum of registration limit;
confirmation on the performed transaction;
settlement adjustment (Annex No. 2 to the tax bill);
appeal against commission’s decision;
free format document;
data table for the value added tax payer;
notification on non-compliance with the risk categories;
the appeal withdrawal statement.
However, you can upload any document in PDF format, you can also sign it with the QES and send it to a counterparty.
Manual on how to operate with documentsDocument Templates
The electronic document management service already contains the document templates which have been pre-filled for their further exchange with counterparties. They are the following:
However, you can upload any document in PDF format, you can also sign it with the QES and send it to a counterparty.
Manual on how to operate with documents
Document Templates
The electronic document management service already contains the document templates which have been pre-filled for their further exchange with counterparties. They are the following:
agreement;
supplementary agreement;
customer’s order;
invoice;
transfer-acceptance certificate;
sales bill;
application for vacation;
tax bill;
request to the UTR;
request to the UTR for the period of …;
request for the sum of registration limit;
confirmation on the performed transaction;
settlement adjustment (Annex No. 2 to the tax bill);
appeal against commission’s decision;
free format document;
data table for the value added tax payer;
notification on non-compliance with the risk categories;
the appeal withdrawal statement.
However, you can upload any document in PDF format, you can also sign it with the QES and send it to a counterparty.
Manual on how to operate with documentsDocument Templates
The electronic document management service already contains the document templates which have been pre-filled for their further exchange with counterparties. They are the following:
However, you can upload any document in PDF format, you can also sign it with the QES and send it to a counterparty.
Manual on how to operate with documents
Budget
“Budget” is a free service for the companies and entrepreneurs which allows them to obtain all the tax-related information, for instance:
- the information regarding tax arrears/overpayment;
- information in terms of every paid tax;
- data related to your tax office;
- contact details of your tax office;
- information on paying taxes with pre-filled payment details.
How to create a request?
- Log into the Internet Banking or mobile app “Privat24 for Business” → “Electronic Document Management” menu → “Budget” tab.
- Select the relevant year for which you’d like to obtain the information.
- Click the “Create a request” button and sign it.
The response to your request will display the information on the status of budget calculations in terms of your taxes.
You will obtain the information on your taxes, and in the course of selecting a tax, you’ll be offered to create a corresponding payment.
Morell the tools in one system
“Tax Bill Registration” in the Unified Tax Register (UTR)
The service can be used for tax bill registration in the Unified Tax Register. You will always have your acceptance receipts. The tax bill data can be used for submitting a declaration via the Electronic Reporting Service.
Invoicing (issuing and paying the invoices)
Electronic Document Management Service allows you to exchange invoices quickly and comfortably. On the basis of your incoming invoices you can create a pre-filled payment for a counterparty, and this is just in two clicks.
Exchanging documents with your non-PrivatBank customers
Exchange documents with your counterparties who are non-PrivatBank customers. A customer needs only to log into his/her account on the docs.pb.ua using his/her QES. You can also send a direct link to a document.
Obtaining information on budget calculations
You can obtain the following information:
- On tax arrears and tax overpayment;
- Payment details to pay for your taxes;
- Information on budget calculations from the tax office for the whole year;
- Information in terms of each particular tax.
Mobile “Privat24 for Business” app
Work with your previously created documents and issue and exchange invoices in the mobile “Privat24 for Business” app. Create payments based on your incoming invoices in just two clicks.
Integration
Integration Services allow you to exchange documents with your accounting system automatically.
Omni-channel Communication
In the Internet Banking and mobile app of “Privat24 for Business” you can operate with your invoices. An accountant, for example, generates an invoice in Internet Banking, a CEO signs it in the mobile app, and a counterparty receives a push notification and immediately creates a payment, and all this is done in just a few clicks.
Flexibility
A different access can be configured for different employees, for instance, only to certain types of documents.
If a CEO wants to add an employee to the company, he/she should log into the Internet Banking “Privat24 for Business” → “Settings” menu → “Access” → then select “Electronic Document Management” → “Access to his/her documents” (or another type of access, if requested by an authorized person) and sign it with the QES.
In 10 minutes the added employee will be connected to the company.
Operating with Vacation Order
The Bank employees can generate an “Application for Vacation” on their own on the website of «Electronic Document Management» and on its basis, the head (accountant, an authorized person) creates a “Vacation Order” in the Internet Banking “Privat24 for Business”.
The service has the following advantages:
- Remote. To apply for your vacation you only need to have internet access. It would suit perfectly the employees who work remotely.
- Fast. Application and order for your vacation are generated in just a few clicks.
- Secure. The data are secure, protected and stored in the electronic document management service.
- Automated. The documents can be uploaded into your accounting tool with API or exchange module.
Qualified Electronic Signature - SmartID
Internet Banking “Privat24 for Business”
Use all the PrivatBank services without even visiting the branch.
Any business transactions are available all-round-the-clock.
Mobile “Privat24 for Business” app
Manage your funds just whenever you need, all-round-the-clock and anywhere in the world.
In the mobile app you can do the following: create and sign payments, operate with your invoices, financial statements and much more.
SmartID is a qualified electronic signature equivalent to your own handwritten symbolic signature. It is placed in the secure cloud storage, and is fully complied with the requirements stipulated by the Law of Ukraine No. 2155 “On Electronic Trust Services”.
Electronic Reporting
- Create and submit the reports to state governmental bodies in an online mode.
- Import documents from other accounting systems.
- Available in the Internet Banking and Mobile App “Privat24 for Business”.
Integration of Privat24 with the accounting software tools
Work with the Bank right from your accounting tool.
Receive your statements/balances on your accounts and payments (import/export them).
Integrate with the “Electronic Document Management”, “Electronic Reporting”, Paperless, Salary Project and other services.
Paperless
It is an online service for signing and exchanging electronic documents. It is simple to manage not only for accountants, but also for any of the users.
It can operate in all the accredited key certification centers of Ukraine.
Invoicing (for Issuing and paying invoices)
The service for legal entities and entrepreneurs for creating, issuing and paying invoices in “Privat24 for Business”.
Instant payment creation based on the invoices, where the payment details are automatically filled both, for the buyer and for the seller.
Instructional Videos
Frequently asked Questions
What is the general procedure for working with an electronic document management service (docs.pb.ua)?
- You create a document (in the “Being Processed” tab).
- Sign it with your electronic key and send it to the recipient (in the “Outgoing” tab).
- A counterparty-recipient will be able to see the documents sent to him/her in the “Incoming” tab. He/she can do the following operations with the documents: “View”, “Sign (approve)”, “Reject” the received document and “Pay” pursuant to the invoice.
How can a document be added into the electronic document management service?
- Manually create and fill out a new document. To do this you should only click the “Create Documents” button and select one of the types of available documents.
- Upload a compiled or prepared document (a document can be created in another software or reporting system, the main condition is to stick to XML or PDF format). The document can be uploaded by clicking the “Upload” button.
- A compiled or prepared document can be automatically uploaded from your accounting system via the “Integration” service.
What can be done with an invoice?
A sender can:
- create;
- sign and send;
- alter;
- print;
- delete.
A recipient can:
- create;
- pay;
- delete;
- print.
How to work in the “Electronic Document Management” service in the mobile app and in the web version of “Privat24 for business”?
Follow the manual at the link.
Where to download the mobile “Privat24 for Business” app?
In the App Store or Google Play.
What is the cost for using the electronic document management service?
The service and all the operations on docs.pb.ua are free of charge both, for PrivatBank and non-PrivatBank customers.
