Workflow & document management

Using a comprehensive mapping definition, complex rules can be used to determine how information is treated between the original document and the final accounting entries; e.g. the user may wish to specify what information is mapped to the credit and debit lines (e.g. debiting the customer account with the gross amount, and crediting the sales and tax accounts).
Document status management is straightforward and easy to use enabling a flexible approach to processing and authorising any item. The workflow of each document can be used to manage series of approval processes and for different users to view or change different information before it is finally committed to the ledger. Hard copy documents can be generated through the system’s document printing function.

Document status management

This content will show up directly in its container. Using a comprehensive mapping definition, complex rules can be used to determine how information is treated between the original document and the final accounting entries; e.g. the user may wish to specify what information is mapped to the credit and debit lines (e.g. debiting the customer account with the gross amount, and crediting the sales and tax accounts).

Document status management is straightforward to use, it enables a flexible approach to processing and authorising any item. The workflow of each document can be used to manage a series of approval processes and for different users to view or change different information before it is finally committed to the ledger. Hard copy documents can be generated through the system’s document printing function.

Smart-Events. Never miss a key activity again!

Smart-Events are date and time related activities linked to calendars and displayed on the user’s home page. Once again colour is used to highlight sensitivity relative to any given date.

An example would be the payment of Income Tax and National Insurance contributions to the government, which is due on the 19th of each month. This could be defined as “PAYE Submission” and as the date approaches, a series of coloured messages get displayed on the home page to warn of the event and/or email warnings sent to nominated recipients and/or workflow events triggered as required.

For ease of use, each event can be defined for a group, such as: Finance, Billings, Accounts, and managed by means of a straightforward monthly calendar view. Events feature a tool-tip displaying the full description as the user moves the cursor over the item. Each group event is displayed in the colour of the group in the calendar control to increase visibility.

Smart-Events are defined as a series of descriptions with coloured flags indicating the urgency (i.e. green leading up to the event, through amber, to red once the date has passed). The number of possible stages depends upon the complexity – for instance a Year End process might consist of many different tasks and stages.

A Smart-Event alert can be cleared by checking the message on the user’s home page. Depending on the setup this will clear either the stage or the whole event. If the auto-complete feature is selected, the message can be cleared after a certain number of days.