A purchasing Document Workflow module that allows full document registration, automation of authorizations and dekretację to FK systems. Ability to integrate with OCR modules. The necessary, easy-to-implement and maintenance-friendly document workflow for each company
The QuickRegister System is a predefined, ready-to-use application used to manage workflow processes in the organization. On the basis of this application are built additional modules such as:
- Procurement (Purchasing process automation)
- Project management e.g.: construction,
- Records of fixed assets
- Realization and settlement of service work
- Shopping and warehousing
- Technical and economic reporting
- Customer and contract records with financial control
- Realization and settlement of service work performed under contract
- Shopping and warehousing
- Technical staff Management
- Technical and economic reporting
The QuickRegister module is used specifically to scan, register, accept, codification, and postinge incoming cost documents. The solution is fully integrated with the financial-accounting system INFOR SunSystems (both versions 5 and 6), SAP and others. QuickRegister easily integrates with other financial and accounting systems through integrated data exchange integration mechanisms.
The application has Web Access (running from any Web browser), provides a simple and legible way to control the workflows of documents in the organization. This allows you to change the way documents are circulated (e.g. Settlements) in the company, replacing the traditional paper. Fully Kontrolowalny (full login activities, with the possibility of their reporting), electronic. The Zinformatyzowany workflow provides the company with security and control of their flow and improves access and archiving.
The benefits of using the app include:
- Tidying up internal workflows (tasks to be performed by employees are automatically sent via e-mail and/or SMS). Each user also has access through the Web portal to the list of tasks waiting for him, eg. Documents for acceptance, etc.
- Full archiving, Okodowanie, tagging and organizing of documentation by applying different numbering types for each type of document,
- Speed up the document search process
- Automate the process of accepting and posting cost documents (Ready accounting decrees at the end of the acceptance path),
- Registration of user activities – logging of activities (this allows identification of who when they received, accepted a specific document, etc.),
- Complete control of your company's internal document workflow
- Prior registration of documents (documents are not "killed" in drawers) before they are transferred to the merits,
- Perform any number of reprints from scans if necessary,
- The document repository is always available at hand for audit, control and internal business needs,
- Support for document flow related to quality standards e.g. ISO, BHP, or other necessary standards
- Ability to organize and map other important processes in the company.
All data or files used within the application are stored in the SQL tables or in the files on the disk in the application folder. This application organization provides maximum security while still allowing access to data even outside of the application, from the database level.
On the home page of the application, in addition to the standard menu, QuickRegister also offers direct access to specific areas of the system (eg. Document list) with a click on a specific clock KPI. The controls can be defined in any way as expected by users, and you can make access to each of them dependent on the permissions you have.
Static data can be retrieved from any financial and accounting system. It is not possible to modify them from within the application, however after modifying the data in the financial and accounting system they will be available in the online application.
Custom datasets within an application
QuickRegister offers the ability to define its own static data sets that will be used in processes for users.
QuickRegister also allows you to introduces parameters multi-stage acceptance paths. Paths can be based on groups or individual users. They can be freely modified, however, it is not possible to delete the path on which documents are currently processed. If any of the paths are currently being used in the acceptance process and need to be updated or modified, QuickRegister allows you to make changes that will automatically be transferred to documents for which the path has been saved. Selected.
Delegations of Privilege
The System allows you to set any hierarchy of permissions and their delegation (temporary or one-time). Hierarchy is fully administered by authorized persons (you can assign permissions to specific types of documents, activities, analytic categories, etc.)
The application also allows you to categorize the list of services/products for which purchasing documents can be recorded. At the same time, the products/services are credited with a VAT rate and the cost account for which transactions will be automatically posted. Then during the registration of the document a drop-down list appears with the available product/service categories on which we can record lines from incoming source documents. QuickRegister also provides automatic completion of the document line fields on the format when a specific product/service category is selected.
List of documents
This is the basic list showing documents in all statuses. To make navigating an application even simpler, the same layout has been applied to all Formatkach list documents. The list may include, for example, the following columns, which the user can move and hide with a few mouse clicks as needed:
- Counterparty Code
- Counterparty Name
- Document No.
- Net Worth PLN
- Currency Code
- PLN Gross Value
- Date of issue of document
- Document type
- Document Process Status
QuickRegister also enables you to easily (with a single button on the format) export data to Excel.
How do we record documents?
The order of completion of the fields on the format is any and can be parameterized as expected by users. In QuickRegister it is also possible to determine which of the fields must be filled in and whose filling is not necessarily. In addition, we can specify the level of permissions to be completed/modified for individual users (or groups of users).
QuickRegister offers the ability to define any number of user groups. Groups allow users to be divided because of, for example, Scope of competence, individual departments in the company or localities. This makes the processes in your organization even more precise.
User and user group permissions
You can specify separate permissions for each user group as well as for individual users. These may include access to the format, the individual fields on the formats or functions in the system.
QuickRegister automatically creates accounting decrees, is fully integrated with INFOR SunSystems, and is easily integrowalny with any other financial and accounting system. The application offers the possibility to create a draft decree and the possibility of modification before the final import into the financial and accounting program (eg. Infor SunSystems). The Moment of creation, as well as the criteria for generating draft decree (eg. You can set the document type to which you want to perform the accounting process at any stage of the document approval.
Managing users has never been easier. In QuickRegister we have a clear list of users, which we can freely modify as needed. Here we have the opportunity to m.in. Give the user a unique login, as well as assign it to the group and set the language of the application.
QuickRegister also offers a service for sending email notifications to inform users about events in the system affected (eg. Documents to be accepted).
In addition, a log with events and comments is available for each document in the QuickRegister system. The log stores all status changes in both the document lines and the headings, as well as comments made by users.