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DMS in accounting and administration

DMS4

Most businesses are familiar with this: invoices and delivery notes pile up on the desk in administration and have to be scanned, checked and filed. This often manual process takes up a lot of valuable time that could be put to better use elsewhere.

Many managers are confronted with this problem. Not only the wasted working time but also the susceptibility to errors of the manual way of working are a significant point.

The advantages of digitalization are obvious. Scanning documents - possibly in batches and from different sources -, automatic import and assignment of the documents to customers and suppliers, so that these documents can be accessed at all relevant points? Repeat printing? Cost savings in materials and time? That not only sounds fantastic, it is also easy to implement.

DMS

An ERP like winweb-food offers such a program as standard. Document management includes accounting related to, among other things, the areas of purchasing and sales. Here, documents from various sources can be recorded or documents generated in the program can be managed. Both scans created in different ways and incoming invoices by email can be processed in batches.
The import is carried out automatically, incl. the assignment of the documents to different predefined document types. Text recognition makes it possible to review and post the contents. Print repetition can be triggered in all relevant program areas.

It is even possible to define approval processes and have approvals granted in stages by selected people. Thus, e.g. invoices up to an amount x can be transferred by accounting, higher amounts could require approval from the department management or even the executive management.

And incidentally, it is also a secure matter: the data can only be viewed by authorized groups of people and are stored in the DMS on the company's own server.

Administration and accounting can be this easy and fast. But not only that, the DMS can also be used in many ways in quality assurance. More on that shortly.


Winweb Content Team

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