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- Upload scanned document images
- Send to users for comment
- Send to users for approval/sign off
- Send to users or accountant for capture
- Print document image with document events and transaction details for filing
- Click and review underlying document from transaction reports
- No paper trail needed
- Digital copy of the document available to everyone that needs to work with it
- All image types accepted
- PDF files accepted
- JPG, GIF and PNG files allow for embedded browsing
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Document management gives you freedom from the limitiations of sending paper documents through
your organisation for comments and approvals.
With SMARTEDGE Document Management, you simply upload scanned images of your
documents. These digital copies can then be sent to users that need to work with the document, prior
to the document being captured in the company's financial books.
Digitalising Your Business Operations
When you use document images, a document flow is established for each document. The document
flow consists of different events the document goes through.
Prior to capturing a document into your financial books, the document can be worked on by different
users. These events are tracked by sending the documents to a user for a specific event.
It is optional as to how detailed this document flow should be for any given document. Some
documents may go through many steps, prior to it being captured as a transaction, while other
documents may go directly from upload to capture.
The Best Way To Work With Your Accountant
SMARTEDGE Document Management allows for the most productive way to work with your
accountant. Simply use digital document images and send them to your accountant for capturing.
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A unified team works
better together |
Efficient business
networks improve
productivity |
Take full advantage of SMARTEDGE's online platform and work closely with your advisors.
Successful businesses use their business network to the fullest extent. SMARTEDGE is the only
solution where you share business data online with your accountant, mentors and other stakeholders.
Work Simultaneously
SMARTEDGE Advisor Network enables your accountant to work on your books at his or her
convenience from anywhere at any time.
Always Up-to-date
Advisors who are up-to-date help you to make better decisions more quickly.
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Your business will be
perceived as solid,
reliable and customer focused,
which will
reassure new and
existing customers. |
All business growth begins with customer satisfaction. Grow your business by allowing your
customers online access to their account statement, orders and invoices. The Customer Zone is a
SMARTEDGE concept that dramatically improves customer perception of your business, while
saving you time and money on routine customer requests for information.
Account Statement
Your customers can view their current account statement online, saving everyone time and money.
Sales Orders and Invoices
Your customers can view the status of their current orders and expected delivery time. They can also
list past invoices, and print copies of particular invoices.
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