iDocuments – Purchase-to-Pay and Workflow approvals

iDocuments is a suite of web-based approval modules designed to improve efficiency, save time and cut costs in three key areas: timesheet management, expense management and purchasing, along with the associated approvals process. iDocuments modules are available as both hosted and on-premise options.

Using a web browser, your team can efficiently carry out these requisitions and approval decisions, when working on-site, at home or out on the road. Data accuracy increases as time and expenses are recorded as they are incurred, rather than mobile and remote employees having to catch up with paperwork when back in the office.

Automate the flow of time-consuming processes

Approvals are streamlined as iDocuments automatically routes approvals to the appropriate authoriser, according to a consistent rules-based workflow. Managers and administrators can view and approve expenses online from any location, improving control and visibility. You can set multiple and tiered levels of authorisations by role, department, user or value.

All three modules offer integrated scanning and archiving of supporting documentation such as invoices and receipts, flexible reports, a management dashboard and the ability to set alerts, and scan invoices/receipts during the approval process. They integrate seamlessly with your Exchequer solution, meaning that data only ever needs to be entered once.

iDocuments PURCHASING – purchase approval and management

• Handles the whole purchase-to-pay process from supplier contract draw down and draft purchase order, to purchase order, to goods received through to supplier invoice and payment
• Authorised employees are able to enter draft purchase orders and track their progress in the purchasing cycle
• Ability to drill down to a transaction to gain an accurate and immediate picture of where the transaction stands.

iDocuments EXPENSES – expense approval and management

• Employees can enter expenses online from any location
• Improves control with features such as the Online Card Manager, which enables card holders to record their personal and business related mileage separately.
• Budget holders are provided with detailed spend analysis.

iDocuments TIME – timesheet entry, approval and management

• Online timesheets – employees can enter timesheets remotely, wherever they are working.
• Approved timesheets can generate timesheet entries against projects or jobs, or direct service invoices to clients.
• Supports your employees in accurately capturing time, so that every billable minute is recorded.
• Provides a foundation for costing, inter-company cross-charging, project costing, billing, planning and analysis, and processing.