DOCINSITE FOR DYNAMICS GP
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All Transactions. All Attachments. One Place.
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DocInsite allows a WorkPlace or Dynamics GP user to retrieve the entire history
of a transaction in a single place. Each requisition line and expense sheet,
plus related attachments are tracked throughout the procure-to-pay cycle, including
every resulting journal entry.
DocInsite is directly integrated into WorkPlace and Dynamics GP in key areas enabling
seamless visibility. When DocInsite is opened from an entry or inquiry screen in
WorkPlace and Dynamics GP, every attachment and related transaction from requisition
or expense sheet to journal entry is accessible.
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Not only is the whole story behind any journal entry, payable, purchase order, requisition
or expense sheet available, but new attachments can be added in either WorkPlace
or Dynamics GP and are visible in both instantly.
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Since DocInsite is available through WorkPlace and Dynamics GP, benefits can be
realized by everyone throughout the life cycle of a transaction. The dual
benefits of related transactions and attachments provides equal benefits for both
paper-based and paperless environments.
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Related Transactions: |
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DocInsite is able to provide the entire story of an
activity by connecting related transactions that occur
both before and after the current transaction.
Details are viewed by opening a DocInsite screen in
either WorkPlace or Dynamics GP. The DocInsite
engine will identify the current transaction and
instantly retrieve all related transactions. |
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| Dynamics GP Payables Inquiry |
WorkPlace Requisition |
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Attachments: |
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As transactions move through the business cycle, new
attachments can be added at each step of the process.
In addition to viewing attachments for the current step,
DocInsite provides the next level of visibility with
security enabled access to all attachments from related
transactions. |
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| Dynamics GP Journal Entry |
WorkPlace Receiving/Matching |
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Accounting: |
Accounts Payable: |
- Research journal entries easily and
effectively in one place instead of tracing
back manually.
- Investigate balance discrepancies.
- View attachment backup instantly.
- Add additional attachments if additional
backup required.
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- Review the source documents of any
payable transaction generated from WorkPlace.
- View resulting journal entries created
from a payables transaction.
- Attach additional backup as necessary.
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Receiving: |
Purchasing: |
- Attach key control documents and
minimize after-the-fact questions from
outside Departments.
- Audit entire procurement process.
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- View all source documents associated
with a single purchase order.
- Trace purchase orders back to source
requisition lines.
- Attach additional backup for procurement
cycle.
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Requiand Expense
Sheet Users: |
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- View current status of a transaction.
- Provide critical system control numbers
to other Departments when making inquiries.
- Review attachments added later in the
financial process.
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