| DocInsite |
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| Overview: |
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.
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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| Requisition and 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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