IMPLEMENTATION
The following documents are designed to guide and assist you through the process of iDocuments implementation.
iDocuments Implementation Method (pdf)
This document describes the method and approach for implementing iDocuments applications by Synantix. It is a proven 5 stage structured approach that is based upon a standard templated approach to make implementation and deployment of iDocuments solutions easy, straightforward and efficient for our customers.
Purchase Order Import Description (pdf)
Purchase Order Import Template (sample) (xls)
NB: this is a reference sample. Final import will be edited to customer-specific requirements.
Template Customer Letter - AP Invoice Automation. (Word)
Educate your suppliers to submit their invoices in a format that is suitable for the invoice automation process.
SAMPLE TEST SCRIPTS
These are sample test scripts that can be used and adapted to customer-specific requirements.
Online Resources
PURCHASING
Purchase Orders
https://www.youtube.com/watch?v=kYibrFF3or8
Goods & Services Receipts
https://www.youtube.com/watch?v=DlKOQrGy2ak
Purchase Invoice Processing
https://www.youtube.com/watch?v=qSP3ZfIOn_o
Creating a PI Scan
https://www.youtube.com/watch?v=bE_jHi_S5XE
EXPENSES
Introduction to Expenses
https://www.youtube.com/watch?v=RCCErfLVIBo
HR, WORKFORCE AND TIMESHEETS
Resource Planning
https://www.youtube.com/watch?v=DL1a3yK8aoo
Project & Outlook Integration
PROJECTS
Resource Planning
https://www.youtube.com/watch?v=DL1a3yK8aoo
Project & Outlook Integration
https://www.youtube.com/watch?v=xQv7ZHhnLgc
SALES
Sales Contracts
https://www.youtube.com/watch?v=vV1a1p3FeCE
SYSTEM ADMIN
Creating Users
https://www.youtube.com/watch?v=9Yi0NMv9MxQ
Creating Workflows
https://www.youtube.com/watch?v=IcCiMF0Qytw
Creating a Proxy User
https://www.youtube.com/watch?v=78syIkDHREs
Creating Groups
https://www.youtube.com/watch?v=RCgrRii26-4
Contact Us
We welcome your comments and suggestions on the quality and usefulness of this documentation.
If you have any suggestions, questions, feedback or require any clarification on matters relating to this document or any aspect of iDocuments products or services then please email
COPYRIGHT
Copyright © Synantix Limited. All rights reserved. No part of the information in this website may be reproduced or transmitted in any form or for any purpose without the express permission of Synantix Limited. We endeavour to ensure that the information in this document is correct and fairly stated, but do not accept liability for any errors or omissions. The information contained herein may be changed without prior notice.
Some software products marketed by Synantix Limited and its distributors contain proprietary software components of other software vendors. iDocuments products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Synantix Limited. All other product and service names mentioned are the trademarks of their respective companies.