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.

Data Capture Guide(pdf)

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.

System

Purchasing

Expenses

Sales

Workforce HR

Online Resources

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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

https://www.youtube.com/watch?v=xQv7ZHhnLgc

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

 

support@synantix.com

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.

 

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