hh2 Document Flow 1.212.5

hh2 Document Flow 1.212.5

Digital Business Integration – Freeware – iOS
av 303 röster
Senaste versionen
1.212.5
image/svg+xml EXCELLENT User Rating

The only workflow you will need for managing invoices and credit card transactions: hh2 Document Flow.

Take full control of your invoice management, credit card expenses, reimbursements, and purchasing workflow with hh2 Document Flow. This powerful platform provides you with tools to effortlessly capture and code invoices and credit card transactions, streamline reimbursement processes, and offers a range of approval options. Plus, it seamlessly integrates with expert accounting systems, making it a game-changer for your business.

Intuitive Invoice Coding and Approval

  • Accessible on smartphones, tablets, and a fully-featured website, making it highly mobile-friendly.
  • Invoices can be brought in via email, network capture, or directly from your mobile device.
  • Easily assign codes to invoices for job, commitment, commitment item, cost code, category, expense account, AP account, or tax group.
  • Distribute costs across multiple jobs or coding practices effortlessly.

Here's how it works:

hh2 Document Flow offers intuitive methods to seamlessly bring all your invoices into the system without disrupting your day-to-day activities. You can capture PDFs from monitored email accounts for effortless importation. Alternatively, network capture allows for easy submission of documents through a designated folder on your network. For the utmost convenience, the mobile capture feature enables you to scan and deliver invoices directly through native mobile apps to the hh2 Document Flow app.

Once in the system, it's easy to assign approval paths to each invoice. You have the flexibility to base approval paths on jobs or groups, manually submit them, or create custom paths tailored to your specific needs. Once an invoice reaches its final approval stage, it will automatically sync back into your accounting system.

Credit Card & Reimbursement Transaction Coding

  • Employees can capture and code receipts on their smartphones or tablets at the time of purchase.
  • Receipts will automatically associate with credit card invoices upon importation into Document Flow.
  • Easily link receipts to invoices manually using our user-friendly tools, if necessary.
  • Simplify credit card transactions and reimbursements with elegant coding and tracking features in Document Flow.

Here's how it works:

Your employees can effortlessly take photos of their receipts right at the time of purchase and code them to jobs, cost codes, commitments, commitment items, categories, or accounts. They can also add comments if needed.

Next, your on-staff accountant imports the credit card expenses into Document Flow. Each expense creates an invoice that is automatically routed to the respective credit card holder. Invoices are seamlessly connected to their associated receipt based on date and expense matching. If there are any discrepancies, the user can easily associate receipts with invoices through a simple process.

Once all invoices and receipts are correctly linked and coded, the credit card user approves the invoice. By default, it is then routed back to the on-staff accountant for final approval. However, you also have the option to allow users to manually route invoices to other individuals, such as project managers. Once the accountant gives the final approval, the invoice is imported back into the accounting system.

Översikt

hh2 Document Flow är en Freeware programvara i den kategorin Företag utvecklats av Digital Business Integration.

Den senaste versionen av hh2 Document Flow är 1.212.5, släppt på 2024-01-02. Det lades ursprungligen till vår databas på 2023-11-16.

hh2 Document Flow körs på följande operativsystem: iOS.

Användare av hh2 Document Flow gav det betyget 5 av 5 stjärnor.

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