iAssist
Introducing the new iAssist feature, equipped with drag-and-drop capabilities to provide enhanced visibility into the entire document journey within the transaction cycle. With this innovative feature, users can effortlessly monitor document progress, gain valuable insights into their position within the transaction cycle and make well-informed decisions. This advancement promotes transparency and efficiency, empowering users to manage their tasks more effectively and with greater confidence.
Locating iAssist and getting started
Log in to Inventory and Billing and you will noticed a new feature named “iAssist” added to the business transactions list on the left panel – refer image below:
Log in to Inventory and Billing and you will noticed a new feature named “iAssist” added to the business transactions list on the left panel – refer image below:
Accounting, Inventory & Billing
Document Attachment (Master File and Email sending)
Do you struggle to keep track of essential information stored within your system's transactions? Document Attachment is here to help. Our new feature allows you to easily attach and retrieve documents within your transactions. No more wasting time sifting through endless data or manually searching for documents. With Document Attachment, you can collect and organize all your transaction-related documents in one place, making it easy to stay on top of your business. Say goodbye to the hassle of manual document management and try our new Document Attachment today.
Document Attachment (Master File and Email sending)
Do you struggle to keep track of essential information stored within your system's transactions? Document Attachment is here to help. Our new feature allows you to easily attach and retrieve documents within your transactions. No more wasting time sifting through endless data or manually searching for documents. With Document Attachment, you can collect and organize all your transaction-related documents in one place, making it easy to stay on top of your business. Say goodbye to the hassle of manual document management and try our new Document Attachment today.
The document attachment capability is now expanded to Master files such as Customers, Suppliers, and Items. This enhancement enables you to seamlessly attach and retrieve documents within your core data files. Furthermore, Document Attachment is also incorporated into our email feature, streamlining the process of including crucial attachments when sending emails through our solution.
The new Document Attachment tab is added to the maintenance screen and now accessible in the following master types:
Supported file and image types:
Sample of the Customer Maintenance screen with Document Attachment in respective mode:
Add mode:
View and Edit mode:
Email:
If there are attachments in the transaction, same list of files will be listed for you to select and email to your customer. Please note that the maximum file size per email is 20MB.
To further assist you, default Attach to email functions has been added to Attachment in the transaction which allow you to automatically include the selected file when emailing.
Product Policy
Update on Product Terms and Conditions
Product Terms and Conditions have been updated; you can view the content from the following screens. Please ensure that you are connected to the internet before clicking on the menu.
General
View Previous Year DataIn order to enable you to view the attachments within your system, you are required to link the accounting folder for accessing the previous year Inventory & Billing data. The same procedure applies to access previous year accounting data.
Important Note:
Whether it is a single module (Accounting or Inventory & Billing) or both, you must perform the required mapping in the Previous Year Data settings because of the shared master files data.
Example: If you are solely using the Accounting module, without Billing, and running Year-End procedures exclusively in the Accounting module, you should select the main folder associated with your company name, eg: ABC Sdn Bhd.
If you have any questions, please do not hesitate to reply back to below information, I will be able to assist you further.
Vivid Solutions Sdn Bhd
No comments:
Post a Comment