Document management

Document management can be easily activated in the Usage settings. After this, any user of the environment can add attachments to new locations, provided that the user has at least access rights to the view in question.

Document management can be used to archive attachments in the following locations:

• company info (minutes of Annual General Meetings and other documents concerning the company, among others, can be saved in the company’s basic info)
• business partner register (customer, supplier and employee registers)
• the product register
• employee’s information in salary calculation (including saving tax cards and other documents related to the employment relationship for each employee)

In addition to extended archiving possibilities, the feature includes a separate document management view that can be used to search for all documents linked to the environment, similarly to the search function for accounting receipts and invoices. The search brings up documents from views for which the user has a minimum of read access rights. In addition, document management allows documents to be added to new locations within the environment.

Price and implementation

Document management is available for all Procountor Financials environments. The feature can easily be activated and deactivated through the Usage settings.

The pricing of document management is based on the number of documents added, and each document added during a month counts as one voucher. The table contains the monthly number of documents for each version of Procountor Financials, as well as the prices for extra documents.