Terms and Terminology
We've tried to keep things simple and straightforward with Zetadocs Approvals, but we appreciate that people use different terms to represent similar concepts. With that in mind below are a list of the more abstract, difficult to understand or down right techy terminology we couldn't quite do away with.
This covers the wide range of application people use to manage their financial records, often referred to as Enterprise Resource Planning (ERP) systems. E.G. Microsoft Dynamics NAV.
Auto Assignment is a type of Zetadocs rule which lets you determine which user is selected for approval based upon the Purchaser code stored in your accounting software for a particular approval request. This feature means that when you are starting an approval request the approver field will already be populated with the suggested approver. This feature needs to be configured by your administrator in both Zetadocs Approvals as a rule and in your accounting software.
Dashboard The Dashboard acts as your homepage bringing you a summary of the information vital to you much like the dashboard in your car.
Delegating is the act of redirecting an approval request that was assigned to one person to another. Zetadocs Approvals allows users to do this so that approvers who are assigned an approval can direct it to a colleague should they believe the approval should have been assigned to them instead. Likewise the accounts team can delegate approval tasks which have become stuck due to an approver being away or unable to approve tasks.
Zetadocs Approvals supports a range of document types to facilitate the approval of a range of business documents. These have to be specifically setup for a company and the currently selected company and document type are displayed on the title bar at the top of the browser window. By selecting the drop down menu you can view a list of all of the available companies and document types enabling you to switch document types and satisfy a wide range of business requirements.
Supported Document Types: •Posted Purchase Invoice •Purchase Invoice •Purchase Order •Purchase Quote Please note Zetadocs Approvals will only display those document types which have already been configured for your system. To add other document types please see your system administrator.
Role Roles are used to group type of users together based on what they need to do in the approval process. By knowing the role the user is going to play in the system we are also able to display only those elements of Zetadocs Approvals that are appropriate for them.
Reminders take the form of email generated by the system and sent to users who have overdue tasks. Each overdue approval task will generate its own separate email reminder.
Zetadocs Approvals has a Rules system which allows it to automatically pick suitable Approvers based upon the information from your Accounting Software. This information is processed against a selection of Rules configured by your administrator to match your previous business logic. |