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Document Management

Document Management Solution

Konducta and Kollecta are powerful and flexible tools for managing your business processes and can help with:

  • Approval for purchase invoice payment
  • Approval of general purchase requisition
  • Purchase to Pay (combines the above)
  • Customer Service - retail
  • Customer Service - public sector
  • Stopped cheques
  • Fixed asset requisition
  • Approvals for new suppliers
  • Kontrolla delivers these benefits to Finance, to the originator, to operational management - in other words to the business as a whole. The Kontrolla suite includes:

    Kollecta

    Kollecta is a document management system that is designed to integrate with host systems such as accounting, procurement, CRM or HR. Examples of systems it has been integrated with include:

  • SunSystems
  • IPOS
  • VISION
  • Kollecta is a targeted solution giving users of accounting, procurement, HR, CRM and other important administrative systems the ability to display linked documents. Typical examples include:

  • Viewing purchase invoices from accounting
  • Viewing employee records from HR
  • Viewing Customer correspondence from CRM
  • The primary features and benefits of Kollecta are as follows:

    Web view client: Allows viewing anywhere in the organisation of a scanned document that is linked to the host (accounting, procurement, other) system

    Automatic Background Linking: Allows linking to take place after data has been entered into the host (accounting, procurement, other) system. In addition, pre-defined fields may be read from the host system and used to populate a searchable database

    Web Searching: Allows independent searching of the Kontrolla Kollecta database and viewing of individual documents

    Attachments: Notes or additional documents may be attached to a document at any time

    Areas in which it has been successfully deployed include:

  • Customer Services
  • Invoice approval
  • Purchase Requisition - raise and approve
  • Vendor approval and creation
  • Konducta

    The primary features and benefits of Konducta are as follows:

    Windows or Web client: Konducta is available as either a Windows client or a web client for easy deployment.

    Ease of Integration: The ability to code each form in the workflow means that the form can do exactly what you, the customer, want.

    Examples:

  • Opening a MS-Office document and populating from workflow
  • Reading current suppliers from accounting system
  • Reading coding rules from an accounting system
  • Uploading an approved Purchase Order to an accounting system
  • Notifying users via the corporate e-mail system that they have work outstanding
  • The ability to code each form in the workflow means that the form can do exactly what you need
  • Integrated Workflow Designer: Workflows can be developed and deployed rapidly. Changes are easy to make as the real process evolves. The appearance can be adapted to corporate standards (e.g. Panel and Text Colour).

  • Workflows can be developed and deployed rapidly.
  • Changes are easy to make as the real process evolves.
  • The appearance can be adapted to corporate standards (e.g. Panel and Text Colour)
  • Integrated Document Management: A task in the process may have a primary document (e.g. a scanned purchase invoice), which is then available electronically via the workflow, wherever and whenever the customer wants them.

    Integrated Viewer: Scanned documents can be viewed with an integrated viewer. The viewer has a full-screen option for maximum ease of viewing.

    Authorisation Module: The authorisation module delivers a simple, standard, intuitive interface to allow authorisers to approve or reject. This can be used in many scenarios for example: approving an invoice for payment, approving purchase requisition or even approving a travel request.

    Audit trail: For each workflow task Konducta records who took which action and when - this delivers visibility and control of the process.

    Users and Roles: The definition of users and roles can be applied to allow or restrict specific users to see specific tasks and only take specific actions. For example this could prevent the Purchase Ledger from approving or rejecting an invoice.

    Attachments: At any time a note or a file may be attached to a task. This allows a virtual "folder" to be created for each task.

    For more information, please contact us.

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