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Doc Hub

DOCHUB in Uniq365 will help user to save doc and attach in the transaction form.

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How to save the picture in DOC HUB?

Pre-requisites:

Take a picture of the document to save,  as in attached sample.
ü  Document must be in jpeg, png or pdf
ü  Limited to 25MB

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How to upload the picture in DOC HUB?

  • UPLOAD – click 
  • TYPE – optional 
  • NARRATION – add narration or description
  • CLICK HERE TO UPLOAD - click and select from external folder
  •  SUBMIT – click to save the upload
  • CANCEL - to discontinue upload

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FILE NAVIGATION:

  • NEW – list of newly uploaded file
  • PROCESSED – list of on-process upload
  •  FAIL –  failed upload
  •  ALL – list of successfully uploaded and created cash book, supplier invoice and customer receipt

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DOC HUB TO CASH BANK BOOK [CREATE GC]

HOW TO ADD FROM DOC HUB TO CASH BANK?

  •  OCR SCAN – click or 
  • PROCESS – click
  •  CASH BANK BOOK - select 
  • SELECT DEFAULT, CUSTOMER, SUPPLIER or EMPLOYER
  • RECIPIENT/PAYEE -  key in
  • BANK – select
  • PAYMENT REF – key in
  • DATE – default today
  •  CURRENCY – default to sgd and key in exchange rate
  • ACCOUNT CODE – select account code
  • AMOUNT – key in 
  • GST INCLUSIVE – click
  •  TAX APP-click and select gst type
  • CREATE GC - click

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CASH BOOK ENTRY or GC ENTRY will be auto-created, in HEADER and DETAIL tab will reflect according to the doc hub as entered:

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Then, ATTACHMENT tab, will list the saved doc-

  •       DATE AND TIME– date and time of upload
  •         FILE – filename of document
  •         BY – user login

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DOC HUB TO SUPPLIER INVOICE [CREATE PI]

HOW TO ADD FROM DOC HUB TO PAYABLE INVOICE OR PI?

  •  OCR SCAN – click or 
  • PROCESS – click
  •  SUPPLIER INVOICE TAB - select 
  • SUPPLIER CODE -  select
  • CONTACT PERSON - key in
  • REF – key in
  • CURRENCY – default to SGD
  •  DATE – default today 
  • ACCOUNT CODE – select account code
  • AMOUNT – key in 
  • GST INCLUSIVE – click
  •  TAX APP-click and select gst type
  • CREATE PI - click to save

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PI ENTRY will be auto-created, in HEADER and DETAIL tab will reflect according to the doc hub as entered:

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Then, ATTACHMENT tab, will list the saved doc-

  •       DATE AND TIME– date and time of upload
  •         FILE – filename of document
  •         BY – user login

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DOC HUB TO CUSTOMER RECEIPT [CREATE RR]

HOW TO ADD FROM DOC HUB TO CUSTOMER RECEIPT OR RR?

  •  OCR SCAN – click or 
  • PROCESS – click
  • CUSTOMER RECEIPT TAB - select 
  • CUSTOMER CODE -  select
  • SALESPERSON - select
  • BANK – select
  • CURRENCY  and EX RATE– default to SGD and 1.0
  •  DATE – default today 
  • ACCOUNT CODE – select account code
  • AMOUNT – key in 
  • GST INCLUSIVE – click
  •  GST APPLICABLE-click and select gst type
  • CREATE RR - click to save

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RR ENTRY will be auto-created, in HEADER and DETAIL tab will reflect according to the doc hub as entered:

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Then, ATTACHMENT tab, will list the saved doc-

  •       DATE AND TIME– date and time of upload
  •         FILE – filename of document
  •         BY – user login

 

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