Skip to main content

Doc Hub

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

image.png

_____________________________________________________________________________________________________________________________________________

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

image.png

_______________________________________________________________________________________________________________________________________________

How to upload the picture in DOC HUB?

·        UPLOAD – click to open and save file
·        TYPE – optional to select
·        NARRATION – add narration or description
·        SUBMIT – upon click, will re-direct to the  form

image.png


____________________________________________________________________________________________________________

DOC HUB IN CASH BANK

HOW TO ADD FROM DOC HUB TO CASH BANK?

  •  NEW – list of new uploaded picture
  • PROCESSED – uploaded and completed form
  •  FAIL failed upload
  •  ALL – all new, processed and failed upload
  • SELECT DEFAULT, CUSTOMER, SUPPLIER or EMPLOYER
  • RECIPIENT/PAYEE -  key in
  • BANK – select
  • PAYMENT REF – key in
  • DATE – default today
  •  CURRENCY – select and key in exchange rate
  • ACCOUNT CODE – select account code
  • AMOUNT – key in
  • GST INCLUSIVE – optional
  •  TAX APP-optional
  • SAVE


CASH BOOK ENTRY or GC ENTRY will be auto-created, in DETAIL tab-


Then, ATTACHMENT tab, will list the saved doc-

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