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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
  • and will show 'click here to upload'
·       
  • TYPE – optional to select
  • ·        
  • NARRATION – add narration or description
  • CLICK HERE TO UPLOAD - ·click to select file from external folder
  • SUBMIT – click to save the uploaded file
  • CANCEL - click to discontinue upload. image.pngimage.png


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    DOC HUB IN CASH BANK

    HOWFILE TO ADD FROM DOC HUB TO CASH BANK?NAVIGATION

    •  NEW – list of new uploaded picture
    • PROCESSED – uploaded and completed form
    •  FAIL failed upload
    •  ALLlisting of all new,successfully processedcreated GC, Supplier invoice and failedCustomer uploadreceipt.

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    DOC HUB IN CASH BANK

    HOW TO ADD FROM DOC HUB TO CASH BANK?

    • QR SCAN - scan 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 – select and key in exchange rate
    • ACCOUNT CODE – select account code
    • AMOUNT – key in
    • GST INCLUSIVE optionaltick
    •  TAX APP-optionalto apply the gst
    • SAVECREATE GC - click to save


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


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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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