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 to open and save file
· TYPE – optional to select
· NARRATION – add narration or description
·
CLICKHERE TO UPLOAD -click to select file from external folder- SUBMIT –
clickupon click, will re-direct tosavetheuploadedfileform
CANCEL____________________________________________________________________________________________________________-clickDOC
toHUBdiscontinueINupload.CASH
·
FILEHOW NAVIGATIONTO ADD FROM DOC HUB TO CASH BANK?
- NEW – list of
newlynew uploaded picture - PROCESSED –
listuploadedofandundercompletedgoing processingform - FAIL – failed upload
- ALL –
listallofnew,successfully created GC, Supplier invoiceprocessed andCustomerfailedreceipt.
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DOC HUB IN CASH BANK
HOW TO ADD FROM DOC HUB TO CASH BANK?
QR SCAN -scan orPROCESS -clickCASH BANK BOOK -selectupload- 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 –
tickoptional - TAX APP-
to apply the gstoptional CREATE GC -SAVEclick to 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
