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

CLICK HERE TO UPLOAD - click

·        SUBMIT – upon click, will re-direct to the  form

CANCEL - to discontinue upload

 

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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
•