Doc Hub

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

_____________________________________________________________________________________________________________________________________________

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

_______________________________________________________________________________________________________________________________________________

How to upload the picture in DOC HUB?

• UPLOAD – click 
• TYPE – optional 
• NARRATION – add narration or description
• CLICK HERE TO UPLOAD - click
•  SUBMIT – upon click, will re-direct to the  form
• CANCEL - to discontinue upload

 

FILE NAVIGATION:

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

____________________________________________________________________________________________________________

DOC HUB IN CASH BANK

HOW TO ADD FROM DOC HUB TO CASH BANK?

•  NEWSCAN QR – listclick ofor new uploaded picture
• PROCESSEDPROCESS – uploaded and completed formclick
•  FAILCASH BOOK –- select 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

•