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 
• TYPE – optional 
• NARRATION – add narration or description
• CLICK HERE TO UPLOAD - click and select from external folder
•  SUBMIT – click to save the upload
• CANCEL - to discontinue upload

FILE NAVIGATION:

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

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DOC HUB TO CASH BANK BOOK [CREATE GC]

HOW TO ADD FROM DOC HUB TO CASH BANK?

•  SCAN QR – click 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 – default to sgd and key in exchange rate
• ACCOUNT CODE – select account code
• AMOUNT – key in 
• GST INCLUSIVE – click
•  TAX APP-click and select gst type
• CREATE GC - click

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

• 

 

 

DOC HUB TO SUPPLIER INVOICE [CREATE PI]

HOW TO ADD FROM DOC HUB TO CASH BANK?

•  SCAN QR – click or 
• PROCESS – click
•  SUPPLIER INVOICE TAB - select 
• SUPPLIER CODE -  select
• CONTACT PERSON - key in
• REF – key in
• CURRENCY – default to SGD
•  DATE – default today 
• ACCOUNT CODE – select account code
• AMOUNT – key in 
• GST INCLUSIVE – click
•  TAX APP-click and select gst type
• CREATE PI - click to save

 

 

DOC HUB TO CUSTOMER INVOICE [CREATE SI]