FileDirector Workflow

How many processes do you have in your business ?

For example, accounts payable ...

Your supplier invoices are now being emailed to you and we predict in the near future, there will be very few invoices sent through the post. Each invoices you receive needs to be processed and each company will do this in a different way.

Your current process might be to print the invoice out, put it in a pending tray or put it on the desk of your boss for approval. At some point somebody will either check it against a PO on your accounts system or will key it in new. Sound familiar ? Then there will be a mini process around paying the invoice. Finally, it will get scanned or more than likely placed in a lever arch file and put on the shelf. At some point in time, somebody will suggest you have clear out and ask whether you can bin all these invoices from 2012.

With FileDirector we can approach things a little differently

• * Use our Plugin tool, Santiago to monitor your inbox
• * Once an email arrives with an invoice attached it will read the invoices and check your accounts system for a matching PO 
• * If there isnt a PO, a new entry can be created or if it does exist we will update it with the invoice number and any other key bits of information. 
• * We will then file the invoice in FileDirector and kick start a process-management procedure that either auto files it or send it onto senior management for approval if that's what you require. 

Flexible and friendly

FileDirector Process Management module is a superb feature that allows you to stream-line all of your existing processes.

Your documents can be captured earlier in the process meaning you will never loose an all important piece of paper. Workflows can be designed for single or parallel routing with tailored emails sent to intended recipients asking for their approval or rejection. Documents can then be moved from different areas such as pending approval to approved.

Whatever you need to achieve, FileDirector is a very cost effective way of getting great results quickly.

Its easy to design a process in FileDirector