Internal documents
The Internal documents module centralizes the management of files linked to records across all modules. In any window you can attach documents via drag & drop, keeping the history of contracts, quotes, invoices, certificates or images, stored with metadata (type, date, partner, module) for fast search and filtering.
What you can do
Section titled “What you can do”- Supplier contracts — with validity, clauses, values, deadlines and scanned documents / addenda attached.
- Invoices — archiving purchase and sales invoices together with supporting documents, linked to the accounting entries.
- Registry, internal decisions, travel orders, expense reports — issued and kept, linked to projects, cost centers or people.
- Controlled access — role-based permissions, for confidentiality and security.
e-Invoice, e-Transport and integrations (ANAF)
Section titled “e-Invoice, e-Transport and integrations (ANAF)”- e-Invoice — generating, validating and sending XML invoices per ANAF, directly from invoicing, plus pulling supplier invoices; ANAF confirmations and errors are handled automatically.
- e-Transport — generating dispatch notes, with UIT codes and statuses per regulations.
- Integration with external systems — data exchange via APIs and standard formats (XML, JSON).
Benefits
Section titled “Benefits”- Centralizes documents in the context of the operations they relate to.
- Full compliance with electronic reporting (e-Invoice, e-Transport).
- Fast, organized and secure access through search and access control.
See the video tutorials or contact us for help.