DocuWare's latest version, DocuWare 7.9 will be available in October and offers significant improvements for managing the purchasing process.
Not only has the reconciliation of table data from different sources been optimised, but the extended cross-check of invoice items, alongside new functions for forms and XML invoices, offer plenty of advantages for both our current customers and future prospects.
DocuWare 7.9 highlights include tables in forms, enhanced imports and advanced matching of table data which we summarise below.
Tables can now be inserted into DocuWare digital forms which supports structured data collection in a purchasing process. For example, it clearly lists items a colleague has requested. This goes on to help automated document workflows, speeding up tasks whilst reducing errors.
Tables can be inserted like any other field by dragging and dropping them from the form designer tool bar. Single line text, numeric, date, and drop-down are supported as column formats.
Users can now import XML invoice data into index tables. Line items are automatically transferred to the displayed index table of a document.
An item from an invoice can easily be connected to a row of an index table, and then all other items on the invoice will automatically be entered into the table.
This version update means all line item data from invoices are automatically captured, removing manual data entry and reducing errors.
Tables can now be matched from different table sources. This enhanced comparison of table data, alongside other new options for data manipulation, makes invoice verification even faster and more robust against scanning errors.
For verification of invoice items, up to 20 documents (such as purchase orders) can be used for reconciliation.
The DocuWare Platform as a web service option makes it possible, for example, to stamp invoices as "paid" after they have been processed in an accounting system. This speeds up processes and and improves the accuracy of data.
DocuWare 7.9 provides the ability to get a link for task lists and export the task list as a CSV file. This may be useful when a manager wants to know how many tasks each member of the team is working on.
API calls can now be made within a workflow, as well as:
In addition to the above, further features of DocuWare now mean users of an on-premise system can change their own network ID in the Web Client. Single sign-on can continue to be used after changing the user or domain name.
For more information on these new features or to see a demo, contact our team below.
Processing documents will vary greatly from one organisation to another. How efficiently this happens will be the deciding factor between wasting time and money or staying ahead of the competition.
DocTech provide an array of document management products to their clients which are made up of in house developed solutions and 3rd party software including DocuWare. These solutions were created with a shared goal - to ...