in Elite March 1, 2020
The Elite team are pleased to announce the first release of our new Elite Document Management system for Contract Costing.
Designed specifically to integrate with Microsoft Outlook®, Word®, Excel® and PowerPoint® desktop products, Contract Costing Document Management provides seamless integration with all key Contract Costing data, including Jobs, Customers, Suppliers, Subcontractors, Employees, Stock and Assets. This allows documents, spreadsheets, presentations, emails (incoming or outgoing) and email attachments to be stored in preconfigured file system locations and linked to all relevant Contract Costing entities.
Define the document hierarchy you want and fully customise each document type with any bespoke properties you require. When saving a document into Document Management all relevant properties are presented to the user, along with any custom validation logic you want.
After documents have been saved, reloading that document within Microsoft Office will show where it has been saved and what properties were entered
Linking to the pre-configured 'Purchase Invoice' document type will automatically create a pending Purchase Invoice in the Contract Costing Purchase Invoice Register ready for matching and allocation.
Future features include document scanning and mailbox monitoring to detect purchase invoice emails arriving into a mailbox and automatically creating the invoice in the Purchase Invoice Register. Please note that mailbox monitoring requires a Microsoft Office 365 account to work.