Workflow-Objects
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One platform for different approval and document processes.

The invoice workflow is already in productive use. Leave requests, HR files and folder permissions are also available on the same platform; further use cases such as contract management are being built.

DATEV users & tax advisors

Available

Multi-tenant archiving and booking pre-capture for paper receipts and e-invoices, with a direct DATEV connection. Tax advisors run their clients' data independently — sometimes even invisibly to one another — and each client gets their own area to approve their receipts.

  • Multi-tenant
  • Booking pre-capture
  • Handover to DATEV

Leave requests

Available

Submit and approve leave and absence requests digitally: with leave balance, annual overview, period-based assignment of line managers (including several parallel managers, optionally read-only per tenant), team timeline when approving, public holidays by federal state, and email notifications and reminders. Line managers see sickness only as a neutral absence unless explicitly enabled. Approved absences can be exported as an import file for DATEV LODAS or DATEV Lohn und Gehalt.

  • Digital requests
  • Approval workflow
  • Leave balance
  • DATEV payroll export

HR files

Available

Digital HR files with fine-grained access control and document management: PDF documents can be uploaded and viewed directly on the file. Sensitive documents stay protected, yet are quickly found by authorised staff; master data can be imported and reports exported as Excel files. Access to the menu can optionally be granted per tenant via an AD group.

  • Access control
  • Structured files
  • Audit-proof

Contract management

Planned

Manage contracts centrally, with deadline and termination tracking. Reminders make sure important dates are never missed.

  • Deadline tracking
  • Reminders
  • Central filing

Folder permissions

Available

Manage folder roles and permissions centrally: assignment via quick entry in the tree view, a table of all folder roles with their groups and members, automatic user folders per root folder, creation of the Active Directory groups in the nightly sync — groups no longer needed are removed — and reconciliation of NTFS rights via PowerShell script. Licensable as a separate module.

  • Folder roles
  • AD group sync
  • NTFS reconciliation
  • User folders