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
AvailableMulti-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
AvailableSubmit and approve leave and absence requests digitally: with leave balance, period-based assignment of line managers and email notifications during approval.
- Digital requests
- Approval workflow
- Leave balance
HR files
AvailableDigital HR files with fine-grained access control. Sensitive documents stay protected, yet are quickly found by authorised staff.
- Access control
- Structured files
- Audit-proof
Contract management
PlannedManage contracts centrally, with deadline and termination tracking. Reminders make sure important dates are never missed.
- Deadline tracking
- Reminders
- Central filing
Folder permissions
AvailableManage folder roles and permissions centrally: assignment via quick entry in the tree view, creation of the Active Directory groups in the nightly sync and reconciliation of NTFS rights via PowerShell script. Licensable as a separate module.
- Folder roles
- AD group sync
- NTFS reconciliation