iDocuments employee self service suite- Empower your employees to take ownership of workforce related tasks using iDocuments to simplify, automate and standardize business and financial processes.

1. Smarter Workforce
iDocuments provides the power of one integrated self-service
solution that helps employees and managers to work smarter.
Empower your employees to take
ownership of workforce related tasks using
iDocuments to simplify, automate and
standardize business and financial
processes. Give everyone in your
organisation access anytime and anywhere
to the information they need to do their
job effectively and efficiently.
Enhance the value of your existing
investment by seamlessly integrating with
you ERP or accounting system, save time
and increase accuracy by minimizing data
duplication, re-keying and errors.
Benefit from one scalable and accessible
suite of applications that uses a common
interface; reducing administration, training,
maintenance and support overheads.
www.idocuments.net
Secure adherence to best practice and
business compliance using a flexible
workflow engine that allows you to configure
approvals and business rules according to
your organization’s needs.
A wide range of industries are using
iDocuments, including:
 Finance
 Media & Publishing
 Not for profit
 Oil & Gas
 Professional services
 Pharmaceuticals
 Project and Contract based Companies
 Public sector
 Retail
 Sport & Leisure
 Technology
PURCHASING
Streamline and automate purchasing processes.
INVOICE AUTOMATION
Reduce processing time, costs and errors.
EXPENSES
Implement expense policy controls and reduce
expense administration.
TIMESHEETS
Simplify timesheet entry and approval.
PROJECTS/BILLING/SCHEDULING
Project and client based billing and scheduling.
ROSTERING
Manage your workforce from anywhere across
your entire organisation.
EMPLOYEE SELF-SERVICE HR
Employee profile information, leave and
absence management and appraisals.
SALES
Faster and more accurate sales quotation to
invoice cycle.
Copyright © 2017 Synantix Ltd.
02/17

2. A Smarter Workforce solution
Purchasing
Invoice
Automation
Expenses
Timesheet
Projects/Billing
/Scheduling
Rostering
EmployeeSelf-
Service
Sales
System-wide administration facility        
ERP/finance system integration (see details of existing integrations)        
User profiled Dashboard display of tasks and actions        
Configurable Approval Workflows        
Delegate tasks whilst absent on leave etc.        
Business Rules and validation applied to data        
Standard Reports        
Export data from reports to Microsoft Excel        
Document audit trail and history        
Integrated Document Management        
Integration with Microsoft Outlook for alerts and notifications        
Mobile approvals by iPhone   
Purchase Requisitions 
Purchase Orders 
Intercompany Purchase Orders 
Email Purchase Order to Suppliers 
Purchase Orders Import Utility 
Purchase Contracts 
Goods Receipts 
Invoice Automation  
Mail box for receipt of supplier invoices  
Invoice Optical Character Recognition (OCR scanning)  
Supplier Portal  
Expense Entry 
Expense Policy Rules 
Mileage rates and allowances 
Receipt Capture 
Company Credit and Debit Cards 
Travel Requisitions 
Timesheet Entry 
Working patterns  
Import time data from external sources such as clocking systems 
Payroll Interface  
Missing timesheet reports and alerts 
Project Scheduling 
Consolidate Timesheets and Expenses for billing 
Simple to book chart style display 
View by managers, supervisors and staff etc. 
Employee profile information and personal details 
Company Calendar, Directory and Documents 
Contracts of Employment 
Salaries and Benefits 
Leave and Absence Management 
Appraisals 
Medical Conditions 
Skills 
Qualifications 
Sales Quotations 
Sales Orders 
Sales Deliveries 
Sales Invoices 
Copyright © 2017 Synantix Ltd. www.idocuments.net