What is meant by Document entry mask?
A "Document Entry Mask" refers to a user interface in accounting or financial software that allows users to manually capture, input, and edit documents and receipts. These documents can represent various types of business transactions, such as invoices, receipts, credit notes, or payment slips.
Typical Functions of Document Entry Mask Software:
- User-Friendly Input Fields: Provision of clearly structured and easy-to-use input fields for manual entry of document information like date, document number, amount, description, and accounts.
- Automatic Validation: Checking the entered data for completeness and accuracy to minimize errors during entry.
- Templates and Sample Documents: Use of templates or sample documents for faster entry of recurring document types.
- Advanced Search and Filter Functions: Ability to search for and filter specific documents to ensure efficient management and tracking.
- Integration with Other Modules: Connection to other financial software modules, such as the general ledger, accounts payable, and accounts receivable, to ensure a consistent data base.
- User and Role Management: Management of access rights and roles to ensure that only authorized users can capture and edit documents.
- Scanning Function and OCR Support: Capability to scan documents and use Optical Character Recognition (OCR) to automatically read and capture the relevant information.
- Storage and Printing Options: Functions to save the captured documents in the database and print the documents for physical records.