Document overviews refer to the compilation and display of information related to business documents within a software system. This function enables businesses to maintain an overview of all relevant documents such as invoices, delivery notes, purchase orders, and other documents, and efficiently manage them.
Filter and Search Functions: Ability to filter and search documents based on various criteria such as date, type of document, customer/supplier, etc.
Display and View: Clear presentation of documents in the form of lists, tables, or graphical dashboards.
Sorting and Grouping: Functions for sorting and grouping documents according to specific parameters to facilitate quick analysis.
Printing and Export Options: Options for printing and exporting documents in various formats such as PDF, Excel, etc.
Notifications and Reminders: Automatic notifications about new documents, deadlines, or other relevant events.
Document Linking: Ability to link documents together, e.g., linking an invoice with a delivery note or a purchase order.
Historical Records: Retention of historical document data for audits and legal purposes.
Security and Access Rights: Ensuring security and access rights for different users to maintain confidentiality and integrity of document data.