Workflow Document Exporter

Payables Workflow has been providing control of your payment cycle by ensuring all supplier invocies are approved by managers before they are posted to Accounts Payable.

As a payment authoriser you know all the invoices are approved for payment, but you want just one last look before the payment is sent.
Maybe the second authoriser is outside the finance team and wants to know what they are approving. 

Need one last look at supplier invoices before payment?

WD Exporter

The latest update to Workflow Documents (the module that stores the documents for Payables Workflow) brings the ability to export documents in bulk into a single location. The documents can then also be reviewed by someone without access to Sage 300.

How does is work?

Accsys Consulting can provide an add on screen in Sage 300 that exports all documents for a payment batch or exports all documents for a supplier within a data range.

Save time and effort by browsing the files in the folders and previewing or opening them without having to drill down through transactions.

Functionality

Users can select the folder where documents are exported and if they want a folder for each invoice or all invoices in one folder.

  • Folders are named with the Vendor Code and Document Number the exported files have the original name when attached to the Invoice for approval.
  • If all files are in a single folder the original file names are prefixed the Vendor Code and Document Number.

The exported documents will be ordered in the same order as the invoices appear for payment when using generate payments.

How do you get it

If you are on Sage 300 2019 or higher with Workflow Documents Product Update 1 Revision 1 or higher, we can install the new screen. Contact us to ask for pricing.

If you are on an eairler version of Sage 300 with Workflow Documents we can upgrade your Sage 300 to the latest verison and add the screen at the same time.

Contact Us

Either call us on 02 6282 3300 or send the form below and we will contact you.

    Purchasing Workflow Tolerances

    Purchasing Workflow has been providing control of your procurement cycle by ensuring all purchase orders are approved and that receipts and invoices don’t exceed the approved amount.

    How often have you do you have to do a work around when the invoice is a few dollars over?

    Do you want flexibility without losing control?

    Tolerance Percentages

    The latest update to Purchasing Workflow brings the ability to define a percentage tolerance for receipting. 

    • Unit Cost and Quantity tolerance percentages
    • Total Cost tolerance percentage
    • Available in Purchasing Workflow 2019 (v6.5 PU1 Rev 5)

    How does is work?

    If you configure your total cost tolerance to 5%, and a purchase order was $1,000 then the receipt would allow the cost to total up to $1,050.

    Savings with control

    How much staff time would this feature save you?
    Increased control by preventing workarounds and reducing time managing small variances.

    How do you get it

    If you are on Sage 300 2019 or higher with Purchasing workflow, we can install the latest prouct update for you and configure the tolerances to your requirements.

    If you are on an eairler version of Sage 300 with Purchasing workflow we can upgrade you to the latest verison of Sage 300 and set this up for you.

    Either call us on 02 6282 3300 or send the form below and we will contact you.

      Accsys Consulting is here to help

      In these uncertain times, Accsys Consulting wants to assure our clients that we continue to be available to support you and your organisation.

      Our thoughts are with those affected by the COVID-19 virus and we wish them a full and speedy recovery.

      As I am sure you are, Accsys Consulting is monitoring the situation closely. We are abiding by government restrictions and following the guidance of other authorities.

      In complying with the latest advice, we have put in place procedures to minimise the risk of infection, including not conducting site visits to clients. Accsys Consulting has already transitioned to working from home procedures and we will continue to provide ongoing support as usual.

      For the many clients outside the Canberra region this will be business as usual, for those in the Canberra region, this will not impact our ability to support you during these times.

      No one at Accsys Consulting has been diagnosed with COVID-19 and should this occur we will take the necessary and appropriate actions.

      If you need support or you need assistance getting remote access to your Sage 300/Sage CRM environment please call us on 02 6282 3300 or contact us using the form below.

      Our commitment to you, is that you can expect to receive the high level of professional and personal support that Accsys Consulting has been providing for the past 28 years.

        Details will only be used to provide support. You will not be added to a marketing database.

        Systems Consultant

        Your new job

        Our team of consultants helps clients solve their issues, create value, support capability and growth, and improve their performance. You will use your problem solving and communication skills to assist in identifying, clarifying and confirming a problem before helping create and implement a solution relevant to the client’s needs.

        Why should you be interested?

        Your position will see you engage with clients, focusing on their core business needs and delivering business benefits that exceed expectations. Above all, you will have the chance to build lasting relationships and see your clients flourish through the advice and support you are able to provide.

        What is in it for you?

        • A dynamic team environment working with inspiring colleagues
        • Personal growth and development opportunities
        • Competitive salary
        • Occasional interstate travel
        • Free parking at our central Canberra office in Deakin

        If you would like more information download the detailed position description below and submit a cover letter with your resume using the form below.

          Your Name (required)

          Your Email (required)

          Your Introduction

          Your Cover Letter

          Your Resume (required)