SOFT Workflow and Form System

SOFT Workflow and Form System Application is a platform independent application, that uses forms (Expense, Purchase Request, Purchase Offer, Accounting Recording, Advance and Invoice Approval Form, etc.) and documents and E-Invoice, E-Archive Invoice data and converts it by merging with the approval processes to tracked and controlled corporate information. These forms can be created manually by users within the authority, or they can be saved by integration method by external systems via web services. In addition, since the system is fully integrated with SOFT E-INVOICE, SOFT E-ARCHIVE INVOICE modules, income and expense invoices in these modules can be generated automatically and both invoice approval and payment approval processes can be managed over a single form.

What can be done?

  • Advanced approval system in line with internal rules and hierarchy
  • Create checklists by person, manager, or a group
  • Determining the workflow for the form (making job descriptions such as registration, certification)
  • Creating a platform-independent form and requesting approval
  • Adding files and documents in the form and providing access to authorized users
  • Tracking of the forms for which approval is expected
  • Approval / Rejection or requesting opinion for forms waiting for approval
  • Submission of confirmation notifications and requests to the relevant person by e-mail.
  • Grouping the forms according to amounts of forms, relevant department, basic information in their content, etc. for easy definition of approvers or people who need to be informed
  • Reminding of the forms whose maximum approval period has expired or automatically approved by the system
  • Displaying the relevant form via mail and Approval / Rejection, requesting opinion operations
  • Recording the approval/rejection responses with their explanations and file attachments, if any, in a way that allows authorization-based access.
  • Creating a form with reference to the form whose approval process has been completed (creating a purchase offer form by referring to the purchase request form)
  • Getting form data from external systems like Invoice Approval Form etc. (XML)
  • Fast data entry with expense item and vendor company definition structure
  • Tracking of expense forms on the basis of personnel
  • Integration with SOFTFİNANS Human Resources Application to assign advance payment account number and expense code
  • Creating vouchers for SOFTFINANS General Ledger Application from expense forms
  • Storage of form data in the document management system
  • Querying forms according to their status, approvers or basic information, and downloading forms as single or multiple in PDF format