EzInvoice is an Invoice tracking system, Finance management and business intelligence tool that transforms data into information, information into decisions, and decisions into action. EzInvoice primarily has several modules namely Home, Master, Invoice, Receivables, Tools, Report, General and EzCosting. All these modules are designed and devised to fulfill user requirements pertaining to these modules, in other words EzInvoice is a customized ERP portal that will communicate user needs and deeds. Based on designation we have classified different logins for different users.
This module is mainly designed to monitor overall invoice progress year wise. On completion of any work order information will be passed on to dispatch for delivery then we go for invoicing to client. Reports on invoice schedule will be available in this module. All figures are protected under password. Only authorized person will be eligible to access information from this module.
Using this module user can add Client details, Sales details, Project details, Group details, Billing unit details and Standards of delivery. Finance Head can assign jobs to operators to create Invoice and view the status of his/her created Invoice details. This module helps the user to make decision from the available information. Further actions can be taken from theses derived decision. All the reports can be exported to excel for further analysis. It provides the general information like Current Invoice details, Over Due Invoice details etc… incase of privileged users it helps to Approve invoice, also helps to change the Invoice Details of any operator created Invoice.
Following are the Access rights that have been devised for Invoice Module of Ezinvoice. As we go down the hierarchy the access rights increases
Ø Operators
Ø Level 1 Invoice Handler
Ø Level 2 Invoice Handler
Ø Finance Head
Ø Finance Manager
Login: You can avail EzInvoice service by connecting to
http://192.168.1.9/ezinvoice/Login.asp
The above link will take us to the login page of EzInvoice; enter user id & corresponding password in order to make a successful login.
Based on access rights we have classified different logins for different users starting from operators to Finance manager. Following are the main menus that are available for operator login
On every successful login in to EzInvoice all users by default will be landed to home page.
Following are the details that are available for all users of EzInvoice.
This module is mainly designed to monitor overall invoice progress year wise. On completion of any work order information will be passed on to dispatch for delivery then we go for invoicing to client. Reports on invoice schedule will be available in this module. All figures are protected under password. Only authorized person will be eligible to access information from this module.
Group Details: An operator can gain access to create/update group by using this menu
Master à Group Details
Client Details: An operator can gain access to add/update client details and client contact details using this menu.
Master à Client Details
This menu has various sub menus they are
Project Details: An operator can gain access to add/update project details and add project alert using this menu.
Master à Project Details
This menu has various sub menus they are
WO/PO Details: An operator can gain access to add/view work order or PO details and view work order or PO using this menu.
Master à File Upload
This menu has various sub menus they are
Billing Unit Details:An operator can gain access to create/update billing unit details by using this menu.
Master à File Upload
Demo Invoice System: An operator can gain access to create Demo Automate Invoice details by using this menu.
Master à Demo Invoice Automation
Newly added functionality
Location System: An operator can gain access to create location details by using this menu.
Master à Location Details
Details: refer the screen shot
To add new location
.
To edit location
.
Create Invoice: An operator can gain access to Create Invoice details using this menu.
Invoice à New Invoice
Create CreditNote: An operator can gain access to Create CreditNote details using this menu.
Invoice à New Invoice
Invoice System: An operator can gain access to create Automate Invoice details by using this menu.
Invoice à Invoice Automation
Update Invoice System: An operator can gain access to Update Automate Invoice details by using this menu.
Invoice à Invoice Update (PO and GLC)
Update Invoice System: An operator can gain access to Update Automate Pearson Invoice details by using this menu.
Invoice à Invoice Update (Pearson PO# and PO date)
Reports: An operator can gain access to View Reports of Invoice details by using this menu.
Reports à This menu has various sub menus they are
Mail to Admin: An operator can gain access to mail to admin by using this menu.
General à Mail to Admin
Change Password: An operator can gain access to change passwors by using this menu.
Reports à Change Password
By selecting this menu you can close the current screen and go back to the login page.
Level 1 Invoice Handler login:
Based on access rights we have classified different logins for different users starting from operators to Finance manager. Following are the main menus that are available for Level 1 Invoice Handler login
On every successful login in to EzInvoice all users by default will be landed to home page.
Following are the details that are available for all users of EzInvoice in addition on this login details of pending invoice is available, approved invoice details, correction required invoice details and cancel invoice details are available.
From beginning total invoice are available in this link.
Operator created invoices is available in this link to approve after approval it will move to next approval level.
From beginning total approved invoice are available in this link.
Correction required invoices are available in this link.
Canceled invoices are available in this link.
This module is mainly designed to monitor overall invoice progress year wise. On completion of any work order information will be passed on to dispatch for delivery then we go for invoicing to client. Reports on invoice schedule will be available in this module. All figures are protected under password. Only authorized person will be eligible to access information from this module.
Group Details: An operator can gain access to create/update group by using this menu
Master à Group Details
Client Details: An operator can gain access to add/update client details and client contact details using this menu.
Master à Client Details
This menu has various sub menus they are
Project Details: An operator can gain access to add/update project details and add project alert using this menu.
Master à Project Details
This menu has various sub menus they are
WO/PO Details: An operator can gain access to add/view work order or PO details and view work order or PO using this menu.
Master à File Upload
This menu has various sub menus they are
Billing Unit Details:An operator can gain access to create/update billing unit details by using this menu.
Master à File Upload
Demo Invoice System: An operator can gain access to create Demo Automate Invoice details by using this menu.
Master à Demo Invoice Automation
Create Invoice: An operator can gain access to Create Invoice details using this menu.
Invoice à New Invoice
Create CreditNote: An operator can gain access to Create CreditNote details using this menu.
Invoice à New Invoice
Invoice System: An operator can gain access to create Automate Invoice details by using this menu.
Invoice à Invoice Automation
Update Invoice System: An operator can gain access to Update Automate Invoice details by using this menu.
Invoice à Invoice Update (PO and GLC)
Update Invoice System: An operator can gain access to Update Automate Pearson Invoice details by using this menu.
Invoice à Invoice Update (Pearson PO# and PO date)
Reports: An operator can gain access to View Reports of Invoice details by using this menu.
Reports à This menu has various sub menus they are
Mail to Admin: An operator can gain access to mail to admin by using this menu.
General à Mail to Admin
Change Password: An operator can gain access to change passwors by using this menu.
Reports à Change Password
By selecting this menu you can close the current screen and go back to the login page.