Autoline - System Management

Document Archiving

Automatic document archiving of designated document types

Integrated retrieval in all relevant modules

Manual retrieval from the document archive module

Four key indexing, allowing access and search by invoice number, account number, job number, vehicle stock no., short name etc.

Incoming document scanning, indexing and attachment to associated transaction

Screen display of document, with optional re-print or output to fax, with selected front sheet

Variable retention period by document type

Re-prints clearly identified as copy documents, with optional additional legend.

Permissions and Security

Standard login/password control

Access to specific modules

Access within module to nominated companies or branches

User priority level, between 1 and 8, at a module, branch, or company level

Each program on every menu is also allocated an equivalent priority level

Each data field in each file can also be allocated three priority levels used to control display, report it via Ad-hoc or Report Generator, or amendment access

Additional security permissions on Payroll, Vehicle Administration and CRM

Timed operations Agent

Facility to run tasks and reports at pre-determined times during or end of day.

Batched run of reports - automated with time-scales - programmed sequence of standardised tasks

Automatic security back-up of data to removable media

Facility to link several chained operations together

Concurrent processes

File consolidation where necessary

Printing or archiving of daybooks

Production of user specified batch processed reports to spooler, E-mail or archive

Timed Operations reports remain fully available until next timed operation, without archiving

Verification of system integrity, including the reconciliation of the balance sheet accounting modules, for example receivables, payables, vehicles and parts inventory

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