Automation
You can use some features like assignment rule, auto repeat, milestone tracking and event streaming. While iVendNext takes care of it, it will reduce repetitive manual work for you.
Assignment Rule
An Assignment Rule lets you set up automatic assignment of documents to Users.
To assign the support tickets automatically amongst the employees who work on support, an Assignment Rule can be used.
To access Assignment Rule, go to: Home > Settings > Assignment Rule
A screenshot of the New Assignment Rule Creation Screen is pasted below:
Auto Repeat
Auto Repeat feature helps you create certain documents automatically in a given time period. You can Customize any Form to make the documents repeatable. For Example: Assuming that you follow a deferred expense system for some items. It requires you to create the same Journal Entry every month to credit Deferred Expense account and debit Expense Account. You can create a first Journal Entry manually for it, and then create an auto-repeat transaction for it.
To access Auto Repeat, go to: Home > Settings > Automation > Auto Repeat
A screenshot of the New Auto Repeat Creation Screen is pasted below:
Milestone Tracker
You can automatically track milestones based on the lifecycle of a document if it undergoes multiple stages. The configuration for Milestone setting can be set in Milestone Tracking and each milestone is updated in Milestone
To access Milestone Tracker, go to: Home > Settings > Milestone Tracker
A screenshot of the New Mile Stone Tracker Creation Screen is pasted below:
