Invoicing and accounting
A marketing agency based in Prague with 12 employees and a clientele especially in the Food & Beverage business had to deal with different types of documents for each client - invoices, order forms, acceptance protocols and more. They used a specific software for invoices, but the rest of the documents were scattered in employees' email boxes or on Google Drive. Only DocuMan allowed them to link invoices to other relevant documents.
Petr B. (Agency Director): “I was initially skeptical about DocuMan, as we had tried several different solutions to simplify the internal processes associated with accounting documents. However, this software absolutely impressed us with its friendly interface and the simplicity with which it can handle documents. For example, we have set up a “Monthly Invoicing” process, which uses meta data for documents to monitor the expiration of orders and also allows our clients to approve protocols.”
