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Client Document Portal features

Our Client Document Portal helps you to manage all your client information on a single domain helping you make
your practice cutting edge.

Features

The portal is designed to represent you – your name /company name, your ethos, and your culture.

 

You may upload all Your records and allow easy access to us and your staff.

The portal has the facility of sending auto-generated emails to us, which you may use for obtaining.

Approval - no more printing and couriering.

Document Portal is offered at an extremely cost effective rate.

You may anytime access their records – no need to approach your staff.

You may in turn approve online hassles of approving vanish, if they choose to do so.

   

Time Tracking and Revenue Assurance

The conveniences provided by this software are

Accessibility from anywhere.

Time slots can be logged by activity and by client.

Budget allocations can be included and actual expenditure updated
against each activity and client.

You may compare your invoices against actual logged in.

You may review reports, analyzing performance of your staff or pinpoint activities which could be simplified.

You may conduct an ABC analysis of yele and decide on areas of growth.

 

 

 

Document Management System and Workflow

Our Document Management System and Workflow is a platform for creating, capturing, managing, delivering and archiving documents and contents.

It integrates seamlessly with other enterprise applications such as SAGE, Xero, Quick Books, Free Agent.

It handles Scanned Document Images, Electronic Documents, Emails and Electronic Data Output from other applications with equal efficiency and ease. It seamlessly collaborates, communicates and shares knowledge across and beyond the Enterprise with capabilities to efficiently handle enterprise-wide content and ease of integration with legacy systems.

Web Access

Amoeba Docs works remotely. It can be accessed from anywhere in the world via the web interface. Multiple browsers are supported and all functionality is available including system administration and library administration

Scanning and Imaging

Amoeba Docs supports several scanner types to allow organisations to “Go paperless”. Basic and advanced 3rd party scanning software is supported for both simple and complex document scanning operation.

Records Management

Amoeba Docs manages both short and long term working and archived documents. Advanced Record retention and disposition policies for both electronic and paper based records are standard. Document, data and usage history is fully captured to stay in compliance.

Search

Find what you need using Full-text and Metadata Based search. Amoeba Docs allows users to save simple or advanced search queries as Saved Searches.

Electronic Forms (e-Forms)

E-forms can be created.

Integration

Amoeba Docs is integrated with MS Office

Self-Service Tool

Corient has developed a menu of self-service tools that enable our customers to manage
their processes and customer relationship.

Following Self service tools that will help you manage processes more efficiently

Employee Portal - My Pay

Employees can view the following after login into My Pay:
- Payslip View
- View P32
- View Earnings Summary
- Any Business Updates
You can eliminate physical printing of payslips, distribution across employees and reduce several employee queries. Information available on the go

Vendor Portal - Amoeba

Following areg features of our vendor portal- Amoeba:
- Vendors can upload the invoices - Vendors can know the status of their invoices - They can send their queries - You can eliminate several vendor queries, receipt of document, etc. thus helping you to focus on your business