Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Create document processing status at dashboard-level (IRIS Snap Portal)

Scenario:

When an accountant sends pdf documents (Say a pdf doc had 100 pages) for digitization, team processes them in batches. Pages requiring clarification are kept separately (unprocessed) for discussion with the accountant.

As-Is:

Currently accountant assumes that ALL pages of the pdf doc have been processed, when team uploads few digitized entries. When further batches are uploaded, realizes that not all were uploaded and few pages were still in processing.

To-Be:

To avoid above ambiguity, accountant can review the number of pages/documents completed and pending at dashboard-level

 

  • Attach files
      Drop here to upload