File documents correctly
A DMS alone is not enough to reap the benefits. The documents must also be stored correctly.
Using the connection of ITISeasy.business and ITISeasy.docs correctly
Uniform folder structure
The folder structure in ITISeasy.docs offers the great advantage of avoiding that each employee creates his or her own folder and fills it.
If you have ever tried to find your way around a foreign drive, you know the problem.
The prefabricated templates, which specify the folder structure, e.g. when creating pages, form a uniform basis for all employees.
Templates
Templates specify a folder structure that is automatically created, for example, on each employee/partner/ or project page that is created.
Pages that are generated from ITISeasy.business adopt the template. If a new employee is created, a Docs page with the employee templates is created simultaneously.
Automatic Upload
The connection between ITISeasy.business and ITISeasy.docs is especially visible in the automatic document uploads.
Whether quotations, invoices or contracts; thanks to the automatic upload, no more documents are forgotten or placed in the wrong folder.
Abgleich mit Steuerberater
Hinsichtlich aller relevanten Abschluss-, bzw. Eröffnungsbuchungen und Rückstellungen bzw. Vorträgen, die getätigt werden müssen, arbeiten viele Unternehmen mit einem Steuerberater zusammen, oder buchen selbst in DATEV.
IT IS easy business nimmt Ihnen dabei doppelte Arbeit ab und ermöglicht sowohl den Export von IT IS easy business an DATEV, als auch den Import von Daten aus DATEV nach IT IS easy business. So können beispielsweise Anpassungen durch den Steuerberater, oder Abschlussbuchungen übernommen werden.
