Document Flow and Approval System

Client

Tech Data Poland S.A.

For the IT distribution industry leader, Pragma Software designed and created a comprehensive financial document workflow system. The solution enables efficient registration of incoming documents, processing them into electronic form, amount decreeing from documents with an advanced notification, change approval, and monitoring system, as well as a data exchange module with the SAP system.

Key Features

  • Registration of incoming documents (invoices, bills, advances)
  • Document processing to electronic form with built-in scanner support
  • Amount decreeing from documents
  • Monitoring and email notification system
  • Multi-level change approval system aligned with company structure
  • Operation history tracking
  • Data exchange module with SAP system
  • Built-in reports (e.g., VAT Register)
  • Ad-hoc reports defined by users

Services

Document Flow and Approval System - Tech Data Poland S.A. - Project detail

"Based on our specifications, Pragma Software designed and created a comprehensive financial document workflow system. The created system was implemented at a level that fully satisfies us. Our cooperation experience with Pragma Software has been very positive. Service support is at a high level. Contacts with employees of this company are characterized by flexibility and full professionalism. Therefore, I can gladly recommend Pragma Software services, being convinced of the reliability and high quality of the services offered."

Michał Biernacki
Tech Data Poland S.A.

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