Proper Document Management
Having the best DMS alone is not enough to reap the benefits. Documents also need to be filed correctly.
Leverage The Integration of ITISeasy.business And ITISeasy.docs correctly.
Uniform Folder Structure
The folder structure in ITISeasy.docs offers a significant advantage by avoiding each employee creating and populating their own folders.
If you've ever tried to navigate a foreign drive, you're familiar with the problem.
The pre-made templates that dictate the folder structure, for instance, during page creation, provide a consistent foundation for all employees.
Templates
Templates provide a predefined folder structure that is automatically created, for example, on every employee, partner, or project page.
Pages generated from ITISeasy.business adopt the template. When a new employee is created, a Docs page with the employee templates is simultaneously generated.
Automatic Upload
The connection between ITISeasy.business and ITISeasy.docs becomes particularly evident with automatic document uploads.
Whether it's quotes, invoices, or contracts, the automation in uploading ensures that no 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.
