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Catalog of predefined eWorkflows

eWorkflows are divided into several groups:

  1. eDocumentation – A group of eWorkflows that control the import and export of documents from and into eDocumentation. This includes processing and properly classifying documents and adding metadata to them.
  2. Tasks – A group of eWorkflows that control Tasks: notifications of open tasks, task execution and other task-related activities.
  3. ePosting – A group of eWorkflows that control ePosting. For example, when a PDF file containing multiple invoices is received, eWorkflows split it into individual invoices and import it into eDocumentation. An eWorkflow can be used to send a received PDF document to OCR for scanning or receive an eInvoice JSON format.
  4. SMS and email notifications – A group of eWorkflows that control SMS and e-mail notifications from PANTHEON. These eWorkflows are used to send SMS and email messages to customers for whom you have collected consents for such notifications.
  5. eBanking – A group of eWorkflows that control the import of bank statements from a banking system (e.g. Halcom) and their posting.
  6. Goods – A group of eWorkflows for the Goods module that control processes related to Goods and VAT. For example, they are used to perform recommended document checks before VAT is charged, to notify customers in the event of a recall and in other similar cases.
  7. Financials – A group of eWorkflows for the Financials module that control accounting-related processes. For example, they are used to guide the user step by step when preparing the year-end report, to prepare depreciation calculations, the annual report for AJPES, to enter and post accruals and perform other accounting activities.
  8. PAW – A group of eWorkflows that control processes in PANTHEON Web (PAW). This includes eWorkflows for adding absence requests, work obligations and other similar requests.

eDocumentation

Scan and import documents

Scans, categorizes and imports documents to eDocumentation.

Create PANTHEON document from scanned document

Creates a PANTHEON receiving document from an imported document (PDF, JPG, etc.) in eDocumentation.

Receive an e-document from bizBox

Transfers documents (e-invoices, e-packing slips, …) from a single platform for electronic document exchange (bizBox) to eDocumentation.

Send an e-document to bizBox

Transfers documents (e-invoices, e-packing slips, …) from eDocumentation to a single platform for electronic document exchange (bizBox).

Import eSLOG invoice

Creates a PANTHEON receiving document from an eSLOG invoice.

Import from folders

Imports documents from a local folder through the Inbox to eDocumentation and categorizes them.

Print documents

Enables mass printing of documents from eDocumentation.

Import email to eDocumentation

Ensures that email content and attachments are imported to eDocumentation through the Inbox and are then appropriately categorized.

 

Tasks

Confirm invoice (simple)

Enables an invoice to be checked and confirmed by a person responsible set in the document confirmation process.

Confirm document

Enables that a document is checked, confirmed, rejected, or redirected by a person responsible set in the document confirmation process.

Notify of open tasks

Collects all open tasks for a user and sends the user an email with the list of open tasks and a reminder for their execution.

Perform task

Enables sending a message to another user.

Sign documents with a digital certificate

Signs all gathered and ready for sending documents with a digital certificate.

Sign current document with a digital certificate

Signs the selected document with a digital certificate.

ePosting

Split PDF for ePosting

Splits one file with several invoices into separate invoices and imports them to Documentation.

OCR for ePosting

Sends a PDF document to OCR parsing and receives an e-invoice in JSON format.

Import received e-invoice to ePosting

Imports received e-invoices.

ePosting machine learning

Enables machine learning for the purpose of OCR document reading.

Goods

Notify about product recall

Enables sending notifications to customers in case of a product recall.

Check document before VAT calculation

Executes recommended document checks before calculating VAT.

Financials

Enter and post an invoice with accruals/deferrals

After entering an invoice, opens a form for creating accruals/deferrals.

Steps for performing year-end

Guides the user to correctly perform year-end by steps.

IN PREPARATION

Calculate and post depreciation

Performs the calculation and posting of depreciation.

IN PREPARATION

Annual report for AJPES

Guides the user to correctly prepare the annual report for AJPES by steps.

IN PREPARATION

 

eBanking

 

Import individual bank statements

Imports individual bank statements from the Halcom system.

Import consolidated bank statements

Imports consolidated bank statements from the Halcom system.

Post bank statements

Posts imported bank statements.

SMS and email notification

 

SMS and email notification

Enables notifying subjects by SMS or email.

Send SMS notification (VET)

Enables sending general text messages (SMS) according to the list of customers based on selected criteria (e.g. for commercial campaigns in the vet pratice).

Send SMS notification on vaccination expiration

Enables sending SMS notifications to customers that the vaccination is about to expire.

Send SMS notification on appointment

Enables sending SMS notifications to customers about an upcoming appointment.

PAW

Submit requests for absences, work obligations etc.

Enables submitting requests for absences, work obligations etc., sending them to the superior for approval and receiving request results by the employee.

 

WARNING

A company can create eWorkflows tailored to its needs using its own experts or with the help of PANTHEON consultants.

To implement eWorkflows in the company, it is recommended that persons responsible follow the implementation steps and read the user manual for Workflow Design.

 

 

RELATED TOPICS:

Transferring eWorkflow via PANTHEON Web Service

Searching in the Workflow definitions register

Workflow Design

 

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