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Incoming mail is shown upstream under «Mail distribution». The overview provided allows documents to be distributed to individuals and/or mail distribution groups. Mail distribution groups typically include the accounting department, staff or management. Groups can be set up and managed individually.
Once the documents have been distributed, they appear in the addressees’ postbox or under «Invoices». Letters can now be read and processed, and invoices paid. The documents are then tagged and moved into the Archive. If you receive a document via mail distribution for which you are not responsible, you can reject it with the appropriate message.
You can use tags to assign certain tasks to your colleagues or to prepare the document for the Archive. For example, you can tag an invoice «Ready for posting» so that your colleague in accounting immediately knows what to do with it. Or you can tag a document «2022 taxes» so that you can quickly and easily retrieve it from the Archive for your tax return. You can also use the filter or full-text search to quickly find documents again at any time.
More business account users can be added in the portal.
All users of a single account currently have the same rights. With the next release specific access rights will be available for each user. These can be assigned to each person according to their role.
Access to specific features can be restricted to certain roles and specific rights can be granted. Rights can be assigned to authorisation groups. Mail distribution regulates who is allowed to read a document, and authorisation groups regulate who can carry out which action with the document.
Mail distribution is only visible to those who are authorised to distribute mail. «Mail distribution» is the standard authorisation group for this purpose and is given the relevant permissions.
However, it is also possible to create a new authorisation group and authorise this group to distribute mail. This will allow all employees in the group to see the section «Mail distribution».
This section is upstream, as this is where the mail arrives but has yet to be distributed. Once the mail has been successfully distributed, it will land in the Mailbox or Invoices section (if it’s an invoice or a reminder). Only those to which the document has been assigned will effectively see it.
Mail distribution allows you to distribute company mail digitally.
You can send documents to distribution groups and/or individuals. This means only intended recipients have access to the document. If mail distribution hasn’t been activated, anyone with access to the account will be able to access the documents
Mail distribution is included in the Business Plus, Premium and Enterprise subscriptions. View subscriptions here.
Authorisations are included in the Business Plus, Premium and Enterprise subscriptions. Prices are available here.
As long as the subscription chosen includes authorisations, the following default authorisation groups are created:
These come with certain basic permissions but can be subsequently adapted.
Other authorisation groups can be added separately under Settings. Permissions for individual functions (save document, pay invoice, add bank account, etc.) can be set separately for each authorisation group.
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PEAX scheint interessant für dich zu sein – dürfen wir dir zeigen, wie du unser Portal am besten einsetzen kannst?