Documents
Integrate, automate, manage – complete document workflow in one place.
The “Documents” module is a comprehensive solution for managing company documentation, combining simplicity with advanced functionality. On the main screen, you can quickly access key document information – such as numbers, net and gross values, VAT, overdue days, and categories. Integration with the ERP system and the ability to import documents from an Excel file ensure error-free and fast data transmission. With advanced text search, documents are always at your fingertips. Adding new documents is a matter of a few clicks – just fill out the form, assign the document to the appropriate client and category, and the system will handle the rest.
Discover the key solutions of the Documents system
Full synchronization
With integration into ERP systems, all document data is automatically synchronized, allowing for the instant transfer of invoices, contracts, and other documents into the system.
Quick import
With a simple import from an Excel file, all documents are loaded without the need for manual data entry, significantly saving time and reducing errors.
Quick document search
With the text search option, finding documents becomes instant. You can search through all the data, and the system immediately displays the results.
Flexible categories
With the ability to assign documents to any categories, the system allows for full customization and easier document management based on their type and purpose.
Intuitive form
The process of adding new documents is simple and quick. Just fill out the form with basic information and assign the document to the appropriate client and category.
Intuitive
AdoZet 360 software is designed with the user in mind – the clear interface and logical function layout make the system easy to use without the need for detailed onboarding.
Reliable
The system operates smoothly regardless of the scale of use. It ensures continuous operation, minimizing the risk of downtime and providing confidence in every situation.
Efficient
With smooth performance and a smart structure, the system speeds up tasks by automating processes and optimizing workflow, boosting team efficiency daily.
Secure
AdoZet 360 meets current legal requirements and security standards. It effectively protects user data and documentation, ensuring compliance at every stage.
Document Management
A simple way to comprehensively manage your company’s documentation.
The “Documents” module is an intuitive solution that provides full control over all company documents. The main screen displays all key document details: numbers, dates, categories, VAT amounts, gross and net values, as well as days overdue. In addition, users can easily edit data, import documents from an Excel file, or synchronize them with an ERP system. Fast search and the ability to add new documents make document workflow simple and efficient.
- Adding documents – quick data entry with the option to assign to a client and category
- Import from Excel – error-free document transfer from an Excel file, saving time on manual entry
- ERP synchronization – automatic synchronization with external systems for full data consistency
The “Documents” module simplifies company document management by offering quick entry, ERP synchronization, and Excel file import.
Add a New Document
Enter, assign, settle – all in one place.
The document creation view features a clear, step-by-step form that guides the user through the entire document registration process. You can select the document type, define its number, date, and payment due date, and assign a category and bank account. The system also allows you to quickly choose an existing client from the database or add a new one – without leaving the form. Just enter the net, VAT, and gross values, choose the VAT rate, and set the currency – and the document is instantly added to the register. The entire process is designed for smooth workflow and minimal handling time.
- Document type and details – full control over document type, dates, and numbering
- Client handling – assign a client from the list or instantly add a new one
- Amounts and currency – quickly enter values and select the VAT rate and currency
Adding a document is fast, intuitive, and automated – just a few clicks and it’s in the system.
Client List
Quick selection, full context.
When selecting a client for a document, the system displays a clear list with key information. In a single view, you can access: VAT ID, company name, city, phone, email, status, industry, and group.
Each record includes a confirmation button, allowing you to efficiently assign the selected client to the document.
The list supports text search and filters — making it easy to find the exact client you need, even in a large database.
New Contractor
Add once, use repeatedly.
The contractor creation form lets you quickly fill in the necessary data without interrupting the document creation process.
Simply specify whether the contractor is a supplier, recipient, or both, then enter the company name, city, address, postal code, country, and VAT ID.
With a minimal number of required fields, a clean layout, and full integration with the rest of the system, everything is designed to support smooth, uninterrupted work.
Who benefits from the "Documents" module?
- Instant invoice registration – efficient addition and categorization of cost and revenue documents from a single, organized form, without switching between modules
- Client data verification – quick access to contractor information and payment history enables data completeness control without leaving the document view
- ERP synchronization – automatic data retrieval from the main financial system eliminates numbering and formal data errors, saving dozens of work hours monthly
- Financial flow overview – access to current data with a clear breakdown by categories and statuses facilitates real-time assessment of the organization’s financial condition
- Overdue document control – quick identification of overdue payments and liabilities allows for early response and reduces the risk of losing financial liquidity
- Filters and search engine – dynamic summaries by clients, date ranges, values, or document types accelerate daily financial analysis and payment planning
- Easy client addition – a new contractor can be instantly added during document registration, without the need to switch to other system modules
- Excel import – the ability to quickly import large batches of invoices from pre-prepared spreadsheets speeds up the processing of bulk documents
- Intuitive interface – the simple and clear user interface makes the system easy to use even for those without accounting experience or advanced system training
Modules tailored to your needs
AdoZet 360 offers the freedom of choice, allowing you to mix and match modules that best meet the needs of your business. This gives you a flexible system fully adapted to the specifics of your operations. At any time, you can expand the structure with new functionalities as your organization grows.