DMR User Manual Pages
Introduction
DMR - Seamless Invoice Automation
Streamlined Invoice Processing with DMR Digital Mail Room, also known as DMR, simplifies invoice...
DMR vs. Manual Approach!
Problems faced with Manual Approach: Manual entry is time-consuming and prone to errors. Slow...
Sign up, Login & Forgot Password
Digital Mail Room Signup Page: 1. Hit the URL provided for the signup- https://dmr.payinv...
DMR Home Screen - Dashboard
Upon logging in, you'll be greeted by the DMR home screen featuring a comprehensive Dashboard. T...
Vendor Master
Vendor Master: In Invoice Tab, the firm can manage all it's Vendors/Suppliers under "Vendor Mast...
Invoice Processing
Invoice Overview - Buckets Summary
Navigating DMR Invoice Statuses DMR system utilizes buckets to categorize invoices based on ...
Invoice Coverage and Scenarios
Invoice Types: B2B Invoice (Registered): Issued for transactions between two businesses with v...
Invoice Overview - Upload Invoice
Finding Uploaded Invoices: After clicking the "Invoice" button, you'll be taken to the DMR...
Settings
Organization Profile
Go to Settings> Organization Profile The Organization Profile section allows you to mana...
Users & Roles
Users: The users tab will give you a list of all user names, Contact Number, Roles they are in, ...
Preferences > Source
Go to Settings> Preferences> Sources> Invoice Input Source: In DMR, other than MANUAL source of ...
Preferences > Supplier Preference
Supplier Preference Functionality will aid the user to get General Ledger code in an invoice auto...
Preferences> Regulatory Check & Data Field
Regulatory Check: The system allows users to define custom validation rules for invoice processi...
Preferences > General Setting
1. Supporting Document Upload: When the rule is enabled: When this rule in enabled in Setting...
Preferences> Buyer GSTIN
Go to Settings> Preferences > Buyer GSTIN Click on the "+" icon to add Buyer GSTIN. A new wind...
Preferences> Ratio Apportion
Ratio Apportionment refers to the process of dividing a total amount or value amongst several par...
Audit Log & Currencies
Audit Log: (under development) Audit log in DMR product is a record of user activity within the ...
Key Features to Know
Understanding Upload History Functionality
Upload history functionality allows users to track and manage files they've uploaded into DMR. ...
Understanding TAR File (JSON file)
A TAR file, short for Tape Archive, is a file format used to group multiple files into a single a...
Understanding JSM (Jira Service Management) Support via DMR
Tax Genie has Jira Service Management' contact to support Link embedded on DMR. Simply Click on...
Understanding Multi-Currency Functionality
Multi-currency functionality is a feature offered by DMR to enable users to handle invoices in mu...
Access Control
In DMR, When an invoice is already in use by a user the system will not allow another user to op...
Notifications
When an Invoice Uploaded in DMR, The invoice can land in Maker Bucket if the details are correct ...
PO and GRN
Multiple PO and single GRN - Multiple purchase orders can be fulfilled by a single goods receiv...
Reports
Invoice Rejected Report
Go to "Reports" Option from the Left Menu 1. Invoice Rejected Report: An invoice rejected r...
Invoice Fail Report
An Invoice Fail report would provide a broader view of any issues preventing successful invoice p...
Other Reports
Below reports have yearly data which can further be filtered out month-wise to narrow down the da...