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SOP for Project Initiation & Project Creation
Purpose: This Standard Operating Procedure (SOP) outlines the process for initiating and creating...
Approval Matrix Process
Purpose This Standard Operating Procedure (SOP) outlines the process for approval matrix in Jira...
E-invoice & E-way Bill User Manual
E-Invoice Process 1. E-Invoice Transaction To process IRN Number with IRP Portal,...
ASN User Manual
1. ASN Transaction To generate ASN with TML Portal, go to transaction /N/PAYINV/ASN_GEN, use the...
Invoice Coverage and Scenarios
Invoice Types: B2B Invoice (Registered): Issued for transactions between two businesses with v...
AP Cockpit User Manual
Follow the step-by-step procedure in this user manual for Master sync in DMR and automatic Invoic...
PO and GRN
Multiple PO and single GRN - Multiple purchase orders can be fulfilled by a single goods receiv...
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 Upload History Functionality
Upload history functionality allows users to track and manage files they've uploaded into DMR. ...
Preferences> Regulatory Check & Data Field
Regulatory Check: The system allows users to define custom validation rules for invoice processi...
Users & Roles
Users: The users tab will give you a list of all user names, Contact Number, Roles they are in, ...
Organization Profile
Go to Settings> Organization Profile The Organization Profile section allows you to mana...
Invoice Overview - Upload Invoice
Finding Uploaded Invoices: After clicking the "Invoice" button, you'll be taken to the DMR...
Invoice Overview - Buckets Summary
Navigating DMR Invoice Statuses DMR system utilizes buckets to categorize invoices based on ...
Vendor Master
Vendor Master: In Invoice Tab, the firm can manage all it's Vendors/Suppliers under "Vendor Mast...
DMR Home Screen - Dashboard
Upon logging in, you'll be greeted by the DMR home screen featuring a comprehensive Dashboard. T...
Sign up, Login & Forgot Password
Digital Mail Room Signup Page: 1. Hit the URL provided for the signup- https://dmr.payinv...
DMR vs. Manual Approach!
Problems faced with Manual Approach: Manual entry is time-consuming and prone to errors. Slow...
DMR - Seamless Invoice Automation
Streamlined Invoice Processing with DMR Digital Mail Room, also known as DMR, simplifies invoice...
Notifications
When an Invoice Uploaded in DMR, The invoice can land in Maker Bucket if the details are correct ...