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Date: _23rd May 2024________________________________________________________________________________________________________________________________________________ Attendees: Ruchika, Sahil, Pratik, Yogesh _________________________________________________...

Digital Mail Room Signup Page: 1.      Hit the URL provided for the signup- https://dmr.payinvoice.in/#/sign-up 2.      Add necessary details like PAN Number, First Name, Last Name, Organization Name, Email Id, Mobile Number, and Provide a password for th...

Streamlined Invoice Processing with DMR Digital Mail Room, also known as DMR, simplifies invoice processing for both PO (Purchase Order) and non-PO invoices. Users can upload single invoices or utilize a bulk upload feature for efficiency. DMR employs Optica...

Upon logging in, you'll be greeted by the DMR home screen featuring a comprehensive Dashboard. This centralized view allows you to quickly assess the health of your document management processes and identify any potential areas requiring attention. Invoice...

Navigating DMR Invoice Statuses DMR system utilizes buckets to categorize invoices based on their processing stage. Let's explore each bucket: Maker Bucket: This is the starting point for all uploaded invoices (PO and non-PO based). As a Maker,...

Finding Uploaded Invoices: After clicking the "Invoice" button, you'll be taken to the DMR Invoice  upload screen. Invoices uploaded through the following methods will be displayed here: Upload Invoice tab: This is the standard method for uploading s...

Vendor Master: In Invoice Tab, the firm can manage all it's Vendors/Suppliers under "Vendor Master" Tab. In DMR, vendor masters created in the accounting ERP system are automatically synchronized through a scheduler and can also be manually synced. Below ...

Invoice Types: B2B Invoice (Registered): Issued for transactions between two businesses with valid GST registrations. B2BUR Invoice (Unregistered): Issued for transactions between a business and an unregistered recipient. Debit Note: Issued to a supplier ...

Go to Settings> Organization Profile The Organization Profile section allows you to manage and update your company's information within DMR. This ensures your invoices and documents accurately reflect your organization's details.   Here, you can edit...

Users: The users tab will give you a list of all user names, Contact Number, Roles they are in, User Status (Active / Inactive), etc. Actions:  From action button Admin can:  "Make the user Inactive" or "Change his role". for an Active User Status. "M...

Go to Settings> Preferences> Sources> Invoice Input Source: In DMR, other than MANUAL source of Invoice Upload, Invoices can be uploaded via Client SFTP and Client Email as well.  Client Mail When a mail is connected to DMR, and invoices sent to this emai...

Audit Log: (under development) Audit log in DMR product is a record of user activity within the program. It acts like a digital diary, tracking what happened, when it happened, and who did it. Currencies: Go to Settings> Currencies  Here you will find li...

Upload history functionality allows users to track and manage files they've uploaded into DMR. Users can see what files they've uploaded, who uploaded them, and additional details like time stamps and file status.  If an upload fails, the history file do...

Multi-currency functionality is a feature offered by DMR to enable users to handle invoices in multiple currencies using pre-defined currencies. In Invoice Processing Page, OCR will capture Customer Currency Type that the invoice contains: Capturing the he...

A TAR file, short for Tape Archive, is a file format used to group multiple files into a single archive. DMR uses TAR files for data exchange with suppliers, this helps with downloads for large orders containing multiple invoices. To begin Go to Invoice Over...

Supplier Preference Functionality will aid the user to get General Ledger code in an invoice auto-populated via OCR provided mapping is done for HSN code and Description.  Firstly head over to Settings > Preferences> Supplier Preference: Here, Click on the...

Tax Genie has Jira Service Management' contact to support Link embedded on DMR.  Simply Click on the "?" icon to raise a request. Users can easily submit support requests without leaving DMR software, streamlining the process, improving workflow and potent...

Ratio Apportionment refers to the process of dividing a total amount or value amongst several parties or items based on predetermined ratios. These ratios indicate the relative share that each party or item should receive out of the total. For Ratio Apportio...

Problems faced with Manual Approach: Manual entry is time-consuming and prone to errors. Slow and inefficient invoice approval processes leads to delay in reconciliation. Duplication of invoices lead to multiple payment errors, waste of resources, complic...

Follow the step-by-step procedure in this user manual for Master sync in DMR and automatic Invoice Park in MIR7. There are two cockpits are created for both processes named master sync cockpit & invoice sync cockpit having t-code /N/PAYINV/SMD & /N/PAYINV/Cock...