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Filing program, account management

Manage your documents and invoices easily with filing software! Bitrix24 software makes filing significantly more efficient and automates document management.

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Bitrix24 filing software – what is it for?

Today, there are several reasons why it makes sense to automate as many workflows as possible and digitize documents. Bitrix24’s filing module allows you to store documents electronically in a large database.

Only authorized employees have access to the database, so all filed contracts, invoices, etc. are secure. With the filing software, you can search for any document – even older ones – in seconds, with just a few clicks. In addition, the system also allows you to forward, share, sign, receive, and report on materials, among other things.

If the system is used in conjunction with the CRM module, it is also possible to see to which client each document has been filed. And if you also store your invoices in the system, there is no need to upload the data to NAV separately. The system is linked to the NAV database, so all data and invoices are automatically recorded.

Benefits of the filing program

  • Your filed documents are completely secure because you can flexibly manage access rights.
    Thanks to the automated process, you can save your employees a considerable amount of time.
    The software sends notifications of tasks to the relevant colleague, so they are handled with confidence.
    The filing book is managed automatically by the system, without the employee having to do anything.
    You don’t have to worry if your company’s processes are different, as the system is always implemented on a company-specific basis.
    The filing software can be easily integrated with other systems via an API

Bitrix24 Enterprise Management System – FAQ

What modules and software are available alongside the filing software?

The Bitrix24 integrated case management system includes several types of software. Examples include a CRM system for managing customer relationships and communication, project management software, invoicing software, leave and vehicle registration software, and banking software.

Are there any of these systems that your company needs? No problem. The office42 experts can also develop custom software for you. The individually developed program is integrated into the Bitrix24 system, so you can purchase the software package in one go.

How does the cooperation work?

The first step of cooperation is a request for a quote, after which we will contact you. A consultation will then take place to assess your company’s current workflow and your needs. Based on this, we will design the system that best meets your company’s needs.

We will implement the entire system, and subsequently operate, maintain and upgrade the software. We can even provide in-person or online training to demonstrate the system and teach you how to use it.

Who can I contact if I have a problem?

If you have any problems with the system or if you have any questions, please contact us at info@office42.hu. You can also contact the Bitrix24 Helpdesk. If you would like to take part in online training, you can find out more on the Bitrix24 website.

Do you have a cloud-based system?

The system is also available on a cloud basis, in which case no software installation is required. Should you require this, we can also take care of all security and maintenance tasks. The cloud-based version is just as user-friendly, and thanks to Amazon’s server, it is also extremely fast.

Make your business more efficient with Bitrix24 ERP!

Partners

Hörmann Hungary

“The system has met our expectations, it is very helpful in areas where we use it, such as: leave records, fault logging, delegating service work, and CRM.
The colleagues at Office42 have an excellent knowledge of the system and are always very helpful and knowledgeable.”

Impulse Projekt SRO

“We have been using Bitrix24 since 2016 as part of a partnership that has fundamentally changed the way information flows within our business.

It has been perfectly tailored to our daily operations, providing maximum support for the display and storage of incoming and outgoing information with an easy-to-use interface that is fit for the 21st century.”

Saubermacher Hungary

“Our organisation uses CRM, PM and Drive as well as messaging functions primarily. These make it much easier to organise daily work, organise tasks and communicate directly.

To the best of my recollection, we have never had an enquiry that we have not received a response / solution suggestion.”

Arc relocation Hungary

“Our company has been using Bitrix24 for 7 years now, covering almost the entire spectrum of our processes.

All our services are tracked in it, from order to invoicing, which is a great help for us, and it can also be used well with other external applications, so our overall assessment is very positive.”