Working with Reckoner Download Brochure (384KB)

Reckoner has been designed with the objective of empowering the user to perform his or her tasks quickly and efficiently - the system therefore provides a common interface for users across all functional areas. Every user, from the operator level to the top management, needs the knowledge of a maximum of five basic screens.

• The first set of screens is the interface where the source information is keyed into the system. This will typically be used up to middle-level management for creating, modifying and authorizing documents.
• The second set of screens, are the document browsers. These are document libraries available across modules, which can be accessed for both viewing and performing actions.
• The third set of screens, are the entity browsers. These are information managers available across modules, which are a useful tool for analysis.
• The fourth set of screens, are reports, which have been designed for your specific requirement.
• The fifth screen is the mailbox. This is the working interface, which is probably what the upper management will be using most of the time.

Document Entry

This is one of the document designs defined and created for your organization, taking into account your working procedures. The document is first created when the minimum required values are entered into the text-fields. It then proceeds to the next user whose action is required (modification, approval, etc.) as defined in the workflow process.

• Unique Serial Number based upon Serial Number Type Definition.
• Document Type selection from the left frame.
• Automatic update of Initiator and Entry date.
• Contains information on the Predecessor document.
• Tab pages show information on the linked documents.
• Show authorizers as defined in the document type definition.
• Document details enterable/ deleted by the right click menu option.
• Resizing of the left and right frame of the screen and hiding the left frame for increasing the data entry area from the tool bar icon.
• Non-enterable fields are disabled (Grey in color) and input fields in white color.
• Drop down allows typing for faster search of desired option.

Document Browser

This is one of the several document browsers, which are provided as an active utility for viewing and performing action on documents. The data to be retrieved from the respective document libraries can be customized. For example, you can call only those documents, waiting for your approval. You can double-click on individual entries to view and act on documents.

Features:

• Useful tool for viewing the documents created.
• User can perform actions like authorizing, canceling, rejecting, or posting a document from a document browser.
• Allows modifying a document if it is not posted.
• Prints the document from the mouse right click option.
• Mailing the document to other Reckoner users.

Entity Browser

Every master definition in the different modules is an entity whose details are available through the Entity Browsers. These browsers first display an information summary, which can then be drilled down to access group-wise and sub-group-wise information on a monthly or daily basis

Features:

• Displays summary information regarding and entity.
• Left frame displays entity groups and period specific information.
• User can drill down information from summary to the individual level transaction level.
• Effective information tool for the top-level management.
• Various functions can be carried out such as printing, filtering etc. from the right mouse click.

Reports

You can generate standard Reports like Balance Sheet, Indent Register, Work-in-Progress, etc., while, also designing custom reports needed by your organization. The system provides up-to-minute information in these Reports, thanks to active integration between various modules and processes.

Features:

• Top band provides various selection options of Units, Entities, Periods etc.
• Data appears in the lower band based upon the selection.
• Report heading changes based upon the selection and thus serves the purpose of multiple reports.
• Report can be saved in different formats such as HTML, Excel, Text, SQL, Dbase, etc.
• On line viewing of report with various options like expanding-collapsing of columns and split screen viewing of the report.
• Printing reports as per settings.

Mail Box

The mailbox is the interface, which delivers your work to your desktop. This is the working interface, which is probably what the upper management will be using most of the time. The in-box contains all documents meant for you, as defined in the workflow process. You can double-click the individual listings to access the document for action.

The Mail System also handles communication within the Reckoner network. Every user can "talk" through the system to his colleagues and pass messages or notes. Documents, too, have a remarks field, and record the comments of the user for the next person in the workflow path. You can delete the unwanted mails from your mailbox. Select the Delete option from the mouse right click options. For permanently deleting the mail items delete the mails from Deleted Items. From here you can also print any of your mails, for this select the Print option.

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