Celebrating 20yrs Square

Xero Accounts to infoRouter DMS integration

March, 2019

Xero logoHere at Document Genetics we’ve recently moved our financial platform from over from Sage to the cloud-based accounting solution provided by Xero.


In the past, we’ve always stored a copy of the Sage business documents (invoices, credit notes, purchase orders) in our infoRouter document management software – this allows rapid searching, keeps the HMRC happy and means we’re not tied to a specific accounting software provider. However, Xero didn’t have an off the shelf method to achieve this, so we decided to write our own integration using the using the Xero Private API*.


In a nutshell, we’ve created an app with runs every 10 mins and downloads and publishes all of the newly created Xero documents into our on-premise copy of infoRouter. We’ve configured the app to create an infoRouter folder structure and add the relevant meta-data for each document type – this means documents are stored in a logical hierarchy and can be rapidly found.


If you’re a Xero user and want to add advanced document management to your financial documents, we can certainly help from as little as £25 per month. We can also provide a modified version of our application to write Xero documents to a local shared drive, or another DMS solution (subject to scope).

* Xero Private API – this is a custom self-installed application connecting to a single instance of Xero.

Celebrating 20yrs Square

Formate eVo Replaces Bottomline TransformTM Software

March, 2019

Knott-Avonride Limited, suppliers of axles, brakes, cables and overrun couplings for trailers and industrial applications replaced Bottomline's TransformTM with Formate eVo to provide Enterprise Output Management for their K3 Business Technology IBS ERP system.

Document Genetics also replaced Knott-Avonride's archive Document Management System (InfoDoc) with infoRouter.

Neil Collins, Director at Knott-Avonride Limited said:

"This is a new chapter in the development of our Management Systems, bringing Document Genetics and K3 together to give a high level of service and support".

Celebrating 20yrs Square

Dynamic Metals Redaction Solution for Test Certificates 

Feb, 2019

infoRouter logo

We have received a recommendation from Dynamic Metals regarding their custom development project based on our infoRouter Electronic Document Management Software (DMS / EDMS) to redact information on test certificates. 

Dynamic Metals are one of the UK’s largest independent stockists of aerospace grade metals; supplying into many industry sectors worldwide from their UK distribution centre.

Dynamic Metals logo

 

Dynamic Metals Director said:

"Document Genetics is just the type of company I like to deal with as they align with our core company values.

They provided a personal service, took the time to understand our unique requirements and delivered a bespoke solution on time that just worked as we expected it to. We received training and support to make sure everything went to plan and all my staff were confident in using the system.

I can highly recommend Document Genetics to any organisation."

Address

  • Document Genetics
  • Hall Farm,
  • Sywell Airport,
  • Sywell,
  • NN6 0BN.

Contact Info

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Phone: 01604 671177