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Simple automatic archiving for JTL-Wawi

ecoDMS Agency

Simple automatic archiving for JTL-Wawi

ecoDMS

The world’s most affordable document management system

In order to store documents such as invoices in aGoBD-compliant manner (GoBD = principles for the proper keeping and storage of books, records and documents in electronic form as well as for data access), you need a document management system (DMS). Here, the documents are archived in such a way that they are available at any time, but can no longer be changed, or only comprehensibly according to a strict authorization concept.

One of the market leaders is ecoDMS, which ensures GoBD- and DSGVO-compliant storage of all accounting documents. Different users and groups can be given different permissions. For example, employees in the accounting department can bring in documents, but only their supervisors can edit or delete them.

ecoDMS Archive documents

Digital invoices, offers, etc. can be archived very easily. With the installation of ecoDMS comes a PDF/A printer that can be included as a system printer. This way you can create a document in the ecoDMS archive from any program that can print. Whether offers, invoices or pictorial components, you can bring everything into ecoDMS with the PDF/A printer.

Connect ecoDMS and JTL-Wawi

So via this printer you can also have documents archived directly from JTL-Wawi without touching them first. To do this, select the ecoDMS PDF/A printer as the printer for invoices, offers, etc. in JTL-Wawi.
Now only small adjustments have to be made so that the data is correctly transferred to JTL-Wawi. To do this, you use the so-called white text function.

Use White Text Template in JTL-Wawi

Click in JTL-Wawi under Admin->Print / Email / Export Templates on the desired template, e.g. Invoice.
Here you create a new template by clicking Create. Now click on the new template and rename it via Rename. A suitable name would be “ecoDMS Export”, for example.

Now select the ecoDMS printer in the Print tab.

Now comes the white text. Insert an element of type Text into the template and position it somewhere in the layout. Now insert each attribute from ecoDMS and set the font color to white so that the text is not printed as well. Each attribute can be filled with content from JTL-Wawi via the dropdown menu.

ecoDMS and JTL-Wawi set up by us

When editing export templates, things can get tricky if you are not 100% sure. You may also edit your existing invoice templates inappropriately, generating incorrect invoices.
As a JTL service partner, we can professionally connect both systems for you and thus ensure that all your documents are archived professionally in ecoDMS.


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    ecoDMS GmbH

    ecoDMS GmbH, based in Aachen, North Rhine-Westphalia (Germany), offers archiving software for private individuals, small and medium-sized enterprises and for large corporations. With a unique development and pricing model, the software company stands out among its numerous competitors. A modern distribution channel, the environmentally friendly waiver of data carriers and postal shipping, and the waiver of third-party licenses enable particularly fair prices. The costs for the archive systems including full text recognition and any plug-ins are unique in the industry.

    The genesis of ecoDMS begins in 2004 with the planning and implementation of a software for the digital incoming mail processing of a major customer by applord GmbH. Based on its many years of experience in the areas of document archiving and workflow, applord successfully implemented the desired project and developed the ecoDMS Server. Today, this forms the basis of ecoDMS archiving software.

    The great popularity and a steadily growing customer base finally brought ecoDMS GmbH into being. On 01.10.2014, the two managing directors Michael Schmitz and Helge Lühmann opened ecoDMS GmbH in Aachen as a new pillar of applord Holding Europe. All distribution rights of the software package “ecoDMS Archiv” have been transferred by applord GmbH to ecoDMS GmbH. In the meantime, the IT company enjoys thousands of satisfied users throughout Europe. More than half of these are business customers from a wide range of industries and sizes.

    Together with the companies applord and applord Information Technologies, ecoDMS forms the strong service network of the applord Group (applord Holding Europe GmbH). The company’s headquarters in Germany and Austria operate throughout Europe. The applord group stands for state-of-the-art and sophisticated IT. From the development of individual software solutions to the provision of standardized software applications and the handling of large IT projects, the applord group combines a wide range of services.

    Source: https://www.ecodms.de