Modernisation of your internal accounting process

You would like to modernise the way you operate and the management of financial documentation while increasing productivity, but you are still not ready to outsource the accountancy-administration jobs? PBK partners have a solution which can help you achieve your goals.

Felix - the Document Manager

… is an on-line system for management of accounting documentation, which is adapted to local requirements, adjustable to your specific needs and, best of all, it is ready to use. Felix is built on the latest technologies which provide stability, security and flexibility in work. It is adapted to Croatian regulations and enhances your documentation management, monitoring of work flows and bottlenecks, and features a series of other functions which significantly facilitate the work of a mobile manager and productive book-keeper. Felix is an application that you do not buy, but lease on monthly basis, which gives you more flexibility in using operating capital.

Document Scanning, Digitalisation and Uploading into Work Processes
Felix enables integration with advanced scanning and text recognition technologies. Scanned documents enter the work processes, while parts of document texts can be extracted for use in definition of document type or their directioning.
• PBK partners also offer the central collection of documents and digitalisation in its processing centre. Moreover, PBK partners digitalises documents within 48 hours, bringing them to a desired screen in record time, regardless of the user’s location.
Reliability
Felix is built on an application platform used in global corporations and state institutions since 2000. The platform is enhanced by thousands of programmers and each up date is transferred to your system quickly and free-of-charge.

Security
The application platform Felix is also used in institutions which require supreme documentation security and confidentiality, such as, for example, the French Air-Force.

Centralised Document Management
Free yourself of chaotic situations and organise all key documents in one application.

Simple integration
Felix does not require any special software installation nor does it require setup adjustments on your computer. You will approach Felix through internet search engines, such as Internet Explorer or Mozilla Firefox.

Intuitive and Adaptive Use
The Felix user interface is adapted to a predefined user profile. The user can choose a series of functions, such as, for example, determining the department a document should be forwarded to, or document „approval“ for payment, sent up to a senior level for comments, and similar. For operative users who process a large number of documents, transfer from one document to another could be just one click away.

E-invoices
PBK Felix enables a simple review of incoming invoices and can „create“ electronic invoices for your e-banking application when you are ready to pay the invoice. Thus you continuously have an overview of your debt sorted in the way which suits you best (due date, supplier, and similar), you save time, and you do not need to worry about models and reference numbers which are sometimes confusing but still a component of bank transfers.

Intelligent Search
Imagine you have a search engine such as the one you use for internet search, but this time you use it for your company's documents! Felix offers the possibility of simply searching documents by document type, text contents, or an identification number.

Advanced Search
The advanced search option enables search of data by specific data fields. Studies have shown that in knowledge-based societies a worker spends an average 6 hours searching for documents. With Felix, hours spent searching are reduced to minutes.

Reports on Efficiency and Results
Felix enables you to monitor success in processing documentation whether by monitoring the quantity of documents older than seven days awaiting book entry or reviewing of the average time needed to process a certain type of document.

Reporting on Financial Situation and Results
For users who desire a single interface to monitor company results, Felix also provides integration with other accounting systems as well as on-line presentation of certain financial indicators of the company, such as client debts or suppliers’ unpaid invoices.

Monitoring Changes
Felix enables monitoring of changes in documents, monitoring of versions and notification of relevant persons if a document is changed. Similarly, by definition of various user profiles, it is possible to determine who is entitled to change documents.

Enhance the efficiency of your accounting department. Take the document manager on lease and achieve the above advantages and benefits!
 

Services we offer:

• Journal entries, i.e. incoming and outgoing transactions, as well as their classification
• Payroll and benefits management
• Invoice handling and entry activities
• Document pick-up at your location
• Remote service: all documents available to you 24x7
• Fixed assets record maintenance
• Preparation of turnover tax records
• Preparation of reports as required by the government's tax office, as well as statistical report preparation
• Preparation of reports to track invesment activities on investment projects
• Preparation of management reports, including profit and loss, balance sheet, cash flow, accounts receivable and accounts payable statements, among others
• Data availability 24x7 for analytical purposes
   

All services