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Standard edition from 79 EUR / month (billed yearly)
Product requires one of the ERP systems below to function properly
Custom workflow for various documents
In Helios Inuvio, you can electronically approve invoices, orders and other types of documents. For each document series, you can define your own approval process, number of steps, conditions and authorizations.
Conditions control the correct procedure
Approval steps can be controlled by conditions, for example, by amount, center or project. Depending on the settings, the financial director, approver of the relevant center or manager of a specific project are automatically added to the process.
Sequence of steps under control
The system checks the logical sequence of approval steps, so they cannot be skipped by default. If the defined conditions are met, the selected step can be approved automatically.
Every decision is traceable
Each change in approval status is signed by the logged-in user and marked with the time of execution. This way, you can easily find out the author and time of the decision for a document, the current status of individual steps and the person for whom approval is currently pending.
Each approver sees their own documents
Access can be controlled by centers, orders, projects, document series or other parameters. The approver then sees only the current documents intended for him in his queue and his approval menu can be individually customized.
Document and documents in one place
When approving, you can view selected document data, a preview of a scan or other file in DMS Helios, and the document itself in Helios Inuvio. In the event of discrepancies, you can add a comment and return the document for correction and re-approval.
Substitution without stopping the process
For the period of absence, substitution can be set in a specified period from–to. This allows the approval process to be redirected to another approver and avoid having documents wait unnecessarily.
Notification and approval by e-mail
An e-mail with configurable text and a link to the list of documents in Helios Inuvio can be automatically sent to the current approver. After appropriate configuration, it is also possible to approve or reject a document directly by replying to an email.
| Standard | |
|---|---|
| individual configuration of approval steps | |
| automatic or manual setting of approvers | |
| document header blocking | |
| blocking document items | |
| blocking linked documents | |
| definition of condition by amount | |
| email notification | |
| Multilingual control | |
| Price per month (billed yearly) | 79 EUR |
Prices are excluding VAT.
Active Directory
The Helios AD service is a connection to the Helios ERP system, allowing you to load groups and users from Active Directory (AD) groups at defined intervals. The plugin will check users assigned to groups for the Helios database. If the user is in an AD group assigned to the Helios database and is not specified in it, the service will add the user with data according to AD and a defined role of rights.
ADAPTY CRM &
ADAPTY CRM gives sales reps one workplace for everything: work queue, pipeline, and the next step for each opportunity, without switching between records. Its AI knowledge layer summarizes the current stage, changes, and recommended next steps using data from ADAPTY, ERP, and the customer’s website. Sales managers get a real-time overview of the entire team and pipeline. Helios Inuvio integration is included, but the CRM also works without ERP.
ADAPTY Maintenance
ADAPTY Service & Maintenance combines dispatching, planning and service evaluation in one process center. Field technicians use a mobile app to view jobs, machines and service history, record materials and work, add photos and have customers sign service reports on-site. The calendar manages technician capacity and inspections are generated automatically. Reports show service hours, billing and the most failure-prone machines. Helios master data integration is included, but ADAPTY also works without ERP.