FAQ

The system is designed for organizations that want to manage procurement processes in a user-friendly way while involving all company employees

The system is less suitable for freelancers and small organizations that do not manage processes involving multiple employees

The power of the system lies in distributing tasks and implementing procedures and the organizational hierarchy; for this, the system needs players. If you are looking for a system for generating documents – there are excellent systems on the market. The number of users in our system typically ranges between 10–150 in a company.

The different levels of system usage were taken into account when determining the system pricing, so the price set is uniform. It does not matter whether the user is a CEO or a junior employee, whether they work on the system daily or only occasionally—anyone who can access the system must have a user account billed at the uniform rate shown in our price list. If the user does not use the system for a period of more than a month, it is advisable to deactivate them until the time they will use the system again, in order to avoid unnecessary charges.

The system is usually relevant for an organization that already has an ERP in place. The system does not replace the existing ERP, but rather is added on top of it. In the world of enterprise software, there is an entire industry of third-party companies that connect to traditional ERP systems and provide additional services on top of them.

Using the purchasing module in the existing ERP system is excellent, but it is limited to employees with a logistics/financial background. When the purchasing manager is already overwhelmed with requests from the organization’s employees and from suppliers, that is already a sign that it is worth expanding the circle of users beyond the narrow confines of the finance department, and at that point there is already a need for a dedicated, user-friendly system in which it is easier to implement procedures and the organizational hierarchy (approval workflows, mandatory price quotes, etc.)

In the ERP world, about 85% of the expenses are dedicated to implementation and 15% to licenses. With us, payment is for usage only. We developed software that connects to the databases of the common ERP systems on the market and pulls all the data required to start working in the system, so the system can go live within minutes of being set up, without the need for implementers or various interfaces. Users of the system receive links to activate their user and can already begin working through online training and guidance. In addition, for each new user, a remote training session is coordinated with our support team.

In general, our integration mechanism is generic and can connect to any database. At the same time, adjustments are required in order to pull the data optimally, so currently we mainly have experience with SAP, Priority, and חשבשבת. If you work with something else, feel free to contact us so that we can look into it.

Yes, the system is standalone, so it can be used even without a connection to an existing ERP system. Sometimes organizations have various constraints that cause the work to be carried out separately.

No. Use of the system is based on a SaaS model, which means Software as a Service, so the system is not purchased; instead, you subscribe to it. This approach allows us to provide the customer with the best possible service on a system running the most up-to-date version.

Of course! Leave us a message on the Contact Us page on the website, and we’ll schedule a demo with you at a time that suits you.

We provide a free one-month trial during which you can work in the system with your users and your data. If you are satisfied, you can continue with us as customers; if not, that’s perfectly fine—we will simply delete the company and part as friends.

Yes, orders and documents can be imported in Excel format directly into the system. We recommend contacting support before importing the file.

Every user of the system is entitled to phone support and remote assistance Sunday-Thursday from 08:00-16

Yes, the system is web-based, so it can be accessed from anywhere connected to the internet

In general, the system can be customized at a very high level of granularity, so there is usually no need for special development. The system is implemented in hundreds of different organizations in very different configurations. In general, we are a product company, so we do less custom development upon request. If you have an idea for a feature that would improve the work in the system, we would be happy for you to write to us about it, and perhaps we will develop it—we add new capabilities on a daily basis!

The approval mechanism in the system is very flexible. The workflow is built dynamically based on the following parameters:

• Amount
• Department (classification code / costing code / profit center / project)
• Segmentation (numeric structure of the account number)
• User / supplier / expense account

Sequential or parallel approval can be configured

It is possible to require file attachments (price quotes, etc.)

Dynamic forms can be built with optional and required fields, and users can be required to complete them when creating or approving the order

Based on permissions, steps in the workflow can be skipped

The workflow can be applied to all entities in the system – order / invoice / document / new supplier / new customer, etc.

The system supports both single-year and multi-year work configurations. This setting is usually determined at the company books level, and the system’s work configuration is derived from it.

Yes, we have customers from Israel and abroad. During system setup, you must choose the primary currency, so it is possible to work in any country. Regarding the issuance of accounting documents – this varies from country to country, so each case is considered individually. In the State of Israel, the system is approved by the tax authorities (view the approval).

We fully support English and Hebrew. If you would like to work in another language, please contact us.

Yes, in addition to the primary currency in which the company’s books are managed, all additional currencies can be configured

Assuming that each company is a separate entity with separate books, you can open a separate system for each company and define a super-user who can access each of them without needing to log out and log back in.

Yes

As a company, we see the information security of our customers as a top priority and take various measures to ensure safe use of the system (pen-testing, ISO 27017, SSL, WAF, DDoS monitoring. PCI compliance fot credit clearing). In addition, the system’s database is registered and approved by the Privacy Protection Authority in the Ministry of Justice (database number 700065341)

System subscribers have no commitment, so you can leave whenever you want. Payment is only for the months in which the subscription was active. When you leave (or regardless), you can export all the information in the system to Excel. In addition, you can also ask us to destroy all of your company’s information; please note that in such a case, it will not be possible to recover the information in the future.