5 Team Collaboration Tools for small business ERP accounting

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A business is only as efficient as the collaboration of the team. Business efficiency is about ensuring that the time spent during work hours is optimized through timeous completion of tasks and ensuring nothing slips through the cracks by good management of business related data. ERPNext with its team collaboration tools helps South African small businesses to streamline their operations, enabling them to grow without having to worry about associated costs. Today, we’ll look into the 5 collaboration tools available within ERPNext:

Messaging

The ERPNext messaging tool allows employees to interact through critical message delivery in the system. Messages pop up when users are logged in or remain as unread on the user’s desktop. The advantage of messaging within the ERP software is that the team is always working in it and it’s therefore much more convenient to receive and manage messages within the accounting software. Communication via messages can be either broadcast to all employees or simply directly between two employees.

Note Taking

The collaboration system allows for employees to take notes of activities or actions that they need to be mindful of when carrying out business operations. No need to look for sticker notes that are pasted all over counters or desks as people have done in the past, instead one can simply create their note list in ERPNext. Like Google’s “Keep”, Evernote or the Microsoft’s One Note App, these notes can be shared in the office and made public for everyone to also to read. This tool is quite handy when managing procedures that need reminding on a regular basis or new things team members need to be informed of.

Calendar

Perhaps the most critical office collaboration tool is the calendar. This definitely deserves its own write up however we shall mention a few features that you can look out for. The ERPNext calendar allows you to create and track events, to share the events and make them your centre of organization. As Enterprise Resource Planning software ,ERPNext has gone on to make itself into a true resource planner for those that need to organize their offices and the calendar is one of the best resources tools to do that. With ERPNext there is no need to acquire any other third party calendar system.

Assignments

One of the features of any good intranet system is the ability to circulate documents in the office for different people to work on the documents. ERPNext is built to be as good as any intranet system. Employees can thus assign different documents to different people in the office as they collaborate to get work done. One can put priority on the assigned document, lock the document and pass it on to the next person. This feature allows you to have an intranet inside the ERP software.

Document Tags

The final feature in our review is that of tags on business documents. This smart feature allows users to classify business transactions into subsets of different types/categories. What is fantastic is the quick search and reporting of related tagged documents in just a single click. It’s worthwhile pointing out that all the aforementioned features do not function exclusive of one another, but are tightly integrated into every business document on ERPNext.