Webrecs Blog


Webrecs releases new SMSF fund workflow

The two biggest inefficiencies in an SMSF administration practice are the tracking of fund-related emails (email being the primary communication mechanism between parties to the fund ) and the ongoing requirement to chase up recalcitrant fund parties for information. Webrecs addresses both of these with a workflow tailored to SMSF administration information exchange which formalises and centralises all fund communications as well as providing the capability for automated email reminders.

The lowdown on digital signatures

Digital signatures and electronic document signing are becoming widespread. Are they legal ? When can they be used ? How do they work? We debunk some of the myths and expose some of the uncomfortable facts ...

A practical look at Workflow

Implementing workflows (also known as BPM or Business Process Modelling) in your practice or business is an essential part of remaining efficient and cost-effective. This article gives a practical look at the landscape and the do's and don'ts of implementing workflows in your business.

Digitisation of records across the Government and Businesses

Our first blog article investigates how technology has impacted the legal arena, as well as how the Government and Businesses are utilising the cloud technologies to store original records. What does the future hold for lawyers and their clients? Will digital documents hold court in today's legalisations? Find out how future business dealings with your lawyer may change as organisations across the board move documents into the cloud.

New website !

Webrecs launches a new responsive website.


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Webrecs Xero Plugin

Xero is easy to use online accounting software that's designed specifically for small businesses. http://xero.com

The Webrecs - Xero integration allows you to :

  • Key invoices easily and quickly from online documents
  • Automatically use Xero contacts, chart of accounts and tracking codes
  • Upload seamlessly to Xero awaiting approval
  • Access the invoice document directly from Xero
  • Save Xero reports to Webrecs
  • CHECK OUT A QUICK VIDEO

Easy integration with Xero

Webrecs actiTIME Integration

actiTIME is a web-based timesheet system for companies of any size and any business type

http://www.actitime.com/

The Webrecs - actiTIME integration gives you :

  • Seamless login from your Webrecs dashboard
  • Backups of your timesheet data as well as your documents
  • Secure Web access to actiTIME for all users
  • An actiTIME dashlet on your Webrecs dashboard

Manage time together with documents

Webrecs Class Plugin

Class is a cloud-based SMSF accounting system. http://classsuper.com.au

The Webrecs - Class integration provides :

  • Transparent login from Webrecs to Class
  • Display of Class Dashboard and/or Fundweb in Webrecs dashlets
  • Optional access for trustees and/or advisers
  • Data keying from online documents directly into Class (rollovers, contributions, dividends, investments etc)
  • Storage of and controlled access to all SMSF documents
  • Background synchronisation of all SMSF entity data between Class and Webrecs CRM including fund, trustee, member, auditor, accountant and adviser.

Single sign-on SMSF dashlets

Webrecs Confluence Integration

Confluence is popular Wiki software by Atlassian.

http://www.atlassian.com

The Webrecs - Wordpress integration gives you :

  • Seamless login from your Webrecs dashboard
  • Backups of your Wiki data as well as your documents
  • Secure Web access to Confluence for all users
  • A Confluence dashlet on your Webrecs dashboard

Host your Wiki as well as documents

Webrecs Drupal Integration

Drupal is a major open source Web Content managment system

http://drupal.com/

The Webrecs - Drupal integration gives you :

  • Seamless login to Drupal from your Webrecs dashboard
  • Backups of your Web content as well as your documents
  • Your Web site hosted in your subscription **
  • A Drupal dashlet on your Webrecs dashboard

* Conditions apply

Manage your website with your documents

Webrecs Google Docs Plugin

Google Docs is a Google web platform allowing editing and sharing of files between Google users. The coolest thing about it is that Word, Excel and Powerpoint documents can be viewed and edited in the browser.

The Webrecs - Wordpress integration gives you :

  • Check out Word, Excel and Powerpoint documents into Google docs
  • Edit these documents and collaborate on them directly in Google docs (no Miscrosoft required)
  • Check them back in when finished

* Note: There are limitations on the complexity of documents which can be rendered eg. macros in Excel and some advanced formatting options across the board.

Easy editing of Word, Excel and Powerpoint

Webrecs Jira Integration

Jira is the world's leading issue-tracking software by Atlassian

http://www.atlassian.com/

The Webrecs - Jira integration gives you :

  • Seamless login from your Webrecs dashboard
  • Backups of your issue-tracking data as well as your documents
  • Secure Web access to Jira for all users
  • A Jira dashlet on your Webrecs dashboard

Host your issues together with documents

Webrecs Wordpress Plugin

Wordpress is a major open source Web Content managment system

http://wordpress.com/

The Webrecs - Wordpress integration gives you :

  • Seamless login to Wordpress from your Webrecs dashboard
  • Backups of your Web content as well as your documents
  • Your Web site hosted in your subscription **
  • A Wordpress dashlet on your Webrecs dashboard

* Conditions apply

Manage your website with your documents

Webrecs Shared Drive Integration

Dropbox, Google Drive and OneDrive are file hosting services which provide background desktop synchronisation

http://www.dropbox.com/

https://www.google.com.au/drive/

https://onedrive.live.com/about/en-us/

The Webrecs - Shared Drive integration gives you :

  • Seamless integration between the document storage of Webrecs and the shared drive
  • Push and pull documents between Webrecs and the shared drive with a click of a button
  • Single "source of the truth" - no chance of accidental deletion or corruption
  • Efficient versioning - Webrecs files will only be updated if changes have been made
  • Controlled sharing of individual entities / clients / folders - unshare when the project / task / engagement is complete
  • The strong background sync capabilites of the shared-drive systems with the feature-rich, secure and compliant Webrecs system

Sync your documents with desktop storage seamlessly

Webrecs Zapier Integration

Zapier is a powerful integration platform which lets you transfer data to and from different Cloud applications based on event triggers eg. new document created, new customer added etc.

http://www.zapier.com/

The Webrecs - Zapier integration gives you :

  • Webrecs triggers on documents, entities and CRM actions
  • Webrecs actions to be performed based on arbitrary triggers from other Cloud software
  • Ability to customise without coding

Integrate with other Cloud software