Case Study: Invoice Generator - Developed by YSBM Group

Online financial operations system for managing invoices, payments and contractors. Develop according to requirements the web system from scratch

Case Study: Invoice Generator - Developed by YSBM Group

people

Team size

years

Duration

WEB

Scope

Challenge

One of the main challenges was to explicitly specify different features of the system that laid in the area of financial domain knowledge; that required close cooperation with the Client’s representative who controlled the functionality on early stage which ensured delivery of correct functional flows and features of the system.

Our solution

The whole system was designed in such a way to provide dedicated data storage for every company representative( bookkeeping and financial specialist of a certain company), so the database and role management required a very attentive analysis and design work to ensure that all relations between user roles, processes and available in the system functional modules match.
The whole functional part of the system was organized as set of sections of a different purpose, some of them are:
- generating invoices,
-managing existing invoices( work with statuses, sending to the recipients etc),
- managing company details,
- managing products and services that are available for usage per company,
- basic customer management.

Key features

Backend/Web

Registration and authorization.
Fully managed administrating of work field for building document features.
Users’ management
Contacts management section
Global platform search
Document management
Products, services settings
Filtering search results by different parameters
Generating and downloading Invoice documents in pdf format.
Content management for pages
Sending a feedback
Dynamic FAQ page managed from admin panel.
External API integration and processing (National Polish Bank API for stock exchange)