Invoice and accountancy system
We have created a new system for Mondial Assistance company to improve the entire invoicing and accounting process management in seamless integration with the existing enterprise information system.
What where the client’s needs?
Mondial Assistance needed a new system to efficiently manage the whole invoicing and re-invoicing process. It was also necessary to integrate the new system with existing information systems used at Mondial and to build a uniform environment with an integral, efficiently functioning system. One of the requirements was mass invoice printing.
How did the analysis proceed
The analysis was completed at the customer site – directly in the company with participation of the management and employees. In the first place we focused at identifying the benefits and insufficiencies of the existing system. We compiled the results of our findings into a description of systems internally used at Mondial and created a resulting graphical design of the intended user interface.
Application design in its principle
Our initial analysis served as the base for working out an intranet web application design powered by ASP.NET technology; data are stored on a database server using Microsoft SQL Server. Reports and document print templates are handled by MS Reporting Services. The application consists of several independent modules – for example the register of received and issued invoices, the user administration module or the numeric counter/registration module. In order to ensure communication with other sections of the existing information system we created a suite of web services which enabled platform-independent data exchange/transfer. Next to web services we also used MS SQL server to facilitate data sharing.
What have we created for the client
Accordingly to the business needs of Mondial Assistance company we developed an application containing separate modules with the necessary range of functionality to handle tasks related to the insurance cover billing or invoice procedures. Individual modules are presented in separate windows, eventually groups of windows [i.e. panels] displayed in a graphical user interface.
The Invoicing module [Evidence faktur] provides a full range of functionalities required for recording and administration of received invoices. Received invoices are transferred for further processing to the Settlements [Likvidace] and Re-invoicing [Přefakturace] modules.
Better navigation among huge volumes of data contained in the web application is facilitated through the Reviews [Přehledy] and Reports [Reporty] modules which also enable easy searching, filtering and sorting of invoices.
The administration module provides authorized users with administration tools to manage templates and number series/counters used within the application.
Independently of the separate modules the application then handles printing of invoices on the basis of pre-defined templates or logged-in changes entered by the user.
User identification, i.e. authentication and login to the application is ensured by the Windows authentication function.
An integral part of the implementation process was the creation of a module intended for connecting the application to the existing accounting system.
Conclusion
The newly installed system helped the company introduce streamlined and simplified work procedures into the entire invoicing process with new benefits visible in the whole company infrastructure. Today, the invoice procedure is securely covered by a single application which also meets the requirement for mass printing of invoice documents.
Mondial is a worldwide leader in providing assistance and travel insurance services, car insurance & roadside assistance and property insurance including liquidation & payment of claims services. The company serves its clients through 33 operation centers with round-the-clock service in 25 countries, five continents, and employs almost 8000 people.