What is the Consultant Management System (CMS)?

CMS Portal introduces automating the process of consultant invoices who are working for the company. CMS Portal is a paperless process to:

  • Generate Invoice.
  • Review & Submit Invoice.
  • Approval Process .
  • Finance Manager.
  • Access to the CMS portal is gained by entering the registered Logins and then can do the transactions.

CMS Features

The CMS features include the following:

  • Pre PO
  • Invoice Generation
  • Monthly Invoice sheet correction
  • Monthly invoice generation
  • Single invoice generation
  • Admin login
  • Analytic report
  • Finance User Dashboard

    If you have been logged in as a financial user then you will see a financial dashboard screen which consists of:

    • Personal Profile
    • Approval Pre-Req.
    • Approval Invoice
    • Contractual Master
    • Reports

    Personal Profile

    The personal profile dashboard consists of the following information:

  • General Information: Includes Name, Date of birth and Gender
  • Contact Details consist of Mobile Number and Email ID
  • Documents: For Upload
  • Header: For Upload Individual Photo
  • Approval Pre-Req. PO

    • Finance approver can click on Approval Pre-Req. PO tile to maintain the finance master for the consultant
    • Right Panel display the finance master details to be filled by the finance approver
    • Approve the finance master after completing details for further processing.

    Invoice Management

    At the end of the month, the Invoice is automatically generated and after approval from the Consultant & Reporting Manager, the invoice will be received by the Finance Manager. The notification will be received by the Finance manager through email.

    Finance Approver can view the pending invoice for submission, Approved & revert for correction invoices by clicking left panel buttons

    • APPROVED CORRECTION

    The Finance Manager will click on Approval Invoice to review the invoice and submit it for approval.

    Step 1: Click on the Left Panel Work item

    Step 2: Click on View Button on the right panel

    Step 3: On New POP UP Screen, review the invoice like

    • Invoice Number

    • Invoice Gross

    • Invoice GST

    • Invoice Net Payment

    • Maintain Remarks, if required

    • Maintain Deductions, if required

  • General Information:Includes Name, Date of birth and Gender
  • Contact Details consist of Mobile Number and Email ID
  • Documents:For Upload
  • Header: For Upload Individual Photo
  • Download Invoice

    Click on Print Invoice after approval. The screen will refresh and open a new page like this. Now Finance manager can download the final signed invoice in PDF format.

    Apart from this, the final signed invoice will be sent by email.

    • General Information: Name, Date of birth and Gender
    • Contact Detailsconsist of Mobile Number and Email ID
    • Documents: For Upload
    • Header: For Upload Individual Photo

    Contractual Master

    The Finance Manager will click on Contractual Master to view the contractual master of the consultant and to upload the documents: PO and Agreement

    Invoice Reports

    The finance Manager can view the invoices generated for any specific use for any period. To view all the invoices generated so far Finance Manager needs to click on the execute button and all the generated invoices will be listed below.

    Document Posting

    The finance Manager can post the document in SAP through Tcode: Mir7.