Project goals
A module specially designed for entering insurance, promissory notes, mortgages, and bank guarantees. Each of the mentioned documents can be linked to a specific customer/supplier to whom the document relates, as well as to the insurance company or issuing bank.
For each document, it is possible to set the due date as well as the date of document receipt, and after the funds have been used according to the document, mark the document as inactive/used.
The key feature is the amount of the document, which can be entered in the desired currency. As an advanced part of the module, it is possible to link this record to customer and supplier profiles. In this case, there are options to restrict order issuance if it is not covered by insurance or a guarantee, issue warnings, or send an email with documents whose due date is approaching (you can send daily, weekly, or as per the client's preference).