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Integrated Document Management Within Sage 50

Integrated Document Management Within Sage 50. Features. Automatically digitise and attach all types of documents to records in Sage 50, including: purchase invoices sales invoices sales receipts purchase payments journal debits & credits bank receipts & payments

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Integrated Document Management Within Sage 50

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  1. IntegratedDocumentManagement Within Sage 50

  2. Features • Automatically digitise and attach all types of documents to records in Sage 50, including: • purchase invoices • sales invoices • sales receipts • purchase payments • journal debits & credits • bank receipts & payments • Can be tailored to utilise existing back end document management system from a simple networked drive to an enterprise contentmanagement system • Option for enabling on a single and multi-company basis

  3. Typical Usage Incoming paper documents (e.g. Supplier Invoices)

  4. Typical Usage Open DocLink and choose ‘Scan’ from toolbar

  5. Typical Usage Scan all of the documents. Choose ‘Scan’ from DocLink toolbar Different types of documents (Purchase Orders, Sales Orders, etc) can all be scanned at the same time.

  6. Typical Usage Click ‘Done’

  7. Typical Usage DocLink displays first page of first document User then identifies type of document and opens Sage to create the new record

  8. Typical Usage DocLink window automatically positions itself alongside, showing the first scanned page Open ‘New Invoice’ window in Sage Copy invoice information into Sage Click ‘Save’. Scanned pages up to and including the currently visible page will be automatically attached to the Sage record. Click ‘Next’ if this invoice is more than one page Repeat this process for each scanned document

  9. Typical Usage Documents are now attached to Sage record and can be viewed by holding CTRL and clicking on record. All documents related to this record can be accessed and viewed from this window.

  10. Typical Usage This window also allows new documents to be added (from a file, email or scanner).

  11. Typical Usage Documents are stored in the back-end document management system in a logical manner for easy direct access. Virtually any document management system can be used. This example uses a windows network drive.

  12. Benefits • Reduction in cost of storing and retrieving documents • Simple to install and configure • Minimal training required • Consistent filing of documents and easy retrieval • Significant reduction in time and cost of processing documents • Documents can be viewed through remote desktop access • Improved regulatory compliance • Competitive pricing and a rapid return on investment “ The best thing for me is that it is really simple and straightforward. It’s so easy to use. You just scan your document in, and link it up.” Finance Manager at a specialist ERP permanent and contract recruitment firm

  13. Enquiries DocManager Accounting Solutions 150 Aldersgate Street, London EC1A 4AB +44 (0)20 7651 1165 enquiries@doclink50.com www.doclink50.com

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