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Document Management from Software Index combines the established and renowned functionality of Invoice Approvals and Accruals with the cost and labour saving benefits of document management and document imaging.
For quick and easy scanning of large volumes of Purchase invoices Software Index recommends the installation of an integrated Document Management solution for Invoice Approvals and Accruals.
Software Index offers a range of Document Management solutions, all of which are integrated into Invoice Approvals and Accruals and can be selected and activated as part of the standard setup.
When the Document Management solution is in place the user simply enters the Payables transaction in the normal way. A barcode label will be printed which is then attached to the physical document.
The document is then fed through a scanner that will read the barcode and automatically match the physical document to the corresponding transaction within Microsoft Dynamics GP.
Scanning can be done either centrally or from distributed locations. Automatic contrast adjustment, de-skewing, black border removal, de-speckling and crease removal, ensure the scanned image is readable. The system can also automatically scan the reverse side of duplex documents if the scanner supports this feature.
Once linked, the image will be available for viewing from within the browser window of the Invoice Approvals and Accruals module or from within Microsoft Dynamics GP itself via the SmartList.
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Key Features and Benefits
Maximise efficiency – boost productivity
Invoice Approvals and Accruals together with Document Management will allow invoices from Payables, POP and Project POP along with credit notes and payable returns information to be shared securely between nominated approvers, with the added benefit of the scanned image behind the headline information.
Barcode functionality makes scanning quicker and more efficient
Attaching a newly created barcode to each physical document enables them to be scanned individually or together as part of a batch. Then sit back as IAADM automatically matches the scanned images to the relevant records within Microsoft Dynamics GP using the unique barcode information.
Dramatic savings of time and money
Eliminate the company-wide dissemination of physical documents for approval – documents can now be archived much more quickly using the bar-coding functionality and accessed in seconds through a web browser.
Maintain control
Important documents are retained centrally during the approvals process. Once approved, these documents can be transferred automatically in to a new batch for posting. You are in control.
Return on investment
The dramatic saving in costs, labour and time that IAADM brings means that this system will pay for itself quickly and reduce traditional paper-based document storage.
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