Sage 300 ERP: Document Management that’s a Dream Come True

If you’ve ever dreamed of how nice it would be to transition your business to a paperless environment at a speed that is just right for your company and its needs, you don’t have to dream any longer. This could, instead, be your reality! Did you know that Sage 300 ERP comes with many core accounting and finance applications that help you confidently manage the complexities of your finances while collaborating more efficiently to improve decision making and make informed business decisions? One such application is document management called Doc-link. It allows you to manage processes and transactions electronically within your ERP software and turn your dreams of a paperless office into fruition.

The document management application, Doc-link, for Sage 300 ERP (Sage Accpac) allows you to better manage the storage, retrieval, and flow of key information in your organization. It is an affordable, scalable, and integrated solution. Doc-link helps you to electronically capture documents; streamline business processes using defined workflows; automate the routing and distribution of all printed documents, reports, and forms; and provides instant retrieval from the desktop. How is all of this functionality ultimately beneficial? Managing processes and transactions electronically provides quantifiable return on investment (ROI) and the tangible benefits of greater visibility and control. Let’s take a closer look at how Doc-link works and its system highlights.

How does the document management application, Doc-link, work?

With document management, documents are first captured on Doc-link via scanner, fax, e-mail, print-stream, or ERM (Electronic Report Management). Sage 300 ERP integrates with Doc-link so that the indexing of these captured documents is quick and automatic and happens simultaneously as the corresponding transaction is entered. The amount of keying required is drastically reduced thanks to this automated process. In a matter of just seconds, documents, reports, and electronic files are both seamlessly archived and instantly available for access offering cost and time savings that could otherwise be costly due to the downtime that is often associated with manually searching for and retrieving paper documents.

The documents are securely stored in Doc-link within your ERP software. Then, users can view, annotate, assign general ledger codes, and route these archived documents for approval using a variety of methods and formats. There’s no need to change process approval steps because the workflow can be easily configured to match existing processes. This allows for invoices to move through your organization for approval and vouchering with ease. In addition, the capability is offered to automatically link the invoice with the check when the check is printed.

What are some of the key highlights of Doc-link?

  • Route and approve Accounts Payable invoices with ease through electronic means instead of paper
  • Accounts Payable transaction screens and approved invoices are linked together
  • Checks and purchase orders with supporting documentation are routed for approval
  • E-mail and fax routing capabilities help share reports and forms electronically
  • Enforced security provides protection of documents with access available to those with the necessary credentials to sign in

After seeing how document management works in your Sage 300 ERP software and the key highlights that make it such a powerful and useful application, is document management something your business needs? Does knowing more about the solution help you see how it can, in fact, make your dreams a reality? We hope so, and we are here to help you in the process of choosing the right document management solution for your ERP software. To learn more about choosing the best solution, visit here. For further assistance in securing, implementing, and successfully using document management within your ERP software, contact us here at Mindover Software. We can help you get the job done and make your paperless dreams come true!

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