Business Solution Providers

There are quite a few document management solutions on the marketplace. While we’ll never replace the need for using paper documents, we can corral the worst of the piles by filing them electronically.

We’ve found two solutions we like when it comes to document management.
Both work from within QuickBooks:

SourceLink by Personable, Inc.
Award winning gold certified SourceLink, from Personable Inc., automates the flow of documents to save thousands of dollars every year for its users. SourceLink software fully integrates  in QuickBooks and works with all possible QuickBooks list items and transactions.

Personable provides two editions for QuickBooks users: SourceLink Standard Edition and SourceLink Management Edition. The user can attach, detach, scan in and view linked documents and/or email links with or without records in QuickBooks with a click of the mouse - the process of linking documents is as simple as attaching a document to an email.  Benefits are:

• Integrated email function to source documents from QuickBooks records
• Automated reminder of Hot Notes
• Added support of Internet documents, URL
• Automated backup and restore of SourceLink configurations and My Notes
• Filing and retrieving documents electronically with any of the 26 different QuickBooks record types
• Drastically improving user’s audit trails and data integrity
• Simplifying compliance with regulatory mandates
• Attaching electronic sticky notes to any of the 26 QuickBooks record types
• Avoiding problems with misfiled, damaged, and lost documents
• Securing and/sharing attached files with other users
• Accomplishing the above tasks with a well designed and easy to use user interface

SourceLink 4.1 Management Edition (ME) is the solution for A/P and A/R managers in need of management solutions through the setup of rule-based operations and strong authentication. SourceLink 4.1 ME now enables the rule- and/or role- based approach to support internal control processes, which can be applied to financial account management, credit limit management, and fraud prevention for QuickBooks users. SourceLink 4.1 ME gives QuickBooks users automated business processes for compliance with company policies, governing privacy, security, financial integrity and operation controls.

In addition to all the document management features in SourceLink 4.1 Standard Edition, QuickBooks users can use SourceLink 4.1 ME to administer automatic detection of and response to potential risks. With SourceLink 4.1 ME, QuickBooks users can:

• Set up rule- and role- based company controls for Accounts Payable (A/P) and Accounts Receivables (A/R)
• Approve, disapprove and void A/P and A/R transactions before issuing them
• Generate approval requests at the creation of transactions automatically or manually
• Requests and approvals are integrated with automatic email notifications
• Improve the management of vendor and customer relationships
• Limit the potential threat of operation breaches and reduce financial risks
• Manage user identities by adding, modifying and removing approvers and requesters
• Audit transaction trails by following the protected history of the events

SourceLink supports QuickBooks 2007, 2006, 2005 and 2004 Pro, Premiers, and Enterprise Editions. In addition, SourceLink 4.1 SE/ME now supports QuickBooks Canadian Edition.

With SourceLink, QuickBooks users will now be able to electronically track all the documents associated with their QuickBooks records cost effectively. The days of searching through files and boxes for documents associated with a transaction are gone.  SourceLink runs within multiple company files, and users have the ability to attach existing documents already in the computer, or to attach documents from a scanner.

View a demo, The cost is $229.

Cabinet NG
CNG-Books streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process. Vendor bills, customer payments and credit card receipts are brought into CNG-Books in a wide variety of formats including: PDF, Microsoft Word, Microsoft Excel, Text documents, and scanned or faxed images. While viewing the document, CNG Books simplifies data entry by synchronizing information directly from QuickBooks using familiar pull down menus. This saves time and improves accuracy. With the click of a button, the data is entered in QuickBooks and the document is filed. If a Cabinet NG folder does not exist, CNG-Books automatically creates one using the customer/vendor information obtained from QuickBooks.

As an Intuit-rated Gold Developer,  CNG-Books has the ability to add documents to an existing transaction, and general documents (such as a contract) to a vendor or customer record in QuickBooks. This methodology provides instant access to all supporting transaction documents and any associated documents about a customer or vendor from the QuickBooks software package– without leaving the desk.

With CNG’s  Shared Access Filing Environment, companies can also manage large volumes of documents, optimize workflow, enforce privacy, and improve efficiency throughout the organization, all without burning a path to a wall of filing cabinets that use precious floor space.

CNG-Books goes one step further by adding the ability for QuickBooks to locate and display any filed document associated with a specific Transaction, Vendor or Customer directly from within QuickBooks (requires QuickBooks 2005 US version or higher).

Cabinet NG’s focus is to help you consolidate your accounting data and documents, eliminate misplaced documents and lost folders, and improve office productivity. If your goal is to save money, improve workflow, and streamline the workload, then you should consider Cabinet NG.

View a demo.

We're Document Management Experts
"We’re Business Solution Providers, Certified Document Management experts. Give us a call at 415.673.2523 to arrange a free consultation. There is a solution to every business problem."