Taking FE Paperless has never been easier!
Efficient flow of documents through an organization is essential to your financial operations. Misrouted, misplaced or lost documents can cause a number of problems-especially with auditors.
PaperSave offers an integrated document management solution seamlessly integrated with the Financial Edge so that documents can be electronically added and retrieved by while eliminating time from your process. Key benefits include:
» One Click Access to Documents from FE Records
» 7 Methods of Document Capture including MS Office
» Integration with FE Query
» Electronic Workflow/Approval Process
Once click access to documents from every Financial Edge record. PaperSave dynamically captures information from the supporting FE record or transaction and stores it as meta-data with the supporting document in the PaperSave database. This allows documents to be retrieved within a click or two from the FE record. Our method of integration eliminates the need for programming or costly setup time to operate efficiently.
Comprehensive Document Capture. Whether you are capturing documents from a scanner, a network copier/scanner, fax machine, email or Microsoft Office, PaperSave allows you to capture documents into your process regardless of how they are received or created.
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Scanned Images |
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ScanNow™ |
Scan Documents directly to records right from the desktop. One click!
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ScanLater™ |
Scan documents in stacks and let PaperSave do the work. PaperSave will read the ScanLater barcode and automatically match the physical document to the corresponding record or transaction.
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ScanFirst™ |
Enter transactions directly from an image within a Workflow Queue. PaperSave automatically attaches the original image to the transaction and eliminates all of the time needed to file a paper document! |
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Electronic Images |
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Capture email and attachments and seamlessly enter them into a workflow or associate with an existing record in the system. All from a click of your tool bar within Outlook®. |
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Microsoft Office® Files |
Whether it is a PowerPoint®, Word® or Excel® document you’ve received or created, seamlessly add it to a record or enter it into the workflow from your tool bar. |
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File Manager |
Simply right click from any supported file type and be able to add document seamlessly into PaperSave. |
Integration with FE Query. PaperSave harnesses the power of the Financial Edge query by allowing you to pull supporting documents for any query you create. When you add a document to PaperSave is it not just integrated with the record but all of the data contained on the record. Image retrieving documents by any field defined on a record including GL and Project distribution. If that is not enough, with our seamless SharePoint, search content of a document.
Electronic Workflow/Approval Review. Has a vendor ever called an inquired about an unpaid invoice and you spent time searching for it? PaperSave will immediately image and route invoices to approvers based on your review process and associated business rules. If an invoice is over a specified amount, PaperSave will automatically route the document to a second tier approval to ensure consistency in your process. Reviewers can annotate documents and collect information required for invoice processing. Know where your invoices documents are through all steps of the process. » Learn More
