Sage 500 ERP Document Management by Altec
Sage 500 ERP Document Management solution ultimately transitions your organization to a paperless environment at a speed that works for you. Integrated with Sage 500 ERP it enables you to capture, process through workflow, retrieve, and research document transactions from the desktop, giving your organization visibility and control over your documents and processes.
Documents are first captured in Sage 500 ERP Document Management using either a scanner, fax, e-mail, print-stream, or ERM (Electronic Report Management). The integration with Sage 500 ERP then automates the indexing of the documents as the corresponding transaction is entered. This unique process dramatically reduces the amount of keying required. Documents, reports, and electronic files are seamlessly archived and available for access in seconds by anyone with proper credentials, eliminating costly downtime associated with manually searching for and retrieving paper documents.
Once archived into the Sage 500 ERP Document Managementsecure repository, users can view, annotate, assign general ledger codes, and route for approval via a variety of methods and formats. Easily configure your workflow to match existing process approval steps, move invoices through your organization for approval and vouchering, and automatically link the invoice with the check when the check is printed.
Managing processes and transactions electronically provides quantifiable ROI and the tangible benefits of greater visibility and control.
Sage 500 ERP Document Management Highlights
Electronically route and approve Accounts Payable invoices
Approved invoices are linked to Accounts Payable transaction screens
Purchase orders and checks with supporting documentation are routed for approval
Route reports and forms via e-mail or fax (e.g., Accounts Receivable invoices)
Roles Security is fully enforced for document access