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Description
DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.
Description
PaperLess Invoice Scanning is a certified software solution designed for Sage that enables businesses to effortlessly scan and attach invoices, significantly minimizing manual data entry through its Automatic Invoice Recognition feature. Users can easily retrieve invoices through a straightforward live lookup within their Sage accounting entries. For organizations aiming to maximize their Sage accounting capabilities, PaperLess Document Management integrates features such as Automatic Invoice Recognition, seamless Purchase Order matching and closure, online invoice approval, and comprehensive automation of emailed invoices. This online approval system is fully compatible with both Sage 50 and Sage 200, allowing users to streamline their invoice approval workflows based on various criteria like supplier, department, project, or cost center. Additionally, it enhances control over approved amounts, making it the top choice for Invoice Authorization Software tailored for Sage users. By implementing such a system, businesses can improve efficiency and ensure greater accuracy in their financial processes.
API Access
Has API
API Access
Has API
Integrations
Ace Cloud Hosting
Sage 200
Sage 50
Sage Accounting
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$3000 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocSavy
Country
United States
Website
docsavy.com
Vendor Details
Company Name
PaperLess Software
Founded
1997
Country
Ireland
Website
www.paperlesseurope.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control