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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Is your organization considering the transition to digital management of its paper records? Would you find it beneficial to have all your information housed in a single electronic filing cabinet that allows for shared access and automated processes? Electronic Document Management (EDM) could be the perfect solution for your needs. Essentially, EDM creates a centralized digital repository for all your documents, records, and data. Cleardata provides a comprehensive array of EDM solutions along with optional managed services designed to assist in digitizing and capturing both existing and incoming paperwork. The digital filing cabinet serves as a straightforward Electronic Document Storage system, enabling you to store, search, and easily retrieve your information. This system can be set up either on your premises or in the cloud, based on your specific requirements. Additionally, the integration of workflow, automation, and authorization features allows for documents to be efficiently routed to designated individuals or departments. For instance, invoices can be automatically directed to the finance team, followed by the manager responsible for authorizing payments, enhancing overall efficiency. Embracing EDM could streamline your operations significantly and improve accessibility to crucial documents.

Description

OGBOOKS simplifies Oil and Gas Accounting processes, allowing users to efficiently manage their operations in-house with reduced time and costs using our OGBOOKS software. It encompasses various functionalities such as Accounts Payable, Accounts Receivable, Investor Management, Joint Interest Billing, and Payroll, among others. Users can easily import their revenue data from EnergyLink, ensuring seamless integration. The software also includes Automatic Backups and the ability to export data to Excel, along with features like Ownership Transfer and a Virtual Filing Cabinet for organizing documents. Scanning invoices and other paperwork is made easy with the Virtual Filing Cabinet, which enhances document management. Training options are flexible, available via the internet, phone, or in-person sessions. Users can access the user manual for guidance or view it directly from the Help menu within OGBOOKS. By importing EnergyLink data straight into the Revenue Distribution module, OGBOOKS eliminates the hassle of manual data entry, making the entire process straightforward, swift, and user-friendly. Moreover, the software is equipped with numerous additional features designed to streamline your workflow, and the Automatic Backups function ensures that your data is securely backed up locally without any extra effort.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cleardata UK

Country

United Kingdom

Website

www.cleardatagroup.co.uk/document-management/electronic-document-management/

Vendor Details

Company Name

Bayside Computer Systems

Founded

1975

Country

United States

Website

www.baysidecomputersystems.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Oil and Gas

Compliance Management No 
Equipment Management No 
Inventory Management No 
Job Costing No 
Logistics Management No 
Maintenance Management No 
Material Management No 
Project Management No 
Resource Management No 
Scheduling No 
Work Order Management No 

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