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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign No 

Integrations

Docusign Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Bayside Computer Systems

Founded

1975

Country

United States

Website

www.baysidecomputersystems.com

Vendor Details

Company Name

Paperless Online

Founded

2003

Country

United States

Website

paperlessonline.com

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 

Product Features

Document Management

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

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard No 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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