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Accounting document management

Accounting document management makes it easy to find and route accounting files.

Accounting is document-intensive. Invoices, checks, purchase orders, budgets, and other critical accounting documents must be properly managed and efficiently routed in accounting processes.

With Document Locator, a digital record of paper and electronic accounting documents is captured, making it easier to store documents, secure information, and route files in digital approval steps. Accounting errors are reduced, information is readily retrievable at the search of a computer, and accounting processes cycle to completion faster. Consider these benefits:

• Automate A/P approval processing
• Log and record electronic approvals
• Instantly search and retrieve documents for audits and inquiries
• Collaborate electronically on budgets and financial records
• Secure and manage access of financial documents
• Maintain control over information for regulatory compliance requirements

Automate accounts payable processing

Document Locator electronically manages invoices and accounts payable documents to improve the speed and accuracy of accounting operations. Accounts payable paper files are scanned upon arrival and can be automatically routed to approvers, electronically. Data scanned directly from paper invoices can be captured and used to organize or route information to the correct people. Notifications alert people for approval, and an audit trail captures the entire process so you have a complete history of all actions. Faster A/P processing means more opportunity for discounts and preferred terms. Plus, electronic logging increases accountability and reduces risk in audits.

Faster audits

Instant searchability of electronic accounting files reduces the amount of time needed to retrieve and validate information in audits. It's no longer necessary to manually search and pull invoices and other documents from filing cabinets. Information can be immediately retrieved based on full-text searches of document contents, then easily exported if necessary.

Related Info

• Document scanning
  Document scanning turns paper documents to digital files.
• Document workflow
  Automate business processes for greater speed and accuracy.
• Human resources
  Manage HR processes, workforce records, human resource documents.