Your Document Management Knowledge Center

Cloud-based Process Automation During a Pandemic

If there is one thing that we have learned over the last six months, it is that knowledge workers need to be able to work from home without interruption. This means that they need access to all systems and records that they have when in the office. Many companies were not ready to deal with this fact. They set up everything to be in-house so that they could control the servers. Now, that control is limiting access. Sure, you can have remote control software and VPNs, but most were licensed and configured for a small fraction of the workforce.

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Who needs reminders?

Most contracts have some sort of expiration date, rollover date, or other important event date. How do you keep track of them all? Or do you? Many companies have a person dedicated to tracking such events. Some rely on memory to handle it. Some just deal with it when it happens.

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Accounts Payable Automation Allows You to Work Anywhere

For many years, the people in Accounts Payable have had to work long hours to make sure everything is paid on time. This often meant either staying late at the office or carrying boxes of paper home with you. With cloud-based Accounts Payable Automation, you can now work from anywhere.

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Why Can’t I Just Use Emails For Invoice Approvals?

Well, actually, you can use emails for invoice approvals.  The ESIGN Act outlines that electronic approvals are legal.  But that is not the real issue with using emails.

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Am I Required To Keep Paper Copies Of Invoices?

We still hear people worried about using an electronic process for approving invoices for payment.  One of their greatest concerns is keeping paper copies of the invoices.  Someone has told them that it is a legal requirement.  We have even seen people print invoices that were sent to them electronically just to have a paper record.  We have some good news for you.  We are going to let you in on a big secret. Electronic records, approvals, and signatures are legal and have been for over 20 years. 

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Don’t We Need Those Ink Approval Signatures?

We still hear people worried about using an electronic process for approving invoices for payment.  Below are a few of them.

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Why would I want to pay my bills faster?

Seems like a simple question.  Why would you want to give your money to your vendors faster? Shouldn’t you hold on to your money as long as possible?  Well, it depends. Each situation is unique, but here are a few reasons why:

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Working Remotely - Employees View

  • Communicate with your team more often

You no longer see them in the break room or pop by their desk so you are missing those informal conversations where you learn more about each other and you also solve challenges that you are stuck on. It becomes easy to get disconnected.  Take the time to chat with each other, you would be doing it at the office, so keep doing it now. Most teamwork tools allow you to chat, call, and even video call.  Use the tools.

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Working Remotely - Managers View

A few tips for helping your team work remotely.

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Accounts Payable Automation and Staff Reduction

When people hear “Accounts Payable Automation” they think jobs will be eliminated.  They think that there is no need for an AP team, since everything will be automatic, or they can cut the team AP in half because there is very little else to do.  We have not seen this to be true for small to medium sized businesses.  There are many factors that contribute to this.  We have outlined a few of them below.

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