Your Document Management Knowledge Center

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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The Forgotten Side of Process Automation (Workflow)

The Forgotten Side of Process Automation

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Using Excel to Manage your Contracts…What Could Go Wrong?


Many people realize that they have a challenge with managing contracts.  Usually as a result of something bad happening.  A cell phone contract auto-renews at a high rate, a lease renews but they are moving to a new office. Once they realize the problem they quickly turn to Excel. It is easy to type information into the columns.  Usually, the vendor name, the type of contract, the start and end dates, and maybe who is responsible for the contract.

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Top 8 Takeaways from the 2016 InsideNGO Annual Conference

1. Enterprise Content Management (ECM) is Critical for Compliance

Compliance is easy... Said no one, ever. All of your policies, procedures, and controls mean nothing if you don't have a record of your actions. What are you going to say to the auditor? “Trust us?” That won’t get you very far.

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