Your Document Management Knowledge Center

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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Improve Customer Service with Document Management

Businesses looking to gain an advantage over their competitors know that providing excellent customer service is the defining factor that puts them ahead.

They take the time and invest in their customer service systems and automate their business processes to ensure everything runs smoothly and efficiently. It could be as simple as being able to retrieve information faster than their competitors, and being able to do so doesn’t go unnoticed by potential customers.

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3 Steps to Automate Your Business Processes

Automating your business processes is an excellent way to increase workflow efficiency. It can help your company streamline its communication, enforce accountability, and reduce its overall costs.

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How to Deal With – And Prevent – Paper Document Clutter

If you’re like most people, you’ve got some stacks of paper sitting on your desk awaiting your attention. But you’re super busy, and pretty soon you’re surrounded by a variety of piles and stacks – enough to make your blood pressure rise when you walk into the office.

In situations like this, confusion easily abounds and your productivity slowly decreases. You’re not sure where to find things, what’s important and what’s not, or where you should even put the stuff.

It’s easy for important documents to get misplaced or put at the bottom of the stack. Worst of all, this can be a huge liability for your company as important workflows halt or critical documents get lost or stolen.

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Document Technology Will Fail Without Defined Document Processes

Think putting all your documents “in the cloud” will solve your frustration in trying to find and collaborate on documents?

Think again.

There are a plethora of solutions out there that allow you to put your documents online for all to view and share. (All those with access rights, that is!) It’s pretty simple, really.

However, for most companies – especially those with multiple branches and locations – having folders in the cloud is just one teeny tiny part of the solution. By focusing on that alone, you could very well be just moving your problems from one platform to another.

Here are 4 document processes every company should clearly define before they do anything else:

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