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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.

Description

Edstruments is a financial management platform designed to present budgetary and HR data in a clear, timely, and actionable manner for leaders in various sectors. Tailored for K–12 schools, higher education institutions, nonprofits, government entities, accounting firms, and other organizations with missions, it effectively replaces outdated spreadsheets, static reports, emailed documents, and separate staffing files with user-friendly cloud-based tools. The Real-Time Budget Management feature employs dynamic visualizations, straightforward search and filtering options, adaptable permissions, and seamless ERP integration to assist leaders in monitoring their income and expenditures, adjusting forecasts, managing fund allocations and restrictions, and ensuring that spending aligns with the organization’s objectives. Additionally, the Collaborative Budget Planning function enables stakeholders to offer specific feedback, utilize historical data from previous years, evaluate different scenarios, consolidate budgets across various cost centers, and delve into individual plans without facing version-control challenges. This innovative approach not only enhances financial oversight but also fosters a culture of collaboration and transparency among all participants.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AccuFund
Ascender
Blackbaud Financial Edge NXT
LINQ
Multiview ERP
NetSuite
QuickBooks Online
Sage 100
Tyler Content Manager

Integrations

AccuFund
Ascender
Blackbaud Financial Edge NXT
LINQ
Multiview ERP
NetSuite
QuickBooks Online
Sage 100
Tyler Content Manager

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DocSavy

Country

United States

Website

docsavy.com

Vendor Details

Company Name

Edstruments

Founded

2019

Country

United States

Website

www.edstruments.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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