Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
PaperLess Invoice Scanning is a certified software solution designed for Sage that enables businesses to effortlessly scan and attach invoices, significantly minimizing manual data entry through its Automatic Invoice Recognition feature. Users can easily retrieve invoices through a straightforward live lookup within their Sage accounting entries. For organizations aiming to maximize their Sage accounting capabilities, PaperLess Document Management integrates features such as Automatic Invoice Recognition, seamless Purchase Order matching and closure, online invoice approval, and comprehensive automation of emailed invoices. This online approval system is fully compatible with both Sage 50 and Sage 200, allowing users to streamline their invoice approval workflows based on various criteria like supplier, department, project, or cost center. Additionally, it enhances control over approved amounts, making it the top choice for Invoice Authorization Software tailored for Sage users. By implementing such a system, businesses can improve efficiency and ensure greater accuracy in their financial processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Ace Cloud Hosting
No
Sage 200
No
Sage 50
No
Sage Accounting
No
Integrations
Ace Cloud Hosting
Yes
Sage 200
Yes
Sage 50
Yes
Sage Accounting
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$3000 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
DocSavy
Country
United States
Website
docsavy.com
Vendor Details
Company Name
PaperLess Software
Founded
1997
Country
Ireland
Website
www.paperlesseurope.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No