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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OGBOOKS simplifies Oil and Gas Accounting processes, allowing users to efficiently manage their operations in-house with reduced time and costs using our OGBOOKS software. It encompasses various functionalities such as Accounts Payable, Accounts Receivable, Investor Management, Joint Interest Billing, and Payroll, among others. Users can easily import their revenue data from EnergyLink, ensuring seamless integration. The software also includes Automatic Backups and the ability to export data to Excel, along with features like Ownership Transfer and a Virtual Filing Cabinet for organizing documents. Scanning invoices and other paperwork is made easy with the Virtual Filing Cabinet, which enhances document management. Training options are flexible, available via the internet, phone, or in-person sessions. Users can access the user manual for guidance or view it directly from the Help menu within OGBOOKS. By importing EnergyLink data straight into the Revenue Distribution module, OGBOOKS eliminates the hassle of manual data entry, making the entire process straightforward, swift, and user-friendly. Moreover, the software is equipped with numerous additional features designed to streamline your workflow, and the Automatic Backups function ensures that your data is securely backed up locally without any extra effort.

Description

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign

Integrations

Docusign

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per user per month
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

Bayside Computer Systems

Founded

1975

Country

United States

Website

www.baysidecomputersystems.com

Vendor Details

Company Name

Paperless Online

Founded

2003

Country

United States

Website

paperlessonline.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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