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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Executive Series offers a highly adaptable and fully integrated accounting solution designed for multiple companies, featuring robust drill-down capabilities. This accounting system can be accessed either through a web/cloud subscription model or through a traditional client/server deployment. Among its standard functionalities are document scanning, customizable security settings, file attachments, and the ability to manage workflow routing and approvals. With its multi-entity support, users can effortlessly handle hundreds of companies without needing to switch between them. A vast array of standard reports is at your disposal, which can be generated for individual companies, groups, or all entities simultaneously. The system includes automated workflows with built-in routing and supports both initial approvals and re-approvals. Additionally, flash note reminders enable users to determine specific times and locations for alert notifications. Report maintenance is made simple, allowing for easy report customization, and user-defined calendars can accommodate over 999 accounting periods for each fiscal year, ensuring flexibility in financial management. Overall, the Executive Series provides a comprehensive solution that enhances efficiency and streamlines accounting processes across multiple businesses.

Description

The TriDoc system allows you to securely store your electronic documents along with their associated information in a manner that is both secure and traceable. TriDoc's database technology ensures that documents intended for long-term retention are protected adequately. The system's integrated workflow module facilitates the processes of document creation and approval seamlessly. With the newly enhanced approval workflow, you can easily establish intricate approval paths tailored for various document categories! You can simply specify who has the authority to undertake specific actions on designated documents through the built-in authorization management feature. Additionally, TriDoc enables the definition of both data-level and functional authorizations for enhanced security. Incoming documents can be automatically organized using group filing channels, and documents that are scanned, faxed, or emailed are incorporated into the TriDoc system automatically, guided by preset parameters, without requiring any human interaction. This automation not only saves time but also minimizes the risk of errors during document entry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10.22 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

Searer Business Technology

Founded

2000

Country

United States

Website

sbtexecutiveseries.com

Vendor Details

Company Name

Trilobita Informatics

Founded

1997

Country

Hungary

Website

www.tridoc.eu

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

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

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Alternatives

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