“There has got to be a better way!” How many times have you said that during your work day? Whether it’s creating a new document, entering data into QuickBooks, or managing your file system, efficiency is critical! My business requires new techniques or shortcuts that heighten the efficiency of existing programs and/or new applications that have the answer wrapped up in a box.
Recently I have come across two new solutions that integrate with other office software. Both of these applications offer an efficient solution for document management and file sharing and both integrate with QuickBooks.
Who are they and how do they work?
SmartVault is an easy and secure document management system designed specifically for QuickBooks users. You can store and share your QuickBooks company files as well as scanned paper documents. When you store your documents with SmartVault, your files are always available online, anytime and from anywhere. The SmartVault Toolbar allows you to scan and attach files directly to entries in QuickBooks, making your bills, receipts, bank statements, employee records, etc. easy to find access.
CNG-Books, (electronic document management software that allows you to scan documents for entry as QuickBooks transactions (i.e., bills, payments, invoices, etc.). When the document is filed, a corresponding transaction is automatically created in QuickBooks with amounts and transaction appropriate information. Vendor bills, customer payments, and credit card expenses can be locally scanned or faxed from remote locations to a fax server for entry. When filing documents, the CNG-BOOKS user is presented with the same pull down and data entry fields used in QuickBooks ensuring that transactions and documents are uniformly filed. The scanned documents are then stored in CNG’s Shared Access Filing Environment (SAFE).
Follow the links below for more information on each of these services/products.
http://www.smartvault.com/
http://www.cabinetng.com/products/cng_books.php
