Pairing Microsoft Dynamics with ECM for Accounting Practices

Posted by Lauren Ford on Oct 24, 2017 1:45:00 PM

Over 47,000 businesses around the globe are using Microsoft Dynamics® GP to gain greater control over financials, inventory, and operations. And why wouldn’t they? As a complete enterprise resource planning (ERP) solution, Dynamics GP supports business data and initiatives, empowering accounting professionals to take part in successful, more informed decision-making.

Whether you are considering Dynamics GP as a new business solution, or are an existing customer looking to expand on current capabilities, there are integration opportunities such as the Microsoft Dynamics GP Connector, that combines the power of Dynamics GP with Enterprise Content Management (ECM) software. This unique integration streamlines data processing and collaboration through high-powered document automation. Square 9’s ECM software captures business-critical accounting data that pushes straight into Dynamics GP, eliminating manual data entry and enabling users to manage documents with far greater efficiency.

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Topics: Accounting, Automation, Document Workflow, Collaboration, Enterprise Content Management

Trends in ECM: Web-Based Document Management Takes the Lead

Posted by Lauren Ford on Oct 18, 2017 9:19:19 AM

Enterprise Content Management (ECM) has been a longtime proven necessity for businesses looking to establish more efficient document processes. Also known as document management, ECM has evolved overtime, and continues to do so as a number of new trends have emerged. But behind each new development is the same theme - taking the comfortability of the desktop to the web.

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Topics: Document Management Software, Automation, Document Workflow, Mobile Document Management, Enterprise Content Management

AP Automation and How it Solves Paper-Based Challenges

Posted by Lauren Ford on Sep 13, 2017 3:06:24 PM

Accounts Payable (AP) departments are responsible for making payments owed by a company to its suppliers. Being that every company has bills to pay, AP processes are critical to revenue management. But there are many challenges to paper-based accounting practices that can negatively impact a company’s profitability, including time-consuming invoice approval, error-prone data entry, and missed payments. However, AP tasks are essentially universal and highly repeatable, which can be greatly improved with digital process automation.

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Topics: Paperless Office, Accounting, Document Management Software, Automation, Productivity, Enterprise Content Management

Document Management Benefits Non-Profit Organizations

Posted by Lauren Ford on Sep 5, 2017 3:21:00 PM

Is your non-profit organization cluttered with volunteer applications, donor records, board member files and tax returns? Increase your file organization and staff productivity with a structured yet customizable document management solution, built to reward storage reductions, improve workflow and provide immediate access to volunteer-related information. In return, this drastically shortens document retrieval times to ensure a smooth donation process. Document management software can also help non-profits to increase compliance and document security, while decreasing office supplies and equipment costs.

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Topics: Web Forms, Paperless Office, Compliance, Document Management Software, Automation, Document Workflow, Enterprise Content Management, Non-Profit, Capture

Top 4 Benefits of Automating Your Payables Process

Posted by Lauren Ford on Aug 15, 2017 3:12:39 PM

Arguably one of the most business-critical departments, Accounts Payable (AP) staff work daily on document-intensive tasks including invoice processing, three-way matching, payroll management and administrating payment records. Working with paper-based files can cause AP employees to capture data inefficiently and inaccurately. Paper records can also build up quickly, causing data entry processes to become very cumbersome, especially if your company has a large number of invoices. 

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Topics: Accounting, Document Management Software, Automation, Integration, Enterprise Content Management, QuickBooks

Understanding Paper Costs: 4 FAQs

Posted by Lauren Ford on Aug 8, 2017 1:15:00 PM

How much money does your company spend managing paper every year? Most people do not have an answer to this question, or know how to reach one. Of course, paper related expenses vary by company, however the costs of managing paper overall are quite expensive. Individual companies need to distinguish current paper-based costs in order to fully comprehend the benefits of implementing a document management solution. Let’s take a look at 4 of the most frequently asked questions surrounding paper management costs.

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Topics: ROI, Paperless Office, Document Management Software, Digital Storage, Efficiency, Productivity, Enterprise Content Management

Strategies in Document Management: Barcode Recognition

Posted by Lauren Ford on Aug 1, 2017 1:11:00 PM

The utilization of barcodes continues to evolve with advancement in technology. Even a smartphone has the ability to scan for product information, to play music, and enter contests. Readily available and accessible, computers can easily read these embedded encryptions, and innovative organizations are taking full advantage of their capabilities.

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Topics: Document Management Software, Enterprise Content Management, Barcode, Capture

Ditch File Cabinets, Improve Productivity

Posted by Alyssa Anderson on Jul 25, 2017 3:15:00 PM

Many organizations still rely on filing cabinets to store and protect their most sensitive workplace records. However, today’s office space is being used more resourcefully, and bulky file cabinets pose more problems than real estate. From accessibility to productivity, old storage methods like filing cabinets can drastically minimize an organization’s efficiency, time and cost savings. Are you looking to improve records management processes in your business? Start by ditching those filing cabinets for a digital solution.

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Topics: Paperless Office, Document Management Software, Digital Storage, Efficiency, Document Workflow, Collaboration, Mobile Document Management, Security, Productivity, Enterprise Content Management

Alleviating 4 Common Business Pains with an ECM Strategy

Posted by Alyssa Anderson on Jul 18, 2017 3:15:00 PM

On average, with every new year in business, organizational content increases by 200% (Forrester Research). Although the popularity of digital documents continues to grow, paper is still dominant in business. With documentation moving between departments and file cabinets, not having control or a strong document management strategy in place could lead to processing challenges and a heavy increase in costs.

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Topics: Paperless Office, Compliance, Document Management Software, Document Workflow, Integration, Mobile Document Management, Enterprise Content Management, Capture

Enterprise Content Management: 5 Ways to Boost Business Efficiency

Posted by Alyssa Anderson on Jul 11, 2017 1:15:00 PM

Regardless of the industry or size of your organization, there are many reasons why Enterprise Content Management (ECM) software is important to your business. By implementing an ECM  system, you can streamline all of your day-to-day document demands. From efficiency, security and collaboration, smart content management will allow you to improve each, so you can spend less time sorting through documents and more time doing business.

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Topics: Paperless Office, Document Management Software, Document Workflow, Collaboration, Mobile Document Management, Customer Service, Enterprise Content Management