Your company’s data moves from desk-to-desk and system-to-system every single day. No matter what department, DocLink streamlines all of those processes by capturing documents and data, moving them through an approval process, and then taking appropriate action. DocLink allows users to fully utilize and enhance their Sage Intacct solution to go paperless in any department – AP, AR, HR, legal, or across the entire enterprise. DocLink streamlines any business process and provides improved visibility and control to the entire document lifecycle. Offering a secure, single repository to store, search for, retrieve and send all documents, DocLink effectively eliminates the need to file paper documents while improving organizational efficiency and reducing costs associated with human errors. DocLink’s seamless integration with Sage Intacct helps simplify and automate the most paper-based processes in any organization, increasing workplace efficiencies by providing secure and easy access to information that improves decision-making and customer service.

Key Benefits:
 

• Secure Document Storage – Track, store & access any documents, anywhere, anytime, from any device.
• AP Integration – Simplify the matching process for purchasing invoices & the approval/coding of supplier invoices while still making those documents available from within Intacct as well. Also streamline associated processes like the approval & coding of monthly credit card statements & expense reports.
• Workflow – Streamline any review & approval process, including AP.
• Simplified Document Capture – Capture documents from Intacct simply by printing them to DocLink. DocLink also captures emails, scanned documents, faxes, barcodes, XML files & file uploads from DocLink’s mobile app; and OCR can be used to automate the capture of data from these documents.
• Smart Forms – Configure your own DocLink windows for processing & approving your documents, or to create new documents.
• Mobile Access – Allow secure access, approval, & capture of documents instantly on mobile devices.
• Automated Delivery – Schedule & automatically distribute documents to your customers & suppliers. DocLink can even find any supporting documents & include them using the preferred delivery method.

AP & Beyond: https://www.youtube.com/watch?v=ajuSH8JBn_s
Making a Digital Transformation: https://www.youtube.com/watch?v=38oGWuvxayQ

 

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License;
Sage Intacct Platform Services

Price:
Paid Application

Integration Approved Countries:
Canada; South Africa; United States; South Africa;