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Document Management Workflow QuickBooks

PaperSavePlus Premium Edition Efficiently Manages Your Document Workflow

PaperSavePlus Premium Edition is designed for companies that want the ability to batch scan papers and send documents through a workflow approval process before entering them into QuickBooks. Included in the purchase of Premium Edition is implementation and training by our PaperSave Team.

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Take Your Approval Process Paperless

You no longer need to send a hard copy of your invoice around the office for approval by managers or project leaders. With the Premium Edition, documents can be scanned into a workflow queue and then the scanned document can be approved before being entered into QuickBooks.

Here's how it works:

1. Scan documents into secure workflow queues for approvers to review. PaperSavePlus Premium Edition’s workflow queues can also receive scanned documents from remote locations as well as from Outlook, Microsoft Office or an electronic fax.

2. Managers receive an email notification that they have documents to approve. They can approve the document, send it to another person and make notes on the document. With everything conveniently located on the desktop, the approver can focus on the task at hand.

3. Upon approval, documents are immediately available for data entry into QuickBooks. During data entry, documents are attached to the QuickBooks record eliminating the mundane and time consuming task of filing in a filing cabinet.

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 Fast, streamlined workflow

Document Management Workflow QuickBooks


During the workflow, the approver can annotate, stamp, print, draw and email the document profile with valuable coding instructions. Users can also transfer documents securely between Workflow queues while PaperSavePlus Premium Edition records their movement with an audit trail. 




Automatic audit trail

Document Management Workflow QuickBooks


For accountability, you'll have the historic details of the entire approval process at your fingertips. 


See How It Works

Register for a free demo of PaperSavePlus Premium Edition today!  

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