Automating Your AP Processes_No More Typing-Retyping

1. Live Webinar:
Webinar Audio:
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Welcome!

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel

3. Today’s Presenters
Kelly Hummel | Net@Work
Sage Practice Director
Himanshu Jain| Altec
Sales Engineer

4. 180+ Business
Technology
Architects and
Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed
Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. any document - any process - anywhere
Automating Your AP Processes with DocLink:
No More Typing/Retyping
HIMANSHU JAIN, ALTEC SALES ENGINEER

6. WE LIVE IN A DATA-DRIVEN WORLD…

7. Do you have access to
your own data?

8. HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

10. DocLink for Accounts Payable

11. AUTOMATE ACCOUNTS PAYABLE
eliminated filing &
minimized data entry
timely
approvals
anywhere
self service
document access
streamlined approvals✓

12. MINIMIZING DATA ENTRY
Automate capture & indexing
Reduce manual reconciliations and matching
Leverage existing ERP data & reduce human error

13. CAPTURE
DATA
ANYWHERE

14. SELF-SERVICE DOCUMENT ACCESS
• Searchable via desktop
& mobile
• Assign security
permissions

15. DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

16. Construction Services
Contractor
2+ million
documents in DocLink
Customer Evidence: Immediate Access

17. APPROVALS
FROM YOUR
MOBILE DEVICE
AND EMAIL

18. DELEGATE
WORKFLOW
AUTHORITY
WHILE AWAY

19. SEAMLESS
INTEGRATIONS
Uninterrupted, deep integration
between DocLink and your ERP allows
data flow side-by-side
DocLink
ERP

20. INTERNAL BUSINESS PROCESSES
New vendor setups
Miscellaneous check requests
Expense reports
Credit card processing
Telephone/Utility bills for different locations & departments

21. Accounting Manager / Controller

22. ACCOUNTING
MANAGER /
CONTROLLER
Visibility & Reporting
Improved Accuracy
Higher Value Add

23. VISIBILITY & REPORTING
Monitor workflow statuses
Manage audit trails
Improve financial reporting
Streamline inter-company accounting

24. IMPROVED
ACCURACY

25. HIGHER VALUE ADD
to file a
document
to retrieve a
document
to re-create
a document
$20 $120 $220
*data from PricewaterhouseCoopers

26. Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges

27. Accounts Receivable

28. ACCOUNTS
RECEIVABLE
Quick Invoice Delivery
Supplemental Documentation
Improved Customer Service

29. AUTOMATED DELIVERY
Automate through preconfigured routing rules
Attach all backup documentation for one send
Customize method of preferred distribution
Specify delivery schedule

30. Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings

31. Chief Financial Officer

32. CHIEF
FINANCIAL
OFFICER
Increase Productivity
Manage Compliance & Risk
Enterprise-Wide Solution

33. Process invoices
& payments efficiently
$40,000 salary
Customer Evidence: Increased Efficiencies

34. Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE

35. ENTERPRISE-WIDE SOLUTION
Human Resources (onboarding, certificates, etc)
Contract Management (internal, external, etc)
Facilities Management (service requests, builds, etc)
Field Services (mobile capture, service calls, etc)

36. Cut paper &
office
supply
costs
Eliminate
off-site
storage and
retrieval
fees
Grow
without
adding
headcount
Reallocate
time for
strategic
initiatives

37. AP WIN: STREAMLINED APPROVALS
Approve, deny, and add notes to invoices from anywhere
Enter and approve GL account codes with ease
View all supporting documents
Delegate workflow when approvers are away
Reduce human error by leveraging existing ERP data

38. Quick Peek:

39. Please type in
your questions
Any Questions?

40. Thank You For Attending!
Kelly Hummel | Net@Work
Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
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