Document Management for Acumatica by Altec

altec doclink
Acumatica Gold Partner

Document Management for Acumatica Cloud ERP

DocLink empowers Acumatica users to digitally transform operations for increased visibility and productivity in any department – accounts payable, accounts receivable, human resources, sales order processing, legal, and more.
Capture, process, retrieve and deliver documents automatically and securely. From anywhere at any time, documents can be created, processed and approved by anyone, on any device.

DocLink’s business benefits are tangible:

By eliminating manual processes, DocLink streamlines day-to-day tasks, providing complete visibility into all processes and data. Acumatica users’ benefit by better communications with customers, vendors and employees.

doclink process flow

DocLink for Acumatica

The full suite of DocLink features and functions are available.

Acumatica Workflow

DocLink utilizes workflow to integrate to functions in AP, AR, and HR throughout your organization.

Deployment Options

Whether you're in the cloud or on-premise, DocLink has solutions to meet your needs. The Doclink integration supports use with Acumatica on-premise and in the cloud so you have full flexibility.

On-Premise or Cloud Deployment

Doclink Feature Spotlight

See how to go through the entire Purchase Order Invoice Process using DocLink and Acumatica.

Overview include:

  1. PO Capture and Output
    Simplify process, eliminate scanning
  2. Receipt Entry
    Minimize data entry and minimize mistakes
  3. Invoice Automation
    Increase process volume, increase accuracy
  4. Link Payment to Invoice
    Better visibility to payables

SOLUTIONS FOR ALL INDUSTRIES

DocLink makes it easy for you to go paperless with Acumatica in several departments in almost any industry.

Distribution

Strengthen long-standing vendor and customer relationships with speedy, accurate information

Complicated operations can impinge upon long-standing relationships and excellent customer service but speedy, accurate information retrieval solves that right away.

Capture bills of lading and proof of delivery documents and make them accessible enterprise-wide.

Connect remote warehouses, distribution points, and business offices without delay.

Answer inquiries instantly by viewing specific PODs directly from your business application.

Use barcode features on receipts, bills of lading, pick lists, and other documents to monitor statuses and index all associated documents together.

Manufacturing

Automate data efficiently to improve quality assurance and production integrity

Quality assurance, remote work and production integrity are just a few areas where DocLink helps manufacturers succeed.

Accompany delivered products with certificates of compliance, test records, test record certificates, etc. to verify quality.

Equip team members doing site visits and fieldwork with adequate access to successfully complete customer jobs.

Eliminate problems with batches, lots, inspections, and FDA regulations with documentation and complete access to each piece.

Food & Beverage

Highly regulated industries require secure and easy-to-access document management

Secure management of financial documents and centralized communication are the simple answer to tying your organization together.

Securely store and retrieve certifications, sampling documentation, and FDA-required information.

Monitor inventory by managing requisitions and shipping lists and scheduling automatic alerts for future needs.

Take advantage of early pay discounts and make 100% on-time payments by shortening steps in your approval processes.

Configure 30-60-90 day reminders to notify of expiring product and personnel certifications.

Finance

Securely manage hundreds, thousands, and millions of documents daily with DocLink

Secure management of financial documents and centralized communication are the simple answer to tying your organization together.

Limit what your users can see based on property values that you have configured such as department and seniority.

Give users the flexibility to digitally approve/reject from any device and schedule alerts and reminders for action items.

No matter the number of locations your business has, every team member can have documents at their fingertips and not worry about delayed delivery periods.

Healthcare

Maintain HIPAA compliance while developing better patient and client service

HIPAA compliance regulations and client management are easily achievable through DocLink’s capabilities and securities.

Grant access rights through user-based permissions to prevent visibility of confidential information to unauthorized parties.

Use configurable Smart Forms to gather patient/client information into one space and personalize the delivery of pertinent documents.

Control the data auditors see during frequent reviews to give them access to the only information they need.

Services

As a provider of contractors, technicians, and other service professionals, be accurate and accessible to your team

Doclink mobile solutions can link your team to service orders with ease for greater visibility and better customer impact.

Keep account documents in one space for ease of access despite the number of projects and accounts open.

Automatically push vendor contracts to approvers for review, monitor expiration dates, schedule alerts, and track account information.

Equip staff with access to relevant account details during site visits and allow the capture of necessities in the field through Doclink Mobile.

Utilities

Handle the flow of service agreements, customer contracts, and more without worry

Easily and efficiently manage the constant flow of service agreements, contracts, remote site visits, and other documentation through automation.

Give user-based access rights to your team based on configured permissions and document types to regulate the release of confidential information.

Securely store and retrieve inspection records, resource readings, and other documentation required to be shown during site visits.

Send out automated billings, reminders, crucial information, etc. to clients based on criteria configured for your system to monitor.

Altec Customer Success Stories

It would take a week just to get an invoice, get it coded, get it sent out to them, get their manual approval and bring it back and then complete the process on it.

RACHEL NELSON
AP FOR ENGAGEMED

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