Accounts Payable Document Management | PinPoint Electronic Document Management

PinPoint Accounts Payable Document Management is a powerful centralized document repository for all Vendor files. Control, organize and search at the click of a button. Accounting can review and find past records in seconds, not minutes. Run data reports for statistical review. Automatically files all your vendor bills, contracts, statements, charge-backs, drawings and specifications, photos and all files associated. Electronic Signatures built-in.

Workflow can also be set for automatic tasks to execute for example: start a workflow in one year and every year on a certain policy with full audit trail. Built-in On-Boarding can notify you of missing files needed for new vendors, and automatically track them. PinPoint Accounts Payable Document Management provides you with an easy way to manage your vendors on a timely basis that keeps you up to date. PinPoint is a leading Document Management software that allows you to perform business processes in a paperless format. The benefits of using PinPoint are endless, as the system can integrate with any of the programs you currently use, including but not limited to QuickBooks. Includes an online Vendor View Portal. Make documents more accessible, disperse immediate information and increase the quality in response time.

Program Keypoints

  • Integrate with your other applications and accounting applications
  • File directly from MS Office Suite
  • Built-in automation to file critical documents, with easy retrieval of information
  • PinPoint delivers easy access to information with a centralized document management repository
  • Review of files by all are audited for compliance reporting
  • Electronic Signature built-in
  • Workflow and reminders to insure completion on-time
  • Improved QA tools to organize your organizations documents safely and securely
  • Easily file documents from within your business applications
  • Version control and history tracking
  • Store any type of files with full security and history trail
  • Simplify file search efforts including full text content and metadata
  • Easily file emails and their attachments with one click from Outlook
  • Easy to use look-up screens to retrieve reports, invoices, contracts, orders, etc.
  • Drag and drop any file type to your folders directly in PinPoint
  • Definable ways to classify, describe and organize files
  • Check-In/Check-Out with version management
  • Client Portal enables Web access to documents for external parties
  • Forms - fill out forms directly into your PinPoint Document Management Software

Additional Resources

  • Project Manager assigned to your organization for One-on-One implementation
  • System is defined to match all your information elements you need for each area
  • Load your previous electronic files automatically with full text search ability
  • Automatically updates to new versions of the software
  • On-going support & training always.  We do NOT outsource, so you are always working with a PinPoint Automotive Document Management Project Manager
  • Ability to quickly send documents for signatures and seamless retrieval
  • Integrate with QuickBooks, Great Plains, Sales Force, SharePoint, MS Office, OneDrive
  • Access from any location using any device
  • Audit log reporting for complete compliance
  • Complete API as well for use if needed