Accounts Payable Document Management

Accounting Document Management

The founders of LSSP recognized that the inability to streamline business operations without staff intervention was significantly lowering the overall productivity and quality of industries of all types and sizes. For organizations to keep up with the fast-paced world surrounding the accounting industry, they must be able to easily manage and control their daily business procedures. With PinPoint Accounts Payable Document Management, you will decrease wasted time and increase client care and transaction time.

Have documents filed automatically from any application directly into you PinPoint Accounts Payable Document Management system, where the files can even be batched and filed into their proper folder(s). Client working papers can be submitted and retrieved in seconds by accessing the folder, and even searching for files by their content. File directly from your MS Office application, including Outlook, with one touch of a button!

Allow your clients to upload files to you securely, with automatic email notifications to the staff for handling. Control both your clients and your payables and expenses with PinPoint Accounts Payable Document Management.

Using PinPoint for Accounts Payable Document Management, you will effectively and efficiently manage:

  • Workflow Tasks for your firm
  • Client Interactions
  • Internal Operations
  • Human Resources
  • Business processes by eliminating the time spent to manually retrieve and file critical information

PinPoint Accounts Payable Document Management includes the following control centers (use any or all):

Client Quality and Compliance

PinPoint Accounts Payable provides you with an easy way to manage your vendors on a timely basis that keeps you up to date with the various taxing agencies. 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. With an online Client View Portal. Make documents more accessible, disperse immediate information and increase the quality in response time.

Workflow Operations

Built-in forms processing enables forms to be processed with the ability to attach workflow and tracking for the form to be completed. PinPoint can automatically assign a workflow based on a document type and route to users to notify them that there is a task waiting for them to perform. Your workflows can be set to be parallel or serial, meaning you can assign subtasks that must take place before the next user receives his/her notification. You also have the ability to update status and comments along the way, and can reassign workflow tasks at any time. Supervisor reports ensure that the workflow continues to move and is not delayed. You can assign workflow to groups and users as needed. PinPoint lets you add comments to content throughout the workflow using tools such as sticky notes or metadata notes to the document and workflow notes that are associated with any particular document. The assigned Supervisor for a given workflow can review any and all documents that are not completed and in progress. 

Financial Integration

PinPoint Accounting Document Management integrates with all other financial business applications, including those found in Microsoft Office. The system gives you the ability to route documents from your applications directly without printing or scanning and without human intervention. With a built-in sweeper application running 24/7, PinPoint has the added capability of batch processing and has an OCR engine that can sweep any and all file types. This makes it very easy to integrate PinPoint with the programs you already use, with just a click of a button.

  • Integration with all other applications, including Dropbox, Google Drive, OneDrive, Salesforce, QuickBooks, SharePoint, Adobe Create Suite, GP Dynamics, AutoCAD
  • Direct Importing and Exporting of documents
  • Route documents from your applications directly to PinPoint without printing and scanning
  • Built-in sweeper application running 24×7 with batch off-hours processing
  • OCR for over 400 file types
  • XML, ODBC, CSV Importation
  • Automatic search and locate from Other applications

Version Control

Complete version control is also built into the PinPoint application which gives users the ability to review all versions of any particular document that they have the rights to view. Users have the ability to add versions of documents, and have the option of replacing the original or saving multiple versions. Easy retrieval of all and any versions using quick access retrieval screens. MS SQL back-end enables limitless growth with no degradation to the performance. Robust for any number of active users.

Mobility

As a mobile ready document management system, PinPoint can be accessed from all smartphones (including iPhones, Androids, and Windows Phones) and tablets (including iPads, Android Tablets, and Kindle Fire). If your phone or tablet has a web browser and access to the internet, PinPoint will provide easy access to your data. PinPoint offers flexibility in which users can access data quickly from any location. Based on the permission you have set, each user can obtain file information with their mobile device and can follow through with their assigned tasks. Using the PinPoint Mobile App is fast and easy and is a great solution for doing your work on the go.

Data Capture

Capture any and all file types whether paper or already electronic. PinPoint captures metadata and content directly from the file to determine the location within your folders. Batch and multiple type documents can be scanned or imported and automatically broken up and filed properly. Users can scan directly into PinPoint or route electronic documents directly without physically printing or scanning. Through the use of its automatic sweeper application (ARIE), users can drag-and-drop files directly into the system and have them filed automatically. ARIE will identify the data and break-up the pages to file them into the proper location using Distribution Rules that you create. With a built-in OCR engine, PinPoint produces full-page and zonal OCR for electronic documents. You can also have the system merge documents automatically for you based on metadata and content. Any and all files (including audio and video) are accepted into PinPoint, including over 400 file formats.

Data Retrieval

Retrieval is fast and very easy to look up information and files, and does not take up the time that you need to spend on your core responsibilities at your job. Acquire your files anytime from any location with multiple search screens. Within your search, users can filter and drill down based on metadata and content making it very easy to locate any specific document. Once a document is up, users can view the history pertaining to that document and can view any and all versions to that document.
All files and documents are stored in their native format and can be exported by any authorized user. PinPoint creates a viewable image in a PDF format for comments and markups without having to launch the native application. If any updates to documents such as word files are needed, the user can check-out the document and make all necessary updates to the native file then check the document back in.

Key Features

  • Direct Scanning
  • Immediate access to client information
  • Productivity tracking and accountability
  • Faster response time for quality client support
  • Reduce paper and paper storage costs
  • Improve security and document integrity
  • OCR with content management
  • Document recognition & processing
  • Batch and multiple document type processing
  • Archival and share functions
  • Full security and audit trails, including quick view of complete document life cycle
  • Workflow with automatic notification and supervisor monitoring
  • Document retention management
  • Check-in/Check-out functions
  • Document version management
  • Annotations and redactions for any document format (scanned or electronic files)
  • Mail-Merge with content of documents or subjects

 

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