US - Florida - Jacksonville

Expand all | Collapse all

AP Document management software

  • 1.  AP Document management software

    Posted Mar 05, 2019 10:54 AM
    Hi All,

    So excited about my first post as a new GPUG member!!

    This post is also listed in the community group but wanted to drop it in my local Jax group.

    I am looking for recommendations for a AP document management system that allows for invoice scanning, virtual approval (a mobile app would also be good), integration into GP (would be great if it worked with Analytical Accounting), and any other useful qualities.

    Looking forward to your input, thank you in advance :)




    ------------------------------
    Natasha Thomas
    Jacksonville Jaguars, LLC
    ------------------------------


  • 2.  RE: AP Document management software

    Posted Mar 05, 2019 11:17 AM
    Good morning!  Saw your post and thought I would reply.  I am a Client Strategy Manager for InterDyn Artis, a partner in Charlotte, NC.  I work with our existing clients to help find solutions they are looking for their current tedious processes.  There are quite a few of these products on the market, but the two we use most often are AvidXchange and Kwiktag.  It really depends on what your budget is, but give those two a look.
    Thanks!

    ------------------------------
    Lise Cummings
    Client Strategy Manager
    InterDyn Artis
    (704)846-6750
    Lise.Cummings@interdynartis.com
    ------------------------------



  • 3.  RE: AP Document management software

    Posted Mar 05, 2019 03:17 PM
    Hi Lise,

    Thank you very much for those recommendations, I will take a look and see if anything fits.​

    ------------------------------
    Natasha Thomas
    Senior Accountant
    Jacksonville Jaguars, LLC
    Jacksonville FL
    ------------------------------



  • 4.  RE: AP Document management software

    SILVER CONTRIBUTOR
    Posted Mar 05, 2019 12:18 PM
    Natasha,
    I am responding to introduce myself and also ask you to consider DocStar for your AP automation solution.  DocStar has been a long time sponsor of GPUG and many organizations are using DocStar for AP automation with GP.  Please feel free to look at www.docstar.com for more details.  I hope to see you at the GPUG meeting on the 21st.  Have a great day!

    ------------------------------
    Dan Thomson
    Senior Territory Manager
    DocStar ECM by Epicor
    Pinehurst, NC
    ------------------------------



  • 5.  RE: AP Document management software

    SILVER CONTRIBUTOR
    Posted Mar 05, 2019 12:19 PM
    for more information, please send a note to dthomson@docstar.com

    ------------------------------
    Dan Thomson
    Senior Territory Manager
    DocStar ECM by Epicor
    Pinehurst, NC
    ------------------------------



  • 6.  RE: AP Document management software

    Posted Mar 05, 2019 03:16 PM
    ​Hi Dan,

    Thank you so much for reaching out. I would to learn more about what your organization has to offer. I will follow up this response with an email.

    Thank you again :)

    ------------------------------
    Natasha Thomas
    Senior Accountant
    Jacksonville Jaguars, LLC
    Jacksonville FL
    ------------------------------



  • 7.  RE: AP Document management software

    TOP CONTRIBUTOR
    Posted Mar 05, 2019 12:21 PM
    Hi Natasha and welcome again. So glad to have you as a member of GPUG and especially our Jax family!! We are in the midst of our own journey into AP Automation/Document & Expense Management solutions. I would be happy to share some contact information on the solution providers that we have researched and reached out to on this since they are all GP friendly. Unfortunately we have not yet gotten to the selection and transition process yet, so the help I am able to provide is just a starting point for contacts to get you started and maybe decide who may best fit in with your needs. Let me know if you're interested and I'll email you. Thanks!!

    ------------------------------
    Tasha Orange
    Jacksonville, FL
    ------------------------------



  • 8.  RE: AP Document management software

    Posted Mar 05, 2019 03:19 PM
    Hi Tasha,

    I am absolutely interested. We have a system we are using now but is not quite working for us. Please send over any information you think would be helpful.

    Thank You,

    Natasha​

    ------------------------------
    Natasha Thomas
    Senior Accountant
    Jacksonville Jaguars, LLC
    Jacksonville FL
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role