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Software Recommendations requested for AR enhancement

  • 1.  Software Recommendations requested for AR enhancement

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Requesting recommendations to enhance our document management functions on our Accounts Receivable module.  We are looking for software that will give us the following functionality:

    Scan in multiple customer documents, attach to customer, be able to search on these documents
    Ability for customer to sign loan documents online and attach these to customer files
    Ability to search document repository for parent members that can be utilized for family members
    Ability to scan credit applications - with workflow options
    Notifications for expiring documents
    Ability to collect digital signature
    Ability to use barcodes
    Ability to link between 2 different accounting systems

    Experience and recommendations would be greatly appreciated.

    Thanks,



    ------------------------------
    Kathy Neufeld
    Controller
    Mid Kansas Cooperative
    Moundridge KS
    ------------------------------


  • 2.  RE: Software Recommendations requested for AR enhancement

    SILVER CONTRIBUTOR
    Posted 11 days ago
    Kathy,

    Have you looked a PaperSave?  I can get you a contact if you are interested.

    ------------------------------
    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    ------------------------------



  • 3.  RE: Software Recommendations requested for AR enhancement

    SILVER CONTRIBUTOR
    Posted 10 days ago
    We have not.  If Papersave can do most of the items/processes I have listed, then we would be interested.  Thanks for your response.


    ------------------------------
    Kathy Neufeld
    Mid Kansas Cooperative
    Moundridge KS
    ------------------------------



  • 4.  RE: Software Recommendations requested for AR enhancement

    SILVER CONTRIBUTOR
    Posted 9 days ago
    you can reach out to

    Holly Condon - 

    hcondon@papersave.com

    or


    Susan Troop

    stroup@papersave.com



    If you need any assistance in contacting them, just let me know.

    They are supporters of the User Group community and sponsor many of the shows.



    ------------------------------
    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    ------------------------------



  • 5.  RE: Software Recommendations requested for AR enhancement

    TOP CONTRIBUTOR
    Posted 9 days ago
    Hi @Kathy Neufeld

    There are many solutions out there for what you are describing.

    My favorite in Metaviewer - they are gold-standard when it comes to document processing, work flow and integration with GP.

    However, here are some others that I find to be awesome and have excellent customer service as well, depending on exactly what you are looking for.

    ​https://www.metaviewer.com/
    http://www.kwiktag.com/
    https://www.avidxchange.com/.\

    Again, there are many others.   Your partner would definitely have more information and if they cannot, for any reason, help you then @Kim Peterson knows all!​

    ------------------------------
    Kindest Regards,

    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    Advanced Credentialed Professional-Dynamics GP
    GPUG Academy Instructor
    GPUG GP Credentialing Exam Committee
    Chairman, GPUG Partner Advisory Board
    Dexpro Dynamics LLC
    Senior Consultant
    Milwaukee, WI
    770-906-4504 (Cell)
    ------------------------------