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Compatible Workflow, Document Imaging, and OCR

  • 1.  Compatible Workflow, Document Imaging, and OCR

    Posted 16 days ago
    I'm looking for a short-list of vendors that provide Workflow and Document Imaging for Accounts Payable.  (OCR would be a bonus but not required.)  We are looking for a vendor that already has integrations with GP to avoid as much customization as possible.  What do you recommend?

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    Tracy Kilgroe
    Safe-Guard Products International, LLC
    Atlanta GA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Compatible Workflow, Document Imaging, and OCR

    GOLD CONTRIBUTOR
    Posted 11 days ago

    We currently use Filenexus as our document repository.  

    http://www.filenexus.com/index.php/owensboro-municipal-utilities-deploys-filenexus-to-archive-and-manage-millions-of-records/



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    Greg Wahl
    IT Applications Supervisor
    Owensboro Municipal Utilities
    Owensboro KY
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Compatible Workflow, Document Imaging, and OCR

    Posted 10 days ago
    We use MetaViewer by Metafile.  Our AP staff loves it and they are very accommodating.  Their website is www.metafile.com.  I highly recommend it.

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    Carla Jones
    Arkansas Blue Cross Blue Shield
    Little Rock AR
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Compatible Workflow, Document Imaging, and OCR

    Posted 10 days ago
    Good Morning
    We use KwikTag for imaging and repository currently. We are looking to implement their AP Automation piece which includes workflow and OCR capabilities.

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    Alicia White
    Papa Murphy's
    Vancouver WA
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Compatible Workflow, Document Imaging, and OCR

    Posted 9 days ago
    Hi Tracy,

    Considering your comment about "avoiding as much customization as possible" I thought I would mention that starting with GP 2015 there is Workflow and Document Attachments built in to Dynamics GP that my users have really liked.  After upgrading to GP18.3 there are even more Workflow options.  To my knowledge there is no built in OCR option, but that was not a requirement in my company.

    @Shawn Dorward has a great blog post about GP's built in Workflows here: https://www.gpug.com/blogs/shawn-dorward/2019/10/22/workflowdynamicsgpfall2019.​

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    Tori Channell
    Aviagen North America, Inc
    Huntsville AL
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Compatible Workflow, Document Imaging, and OCR

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Since 2014 we have been using DOCLINK from altec, inc.  it works well with GP and is integrated to GP and K2A.

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    Chuck Curtiss
    IT Mgr.
    BNI Coal, Ltd.
    Center ND
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Compatible Workflow, Document Imaging, and OCR

    GOLD CONTRIBUTOR
    Posted 7 days ago
    We have been using CoreIntegrator since 2014 and our users love it.  It's very easy to use and maintain.  We have continuously added new functionality to the software.  It integrates with Great Plains and has OCR functionality.

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    Theresa Rago
    Manager, Financial Systems
    CV Starr & Co, Inc.
    New York NY
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Compatible Workflow, Document Imaging, and OCR

    SILVER CONTRIBUTOR
    Posted 7 days ago
    We have been using AvidXchange for nearly 7 years.  We liked this system because it does have the capacity to work with AP, Purchasing, and expense.  It does allow for intercompany transactions and does connect with GP with little hand holding.  It can handle complicated routing based on dollar thresholds.  The system does have OCR; however, we are not currently using it.  This is a web-based system, so is accessible on mobile devices; however, does not have an app to help manage receipts.  The reporting is basic; however, if you want to customize the reports for an additional one-time fee the team is good to work with.

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    Joni Welling
    Director of Accounting Services
    Affiliates Management Company
    West Des Moines IA
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    Academy - Online Interactive Learning from Experts


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