DocLink for Sage to Automate AP

1. Live Webinar:
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Welcome!

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
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3. Today’s Presenters
Sean Munzert | Net@Work
Client Care Manager
Doug Tanner| Altec
Senior Sales Engineer

4. 180+ Business
Technology
Architects and
Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed
Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. any document - any process - anywhere
DocLink for Sage:
Automate Accounts Payable
DOUG TANNER, SR. SALES ENGINEER

6. WE LIVE IN A DATA-DRIVEN WORLD…

7. Do you have access to
your own data?

8. HOW ARE YOU STORING DOCUMENTS TODAY?
file cabinet network
file share
software

9. Silos of
business
documents
Inability to
maximize
profits
Inefficient
business
processes
Operational
inefficiency
Lack of
visibility,
security, &
compliance
BUSINESS PROBLEMS WE ALL FACE

10. Does your current system require a lot of
touching, moving, & filing of documents?
Are your approval processes
manual and inefficient?
Do you spend a lot of time
doing data entry?

11. WHAT IS DOCLINK?
DocLink SMART FORMS
capture search & retrieve workflow automated delivery

12. DocLink for Accounts Payable

13. AUTOMATE ACCOUNTS PAYABLE
eliminated filing &
minimized data entry
timely
approvals
anywhere
self service
document access
streamlined approvals✓

14. SELF-SERVICE DOCUMENT ACCESS
• Searchable via desktop
& mobile
• Assign security
permissions

15. DIRECT ACCESS TO
DOCUMENTS
WITHIN YOUR ERP
WINDOWS

16. Company
Department
Document Type
Property Values
SECURITY

17. Give auditors access to:
• Documents for review
• Sophisticated activity reports
No more hunting down documents.
COMPLIANCE

18. TIMELY APPROVALS FROM ANYWHERE
• Eliminate late penalties
• Approvers respond through
DocLink client, email, or mobile
• Set automated alerts &
reminders
• Delegate workflow authority
while away

19. ELIMINATED FILING &
MINIMIZED DATA ENTRY
Automate document capture (email, fax, scan, barcode, OCR)
Leverage existing ERP data
Reduce human error
Automate indexing

20. Customer Evidence: Paper Storage
Midwest Manufacturer
$85,000 in
storage/retrieval charges

21. Government & education
software developer
$11,000 annually
in postage only
Customer Evidence: Delivery Savings

22. Process invoices
& payments efficiently
$40,000 salary
Customer Evidence: Increased Efficiencies

23. Cut paper &
office
supply
costs
Eliminate
off-site
storage and
retrieval
fees
Grow
without
adding
headcount
Reallocate
time for
strategic
initiatives

24. AP WIN: STREAMLINED APPROVALS
Approve, deny, and add notes to invoices from anywhere
Enter and approve GL account codes with ease
View all supporting documents
Delegate workflow when approvers are away
Reduce human error by leveraging existing ERP data

25. Please type in
your questions
Any Questions?

26. Thank You For Attending!
Sean Munzert | Net@Work
Client Care Manager
(P) 646-293-1781
(E) khummel@netatwork.com
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