Document Management Options

Today’s accounting systems usually have some form of document management built into it. This includes:

1) PDF generated customer invoices and statements, vendor purchase orders and payment vouchers.

2) PDF generated documents saved into designated archive folders.

3) Optional linkage of document attachments to customer, vendor, employee and item master records.

A pdf generated invoice or statement paints the look of that form onto plain white paper and includes different size fonts, bold and italic attributes, shading, boxes, and clip art such as a logo.

Accounting software users have always had screen recall and printed hard-copy of data related to customer and vendor information in report format. Today, computer savvy users expect to see pdf formatted accounting software-generated documents organized by transaction date or document type and indexed by master id such as customer, vendor, employee or item number.

An accounting system that does not offer this may require extensive customization.

You are looking for someone who understands your business and will help you navigate your needs. It’s your money and business on the line. Give us a call at (773)502-5771 to get you on the right track.

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