Title: Go Beyond Paperless . . .
1 Presents
Electronic
Document Management for Sage Fund Accounting
Go Beyond Paperless . . .
2 Who is ACOM Solutions, Our
Integration With Sage Fund Accounting Software
and our Products
- 28 Years in Business Founded in 1983
- Over 4000 customers worldwide
- Sage Gold Development Partner
- Seamless Integration with Sage Fund Accounting,
AccPac ERP
and MAS - Sage Expertise, Sage Focus
- We create Business Process Improvement Solutions
that enhance your current Sage products
including - EZContentManager for Document Management
- EZPayManager for Automating Payments
- Laser Check Printing Software, MICR Printers and
Supplies - Website http//www.acom.com/erp_solutions/sage_mi
p_document_management.html
Go Beyond Paperless . . .
3What is an Electronic document Management System?
- An electronic document management system (EDMS)
is a computer program or programs used to - Capture, Track, Store, Manage, Share and Retrieve
documents and/or images. - Also known as an electronic filing
cabinet
Go Beyond Paperless . . .
4Why Non Profit Organizations need to implement an
electronic document management system
- Save Time
- Find what you want anytime, anywhere, no more
searching through filing cabinets or lost
documents again! Complete audits faster. Make
staff and volunteers more efficient, keep your
constituents, boards and donors well informed.
- Save Money
- Companies typically misfile up to 20 percent of
their records losing them forever. Thousands of
dollars worth of productivity is lost due to
searching, reproducing and the inability to find
the your information. Throw away those expensive
to purchase and maintain filing cabinets. - Keep the doors open in the event of a disaster
- 1 in 4 organizations would close within weeks if
they suffered the loss of paper-based records.
Implementing EZCM keeps you going. - Your Environmental/Social Responsibility Go
Green! - The average worker uses a sheet of paper every
12 minutes, and is responsible for the disposal
of 100-200 pounds of paper every year. Paper
files are doubling every 3.5 years..
Go Beyond Paperless . . .
5What is EZContentManager?
EZContentManager (EZCM) is ACOM Solutions
Electronic Document Management System.
Go Beyond Paperless . . .
6Get Enterprise Wide Benefits
EZContentManager is an enterprise-level solution
that automates the processes in paper-intensive
areas of your organization Accounting and
Finance Electronically store, share and route
invoices, statements, vendor contracts, etc. for
faster review and approval. Contracts and
Administration Store customer and job-related
contracts, change orders, credit applications,
for quick access when they are needed. HR and
Payroll Securely store employee information such
as receipts, passport copies, I-9 forms, employee
reviews, and more. Customer Service Easy access
to all the documents your customer service team
needs, lets your staff resolve issues quickly.
Your staff can find, file, fax, print or email
documents right from their desks. Sales Process
orders more efficiently, capture all documents
related to a transaction, and make it easy for
sales and customer representatives to quickly
access them.
Go Beyond Paperless . . .
7Moving from Manual to Automated Processes
Quickly Improve Productivity by Implementing EZCM
100 75 50 25
of business improvement
Productivity
8Quickly Launch EZCM from The Internet or From
Within Fund Accounting
Go Beyond Paperless . . .
9Automated Document Recognition and Data Capture
10Sage Fund Accounting G/L Setup and Segments with
Distribution Percentages
11EZCMs Drop Down GL Coding with Segments
Drop down to choose Sage MIP or MAS
- Drop down to choose BP or BS defaults to BP
The Organization Name option allows users (PS) to
import the correct segments for the organization
to which they are applying Segmentation. Some
non-profit organizations have multiple companies
Apply Offsets option. Offsets reduce the gross
amount of another account to derive a net
balance. Accumulated depreciation is an example
of an offset account, discounts on notes payable
is another
12Annotations Feature
- Documents stored in EZContentManager (EZCM) can
be annotated (marked-up) with notes, comments,
user date and time stamps, highlight text, add
images (including signatures) and more.
13Automated Document Retention
14Convert Your Slow Manual Processes into Fast
Automated Ones with Workflow
Complete your work in minutes instead of days
PO Generated
PO Sent
Go Beyond Paperless . . .
15Creating Workflows Is Easy With Our Icon Based
Drag-and-Drop Designer
Go Beyond Paperless . . .
16E-mail Notifications
17Approving Documents
18OUTLOOK Plug-In
- Instantly export email and their associated
attachments directly to the secure, web-based
EZContentManager application
19OUTLOOK Plug-In
- Instantly export email and their associated
attachments directly to the secure, web-based
EZContentManager application
20 With our Electronic Stapler Linking
Feature, you will be able to see all associated
documents no matter where they are stored