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7.9 customer survey score from 61 surveyed on 09/28/2007.
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Read a review from one of our professional advisors.
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Read about how other firms have implemented this solution.
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Tech Check completed for this solution.
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CNG-Books streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process. Vendor bills, customer payments and credit card receipts are brought into CNG-Books in a wide variety of formats including: PDF, Microsoft Word, Microsoft Excel, Text documents, and scanned or faxed images. While viewing the document, CNG Books simplifies data entry by synchronizing information directly from QuickBooks using familiar pull down menus. This saves time and improves accuracy. With the click of a button, the data is entered in QuickBooks and the document is filed. If a Cabinet NG folder does not exist, CNG-Books automatically creates one using the customer/vendor information obtained from QuickBooks. IDN Gold Developer.
CNG-Books has the ability to add documents to an existing transaction, and general documents (such as a contract) to a vendor or customer record in QuickBooks. This methodology provides instant access to all supporting transaction documents and any associated documents about a customer or vendor from the QuickBooks software package– without leaving the desk.
CNG-Books supports storing documents in the secure and flexible Cabinet NG Shared Access Filing Environment (CNG-SAFE) Document Management solution. With CNG-SAFE, companies can also manage large volumes of documents, optimize workflow, enforce privacy, and improve efficiency throughout the organization, all without burning a path to a wall of filing cabinets that use precious floor space.
CNG-Books goes one step further by adding the ability for QuickBooks to locate and display any filed document associated with a specific Transaction, Vendor or Customer directly from within QuickBooks (requires QuickBooks 2005 US version or higher).
Cabinet NG’s focus is to help you consolidate your accounting data and documents, eliminate misplaced documents and lost folders, and improve office productivity. If your goal is to save money, improve workflow, and streamline the workload, then you should consider Cabinet NG.
More about using CNG-Books with CNG-SAFE
Manage virtually any type of document – Using CNG-Books with CNG-SAFE, all your information is consolidated into one easy-to-use organized system.
• Email
• Forms and other custom documents
• Existing documents via scanning
• Memos
• Faxes
• Audio files
• Data from other applications:
- Database reports
- Office Suite documents
- Financial software
User-friendly process – Moving a traditional business process to an automated solution can seem quite daunting. One of the most important features of the CNG-SAFE is the inherent simplicity built into the user interface. After just a few days of use, many customers are delighted with the amount of time they’re saving.
Built-in format independence – CNG-SAFE is compatible with other applications straight out-of-the-box
• Work with documents in their native format and application
• Consolidate pertinent documents from different applications in a single folder
• Preserve openness to future capabilities
Optimized and efficient workflow – CNG-SAFE helps accelerate workflow across the organization
• Improve efficiency and customer service - employees can access customer information to answer questions while the customer is on the phone
• Document and folder routing – gets information into the right hands for prompt attention
• Communicate and share files using standard applications and email programs
• Sensitive to your business processes and supports your rules
• Accessible by anyone with proper authority
• Add new customers more efficiently
• Scale your business without adding headcount
• Instant access to remote files
• Improve records quality and accuracy
Security and Tracking – Limit access to files and track where files have been and where they’re going
• Critical tool for achieving regulation compliance
• Management reporting – ability to run a report to show audit trail
• Know where your files have been and where they are going—Eliminate the guesswork
• Enforce detailed control over document access rights at the user, cabinet, folder, and document level
• Supports version control, retention policies, and other Information Lifecycle Management (ILM) Functions