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8.1 customer survey score from 08 surveyed on 09/19/2007.
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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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Award winning gold certified SourceLink, from Personable Inc., automates the flow of documents to save thousands of dollars every year for its users. As the leading document management system for QuickBooks, SourceLink is a fully integrated software in QuickBooks that works with all possible QuickBooks list items and transactions.
Personable provides two editions for QuickBooks users: SourceLink Standard Edition and SourceLink Management Edition. The user can attach, detach, scan in and view linked documents and/or email links with or without records in QuickBooks with a click of the mouse - the process of linking documents is as simple as attaching a document to an email!
• Integrated email function to source documents from QuickBooks records
• Automated reminder of Hot Notes
• More granular automated transaction prompts
• Added support of Internet documents, URL
• Automated backup and restore of SourceLink configurations and My Notes
• Filing and retrieving documents electronically with any of the 26 different QuickBooks record types
• Drastically improving user’s audit trails and data integrity
• Simplifying compliance with regulatory mandates
• Attaching electronic sticky notes to any of the 26 QuickBooks record types
• Avoiding problems with misfiled, damaged, and lost documents
• Securing and/sharing attached files with other users
• Accomplishing the above tasks with a well designed and easy to use user interface
•No proprietary system, uses the system of your windows
SourceLink 4.1 Management Edition (ME) is the solution for A/P and A/R managers in
need of management solutions through the setup of rule-based operations and strong authentication. SourceLink 4.1 ME now enables the rule- and/or role- based approach to support internal control processes, which can be applied to financial account management, credit limit management, and fraud prevention for QuickBooks users. SourceLink 4.1 ME gives QuickBooks users automated business processes for compliance with company policies, governing privacy, security, financial integrity and operation controls.
In addition to all the document management features in SourceLink 4.1 Standard Edition, QuickBooks users can use SourceLink 4.1 ME to administer automatic detection of and response to potential risks. With SourceLink 4.1 ME, QuickBooks users can:
• Set up rule- and role- based company controls for Accounts Payable (A/P) and Accounts Receivables (A/R)
• Approve, disapprove and void A/P and A/R transactions
• Generate approval requests at the creation of transactions automatically or manually
• Requests and approvals are integrated with automatic email notifications
• Improve the management of vendor and customer relationships
• Limit the potential threat of operation breaches and reduce financial risks
• Manage user identities by adding, modifying and removing approvers and requesters
• Audit transaction trails by following the protected history of the events
Whether you choose to use the Management or Standard Edition, SourceLink lets you attach electronic sticky notes to your QuickBooks records. You can keep track and stay on top of the tasks or notes associated with each QuickBooks record. This new technology supports QuickBooks 2007, 2006, 2005 and 2004 Pro, Premiers, and Enterprise Editions. In addition, SourceLink 4.1 SE/ME now supports QuickBooks Canadian Edition.
With SourceLink, QuickBooks users will now be able to electronically track all the documents associated with their QuickBooks records cost effectively. The days of searching through files and boxes for documents associated with a transaction are gone.
SourceLink’s implementation is simple for any business already using QuickBooks because it operates from a simple user interface within the QuickBooks application. SourceLink runs within multiple company files, and users have the ability to attach existing documents already in the computer, or to attach documents from a scanner.