Docassist can be used to manage documents such as invoices before they enter the Netsuite accounting process. Different capture methods (email, upload, scan, or fax) place documents directly into a Docassist workflow or into an easy-to-use structure of cabinets, drawers, and folders. Attributes (such as the vendor name), are easy to assign to the document using expense and vendor lists from Netsuite that are available in Docassist drop-down menus. Or attributes can be automatically assigned using barcodes or zonal OCR. These attributes make it simple to search for the document and to automatically enter data in Netsuite. The document can go through a workflow in Netsuite or, upon completion of a workflow in Docassist, trigger an accounting transaction in Netsuite. Within Netsuite, relevant documents are listed with each accounting entry and are accessible just by clicking on a link.
"This integration enhances Netsuite's powerful accounting features by providing all the necessary documentation for AP transactions, while at the same time avoiding the need for dual data entry," says
Docassist makes cloud document management and workflow automation simple. Docassist customers can easily automate paper-intensive processes, work seamlessly from virtually any device, and integrate information with ERP and other business solutions. Docassist integrates with many ERP, accounting, CRM, and HR applications. Its powerful search algorithms make documents easy to find. For more information, please visit www.docassist.us or call 877-399-1100.
Carlos RaadDocassist 754-551-5153