ERP Integrations for Accounting Document Management Workflow Solutions
Increase visibility into ERP transactions with Accounting Document Management
Your ERP business applications (SAP, Microsoft Dynamics, Oracle, Lawson, PeopleSoft, JD Edwards, etc.), are at the heart of your everyday operations, and run your core business processes. When working within those business applications, your users frequently also rely on content and documents stored elsewhere to make decisions. That’s where OnBase document management and workflow comes in. OnBase acts as a central repository, intelligently linking the documents and data within OnBase to the transactions and activities in other applications.
Switching between paper and data systems not only slows down staff but creates more work for them, including taking time to make photocopies and use intra-office mail to transport documents, further slowing down processes. Paper also derails visibility into those processes—AP managers are challenged to know the status of transactions and processes when they are buried in paper documents or tracked in dozens of manual tracking systems created by overworked staff.
OnBase can connect any ERP solution with related documents, automating processes and creating transparency for financial and human resources tasks. OnBase provides decision-makers with complete visibility into processes, providing audit trails, real-time reporting, and executive dashboards. It captures documents immediately and extracts data to reduce or eliminate indexing. Then, with OnBase Workflow, your team has the ability to notify, view, route, and manage documents directly from ERP screens, ensuring work stays in your team’s familiar work environment when desired.
This brings the following benefits:
- Eliminate switching between screens to find the right information. Your users gain instant access to related content stored in OnBase without leaving their business application.
- Ease the transitions to the new software. Because your users can access OnBase content directly from their other applications, OnBase becomes a natural part of their chosen application.
- Reduce manual data entry. OnBase can instantly update your business applications as soon as it receives information, and in turn, your other applications can update the information stored in OnBase.