Maree_C's avatar
Maree_C
Contributing Cover User
12 years ago
Status:
Done

Setup: Filing cabinet for documents

Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking wouldn't it be easy if you were able to scan the document from a scanner /or email and import the pdf and attach to customer file or invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for  the accountant and the tax audit trail or is there something that does this all now and I am behind?

 

Trying to get beyond the pile of paper.

 

Maree

 

suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"

Banking
Cards
cut the paper
filing system
Going Paperless
Purchases
workflow

92 Comments

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  • Sally_Garton's avatar
    Sally_Garton
    Former Staff
    12 years ago

    MYOB Document Manager has been specifically designed for Accountants in practice to match their workflows and common tasks.  Having said that, it is certainly feasible that a non accounting firm could use Document Manager to aid them in going paperless, however the features would need to be accessed as to whether they meet your specific requirements.  I would suggest contacting mailto:accountants@myob.com.au to speak to someone and see if the product is a fit for your business.

  • astina31's avatar
    astina31
    User
    12 years ago

    I have been doing alot of research on this.  Well just googling really :smileyhappy:.  i am very very keen to go paperless in our manufacturing business.  The paper is just so overwhelming.  I see that MYOB has a product called "document Manager".  It looks like the way to go but sadly only for accountants.  Do I have that information correct or can anyone buy it?

  • GDK's avatar
    GDK
    Super Partner
    12 years ago

    Hi

     

    I agree that this would be a good feature. Especially being able to save a scanned copy of an accounts payable invoice when you enter the invoice. Interstingly I know that Xero already has this feature on accounts payable invoices.

  • Dan_Moulton's avatar
    Dan_Moulton
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Open
    Hi Maree, Its an interesting idea, I'm sure many of us want to use less paper and I agree that it would be helpful for accountants. It would be great to hear from others about this idea, and don't forget to vote on this if you like it.