Speed your Financials Processes and Interface Data into ERP and ECM/EDM Systems
If your accounting and financials department is like most, it’s burdened by the budget, productivity and environmental costs of processing paper forms. You also likely struggle to get information into your accounting/financial systems, and with document loss and misplacement. Similarly, your employees are unable to easily submit capital requests or expense reports, and sharing information between individuals and departments is inefficient.
Organizations like yours are overcoming these challenges Access’s accounting and financial management solutions, powered by Access Evolution and Access Intelligent Forms Suite.
With Access Evolution, a powerful online forms and workflow suite, authorized users can access electronic forms, append supporting documents and apply digital signatures. They can then route these through a paperless workflow for appropriate authorizations.
Once forms are complete, Access Evolution intelligently extracts data and uses it to update the employee’s record in the accounting and financial management module/s of your enterprise resource planning (ERP) system. Evolution also sends a notification e-mail to the appropriate team member/s, and auto-indexes a copy of the forms in your document imaging or enterprise content/document management (ECM/EDM) system for easy review. Intelligent business logic can auto-route certain documents for a higher level of approval.
Access IFS enables you to replace the costs of pre-printed forms with forms on demand, which print with employee, vendor or customer information pre-filled and barcodes applied for auto-indexing with business system records via native integration with your ECM/EDM system.
Benefits of Access’s forms and workflow automation solutions for accounting and financial management include:
- Enable employees to easily submit capital request, expense reports and other e-forms
- Electronic forms mimic paper versions, giving users a comfortable experience
- Boost accounting/financials staff productivity by eliminating processing of paper forms
- Simplify information sharing between employees and the accounting and financials team
- Collect validated information and interface it directly into business system records
- Archive copies of forms in the ECM/EDM system via native integration
- Safeguard the privacy of employee, vendor and customer information
- Create standardized workflows that support compliance with legislation and internal policies