Any document type
Store any document type online, including sales orders, invoices, statements, remittance advices etc. Search and retrieval is quick and simple because each document is uniquely identified and indexed based on its unique identifier (e.g. Sales order or invoice number).
Standardised document storage
All hard copy documents are scanned and saved as PDF files, making them easy to access, print, save and email. Likewise, electronic documents, EDI based documents, can be displayed in PDF as well (as well as their electronic versions).
Online access and download
Archived documents can be retrieved through a secure online interface using search functionality to search for the unique identifier or other document variables. Documents can be downloaded locally (individually or batched) and can be emailed.
Archived documents can be combined with B2BE’s workflow solutions as part of the upload and storage process. For example, invoices may need approval and GL coding before they’re processed and archived. Workflows can also be customized to your needs, so you can process documents online, quickly and efficiently.
If documents in the B2BE archiving solution need keying into your accounting or business system, B2BE’s document digitization converts documents (such as supplier Invoices) to electronic files. These files can be automatically uploaded into your system without re-keying and automatically archived removing most human intervention.