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5 Document Management Resolutions

It’s a new year and the perfect opportunity to make some resolutions. And I’m not just talking about your resolution to be healthier, more fit, more financially savvy, more adventurous, etc. I’m talking about improving your current business processes with document management resolutions.

You know what I’m talking about. Those stacks of invoices on your desk, the frustrated calls between vendors and customer service when they need information on a payment, those filing cabinets filled to the brim with old documents and the inefficient, unreliable paper procedures that you’ve been dying to streamline.

A paperless automation solution, like MetaViewer, may have been on your wish-list for the last few years, and now it’s time to commit to resolving those paper problems!

Resolution #1: Automate – You don’t need to keep walking invoices to the office of the proper approver or file all those documents in cramped filing cabinets. Resolve to make those processes more efficient and accurate by automating them with document management. This means that invoices and other documents can be routed automatically to the proper approver and the next workflow step without you having to touch it. No more paper and no more losing invoices on messy office desks and in filing cabinets!

Resolution #2: Increase visibility – Does the C-suite at your organization have limited visibility into your accounts payable, accounts receivable and human resources processes because it’s all done on paper? Fix that in 2017! Know where invoices are in the payment process, see where there are delays and when action needs to be taken. You can even view color-coded charts and reports so you know what’s happening in your financial departments regardless of whether they are down the hall or around the world.

Resolution #3: Go paperless – Help the environment and your office this year by going paperless. Reduce your environmental footprint and feel good about your commitment to being more environmentally friendly. A document management solution eliminates the need for paper by automating procedures, so you can empty out those filing cabinets and start recycling instead of printing.

Resolution #4: Improve vendor satisfaction – Do you have vendors inquiring about payments and a team searching through disorganized documents to try and answer their questions? A document management solution can makes it faster for your customer service team to answer questions, and allows for faster payments to vendors. You can even implement a Vendor Portal so vendors can see where invoices are in the payment process.

Resolution #5: Enhance your ERP solution – Using Microsoft Dynamics or NetSuite as your ERP solution? You can make it even more efficient with a document management solution that integrates with it and makes it fully automated and paperless. In fact, you can take advantage of a MetaViewer button on your Microsoft Dynamics or NetSuite screen that takes you directly to all your financial documents.


What are some of your business resolutions for 2017? We want to hear about them!

Have questions about how MetaViewer Paperless Automation can improve your financial departments this year? Contact us at info@metafile.com for more information!

Topics: AP Automation, Paperless AR, Paperless ERP, Paperless HR, Document Management