Using Windows Search on a file server allows for instantaneous searching across terabytes of documents and text for all of the users on your network. Simple QB enables you to scan and link documents to QuickBooks transactions through a custom menu. When you have an invoice, purchase order, work order, bank reconciliation or other transaction open, simply click the Scan menu to scan a document and save it with that transaction. By adding the [5,2] you tell Simple Index to start at the 5th character 5 and take 2 characters from the value Yes, That is exactly what Simple QB was designed to do.
Simply pull up the corresponding file in QuickBooks and click scan! All of the search functions can be used with any Simple Index license. Simple Search is only needed to enable searching from other workstations. Simple QB does not make any changes to your QuickBooks database. When you scan documents with the Simple QB interface, information about the current customer, vendor or document is passed to Simple Index for automatic indexing.
When you view a document, the same information is used to find the corresponding scanned image. Put the name of the field that will store the full-text data there. This must be configured both for Insert and Retrieval mode configurations. The database field needs to be sufficient length to store the entire text of your document. When designing your Retrieval Mode configuration, create a Text field to use for full text search queries.
When searching on your full text field, Simple Index finds the text you enter no matter where it appears in the document. It is able to match partial words. It does not perform boolean or natural language searches. The text entered must match the document text exactly. Simple Index provides a wide variety of retrieval options , many of which require no special software to find and view documents.
The most affordable solution uses Windows folders and filenames to organize and find documents on a shared network drive. Simple Index lets you use index field values to create folders and filenames automatically, automating the process with barcodes , OCR and database lookups where possible.
Other applications force the user to create folders and name files manually, making ad-hoc document management too labor-intensive to be practical. You may also use Simple Index with Simple Search to create a keyword-searchable database that lets you find and view documents based on one or more index values. There are several advantages to using Simple Search instead of Windows folders:. There are many ways to store and retrieve your documents using Simple Index.
Click here to learn more about them. The introduction of low-cost scanners and hard drive space has made many small businesses consider going digital with their documents. However, many find that the document management systems available are too complex and expensive to be practical in a small office. Here are some of the ways Simple Index saves you money:.
Is it possible to search for and retrieve documents with Windows desktop search? How do I export index data to a database?
Simple Invoice is a preconfigured solution that uses the OCR and dictionary matching functionality of the Simple Index scanning and indexing software to automatically scan, name, and organize incoming invoices into your chosen folder structure of searchable PDF files.
Simple Invoice requires minimal configuration to get started. It comes with everything you need to index most common invoice styles. The customer and vendor lists, as well as your particular Purchase Order and Invoice number styles, can be customized for your company.
Please Contact Us to find out more about Simple Invoice! With every document related to transaction in record, Shola can easily track each transaction. By attaching source document to transaction, it can make clients more compliant by provide the proof of lack of certain documents from clients. After extensive usage and comparison with other similar products, Shola believes SourceLink is the best document management system for QuickBooks on the market which just meet his need!
Skip to content. Our product and QuickBooks Financial Software work together to help simplify your financial management. With SourceLink, accountants and support staff can access source documents together instantly.
SourceLink is the groupware that provides the features to assist and improve team work. Also, your team can also attach and update electronic sticky notes to the different QuickBooks records. These notes can be viewed by all who work on the company file, and bring great communication between employees.
Skip to content. Originally designed for accounting firms, eFileCabinet Online offers a convenient, cloud-based storage solution for a variety of small business industries, including retail, manufacturing, and construction. Three subscription plans are available, depending on storage space and features. All plans allow users to upload, search, and securely share files from any device with internet access, and the mobile app makes it easy to scan receipts or share documents on the go.
Hubdoc streamlines the accounting process and makes it easy to go paperless. This software retrieves online bills, receipts, and statements, and automatically syncs with most financial institutions to organize and store your financial records. A monthly subscription supports one user and an unlimited number of collaborators. Another cloud-based document management solution, Box supports more than types of files, including spreadsheets, videos, and Photoshop documents. With a feature-rich mobile app, Box is a versatile tool for contractors , consultants, and other professionals who need to share and edit documents on the go.
Basic accounts are free and ideal for personal use, while business accounts include premium search features, secure real-time collaboration, and easy one-click capabilities for presentations. Use Evernote to scan receipts, track time, manage invoices, or organize project notes, and access your documents from any device or platform.
Bolt is more than a document management system.
0コメント