PaperSave


Logotipo de PaperSave

 

7 reseñas (3.5/5)
 

PaperSave is a hybrid document management solution (DMS) that offers automated electronic workflows and transactions for Microsoft Dynamics, Intacct and Blackbaud, which help users to track, manage and store their organizations' documents. The solution can either be deployed on-premise or hosted in the cloud.

PaperSave can be tailored to suit businesses in industries such as health care, education, hotel and restaurant, manufacturing and distribution, nonprofit and professional services. The solution supports SharePoint integration and offers users capture methods, gifting procedures and invoice automation. It also provides users one-click access to the documents within Microsoft Dynamics solution.

Additionally, PaperSave can be integrated with Microsoft Dynamics AX, GP, SL and CRM, as well as Blackbaud solutions including Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM. It also integrates with the Intacct cloud accounting system.

PaperSave offers support via phone, email and through an online support portal.

 

PaperSave - Document view
 
  • PaperSave - Document view
    Document view
  • PaperSave - Document list
    Document list
  • PaperSave - Document annotation
    Document annotation
  • PaperSave - Document sharing
    Document sharing
  • PaperSave - Document history
    Document history
  • PaperSave - Microsoft Dynamics homepage
    Microsoft Dynamics homepage
Sistemas operativos compatibles:
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Navegador web (independiente de SO), Windows 2000, Windows 8, Windows 10

7 reseñas sobre PaperSave

 

Especialidad: Gestión de organizaciones sin ánimo de lucro Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

Fuente de la reseña: Capterra

We have 4 locations and use PaperSave to facilitate remote invoice approvals between the directors.

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Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
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Asistencia

A complete audit trail of approvals; better, clearer communication; much less paper to sort on my desk, as invoices are now either emailed to me or not crossing my desk at all.

Puntos a favor

Definitely the customer support. Their support engineers are wonderful! I also love that we can look at an invoice from anywhere, that site directors can leave comments and that there is a web view available. We can also add files to our journal entries and vendor records.

Puntos en contra

Sometimes it requires a lot of clicking! This is not a problem for me, but some of the staff members using PaperSave have trouble because of their low internet speed at their work site..
We had to get new scanners that were TWAIN compliant, which was an added expense.

Especialidad: Hospital y atención sanitaria Número de empleados:  501-1000 empleados Número de empleados:  501-1000 empleados

Fuente de la reseña

Great way to manage workflow

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Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Facilidad de uso
Facilidad de uso
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Funcionalidad
Puntos a favor

I liked the fact that you could have many different users at many different levels with different levels of approvals. I loved that the product synched with our accounting software so we did not have to manually attach invoices in the accounting software. It is also great to search and run queries to see where an unpaid/unentered invoice is at any point in the process.

Puntos en contra

There is a lot of sorting up front. It would be great if the system was smart enough to scan the bills and sort them automatically based on different criteria that is located on the invoice.