QuickBooks Integration
DocuXplorer for QuickBooks offers users the ability to automatically add or find documents in DocuXplorer from a QuickBooks menu item. Hard copy or electronic documents related to transactions can be retrieved instantly and, if necessary, emailed to the concerned party.
DocuXplorer for QuickBooks accesses your QuickBooks company data to automatically create a DocuXplorer cabinet with drawers for each section of QuickBooks - Customer, Vendor, Employee or Bank. Docuxplorer for QuickBooks Integration is easily accessed from the QuickBooks menu item.
As you add a document, DocuXplorer uses your QuickBooks data to determine the vendor, employee, bank or client name, and automatically creates a folder in the appropriate drawer the first time a document is added. DocuXplorer uses the QuickBooks transaction data to index documents with client or vendor name, reference number, date of transaction, etc.
After creating and saving a transaction entry in QuickBooks, you can ‘Add’ a scanned in document or ‘Import’ an electronic document to a DocuXplorer folder with all the pertinent index information (date, vendor, amount, etc.) automatically associated with the document. Retrieving the document is simple: go to the transaction in QuickBooks and the DocuXplorer Query Results List displays all the documents associated with the transaction.
DocuXplorer for QuickBooks works with any version of QuickBooks 2005 or later. Of course, DocuXplorer can also be used to manage all your other business documents along with your accounting documents.
Database Replication
DocuXplorer's database replication allows users to add, delete or modify documents in one location and automatically replicate those additions, deletions and modifications transparently at another location.
This valuable tool makes transferring documents scanned or imported at remote locations to a central location faster and simpler than ever before. This option is also valuable as a disaster recovery program, since it allows you to replicate your entire Library to an offsite location.
By simply providing your staff access to the offsite replicated Library, you can continue your normal business process with a minimal amount of downtime - minutes, rather than days or months.
Import Engine
DocuXplorer's import engine allows users to automatically import index data and documents from an external source using a user-created job file. The job file can be any database-formatted file type. The job file data defines the location of the files to be imported, the location where the document is to be stored in DocuXplorer and the index data to be associated with each document.
The DocuXplorer location data will create new cabinets, drawers and folders as needed, as well as import files and populate index fields associated with the documents DocuXplorer's import engine can also monitor a folder on a hard drive and automatically recognize a new job file added to that folder. DocuXplorer will then transparently run the import job. For more information about our consulting services that can assist with configuring your import engine, please click here.