If you are an accounting firm, a law office, an insurance company, or any business, iDoc™ has been designed specifically to manage the content that is most important to your bottom line and business needs. In other words, if you have a paper problem, we have a solution.
Accounting and Finance
iDoc can interface directly with your accounting system to link all corresponding information like invoice numbers, vendors, purchase order numbers, etc. with the documents being stored in iDoc
Ability to manage the A/P process electronically using workflow
Invoice is received and scanned in to iDoc
Automatic routing to the appropriate manager for approval
Manager electronically approves
Approved invoice gets returned or routed back for payment
Ability to streamline the processes for employee expenses, receipts, time cards, payroll, etc.
Ability to capture and store all employee files, hiring information, benefits information, evaluations, disciplinary actions, etc.
Allows HR staff to focus on their core responsibilities instead of filing paper
Record retention time frames can be defined easily in iDoc
Managers can be given permission to view their employee files quickly and securely
Customer service reps have the ability to view and manage customer documentation at their fingertips
iDoc increases productivity and customer satisfaction
iDoc allows customer service reps to handle customer questions quickly and efficiently using customized workflow