With Docassist, you can set up aliases to email documents directly into Docassist. You may set up as many alias’ as you need, and direct them to go wherever in the Cabinet Directory you would like.Read More
BTerrell Group Blog
In a previous blog post, I explained how to create the workflow for an approval process between DocAssist and Intacct. Today, I will show you how to set up the transition to Intacct.Read More
In a previous blog post, I explained how to set up DocAssist to integrate an approval process between it and Intacct. In this blog post, I'll show you the workflow to ensure the approval process flows from DocAssist to Intacct smoothly.Read More
We get many requests on how to have a process work across two or more applications. This is how we setup everything for a multi-step workflow approval process across Intacct and DocAssist.Read More
Yesterday, a prospect asked how Docassist, a cloud based document management and workflow automation application, could help his company discover and account for unapproved Accounts Payable bills received in the first days of one fiscal period but belonging in the prior period's results. In other words, these bills would be added to the A/P workflow in the first few days of a month and remain unapproved and unposted up to the moment the accounting department would be ready to close the books. As our prospect noted, "We don't want to close out a month and omit an invoice while the invoice may still be in the approval process."