BTerrell Group Blog

How to Create an Inbound Email Alias for Docassist

Posted by Chris Karnes on Wed, Mar 18, 2015

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.

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Tags: docAssist

How to Transitition Approval from DocAssist to Intacct

Posted by Chris Karnes on Tue, Nov 04, 2014

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.

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Tags: docAssist

Creating the Workflow for an Approval Process in DocAssist and Intacct

Posted by Chris Karnes on Thu, Oct 16, 2014

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.

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Tags: docAssist

Creating Roles for a Multi-Step Approval Process using Intacct and DocAssist

Posted by Chris Karnes on Tue, Sep 23, 2014

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.

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Tags: docAssist, Intacct

Docassist, A/P workflow, and G/L close

Posted by Brian Terrell on Thu, Jun 26, 2014

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."  

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Tags: accounts payable, general ledger, docAssist