Papertrail’s end-to-end solution for storage, retrieval and delivery of debtor documentation is second to none. With various supported scanning and import methods, documents can be checked and invoices raised quickly and automatically sent to your client – meaning you get paid faster. Additionally, missing documentation reports can be generated to ensure you’re always aware of any documents that may be missing before month-end processing. Why should you choose PaperTrail?
Scanning and Document Revision
Documents can be scanned at each depot during the delivery process such as a Delivery Note and these scans can be uploaded to the PaperTrail repository for later retrieval, reporting and E Delivery. These documents can be linked to other supporting documents such as Orders, Invoices, Statements and Credit Notes and overwrite the old scan on the archive.
The PaperTrail system makes it easy to keep track of essential business documentation. Once documents are scanned and imported into the system, they are immediately available for quality control checking and invoicing. This streamlined process helps to ensure that all documentation is accurate and up to date.
Additionally, the system can be used to easily distribute documentation to clients based on predefined business rules. Alternatively, users can access documentation and email documents on an ad-hoc basis. This flexibility provides a high level of control over the flow of information, ensuring that only the most relevant documents are shared. As a result, PaperTrail is an essential tool for keeping businesses organised and efficient.
Viewing Documentation
Once imported, documentation is available for user access in PaperTrail. At any given time, there are typically several different types of documentation that are associated with a particular client. These documents can include things like client orders, load confirmations, and more. In the past, accessing these documents could be somewhat difficult and time-consuming. However, thanks to the links tab on the PaperTrail platform, viewing associated documentation is now easier than ever. Simply click on the links tab and you will be presented with a list of all the relevant documents. This makes it easy to find the information you need when you need it. As a result, the links tab is a tool that can save you time and frustration.
Integration with 3rd Party Transaction Systems
Integration with 3rd party transaction systems is a key feature of the PaperTrail system. The 3rd party transaction system provides data that can be automatically updated to increase the values by which a user can search. The generated documentation can be automatically imported and linked to the documentation as needed. The system offers a way to manage and monitor the use of data for business purposes. It also allows for the updating of documentation regularly. This ensures that the documentation is accurate and up to date. The system is reliable and easy to use for business purposes.
Electronic Delivery of Invoices
PaperTrail’s e-delivery of invoices means that documentation can be automatically or on an ad hoc basis, sent to customers directly from PaperTrail. This secure, efficient and environmentally-friendly way of doing business reduces paper usage and improves cash flow.
With e-delivery, businesses can send documentation via email as PDF attachments at the click of a button. Customers can view, download and print their documentation at their convenience. The recipient’s details are stored securely in the cloud so that businesses can easily manage and track their documentation. Sent items are automatically archived for easy retrieval.
Reporting and Dashboards
As a business, it is essential to have visibility into your operations to make informed decisions. Reporting and dashboards provide this visibility by giving you access to the data you need to track your performance. There are various types of reports available, depending on your requirements. For example, you can run a report to see which Deliveries are missing proof of delivery (POD), or which invoices have not yet been processed. Having this information at your fingertips makes it easy to identify areas of improvement and take action accordingly. In short, reporting and dashboards are essential tools for any business that wants to stay on top of its game.
PaperTrail is the best end-to-end solution for storage and retrieval of debtor documentation because it provides an intuitive, easy-to-use interface that makes finding specific documents a breeze. Additionally, its comprehensive search capabilities ensure that you can find whatever you need in seconds. If you’re looking for a user-friendly document management system that will make your debt collection process more efficient, look no further than PaperTrail.
Since 1998, PaperTrail has been providing a robust electronic content management (ECM) system to support business-critical processes.
PaperTrail can help you with Document Management Software and Electronic Signatures as Workflow Solutions.
Learn more at https://www.papertrail.co.za/
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