Integration - Link2Finance
 

Overview
Link2Finance is an easy to use application that allows people to view invoices stored in a Document Management System (DMS) and authorise them for payment by the Finance system.

Link2Finance includes:
Workflow to route invoices
View button to display the invoice
Coding screen that validates all codes
Goods received function
Windows security authorisation
Interface for posting coded invoices
Integral audit trail
Support for multi company structures

Link2Finance has an easy to use interface that allows people to quickly process their invoices in a true paperless office.  Once coded an invoice can be forwarded to an authorising officer who is notified of an invoice awaiting approval.

All information stored in Link2Finance is validated against the Finance system.  This ensures there are no coding errors and information is always up to date. 

Sample screens  
On loading, Link2Finance lists all invoices requiring action by the user.  Initially these are displayed in due date order with overdue invoices hi-lighted in red at the top of the list.  The list can then be sorted by any combination of columns.

Up until the time an invoice is authorised for payment it can be viewed and coded.  All expenditure codes are validated against the Finance system to ensure accuracy.  Tax categories and notes can be allocated to each expenditure line.

Whenever required the Finance staff can extract details of all authorised invoices and codes.  This is compiled and built into a posting batch ready for importing into the Finance application.

 

 

Benefits to your business
Link2Finance is a very cost effective solution for maximising the use of your DMS system and introducing efficiency savings. 

Key benefits include:

Ability to monitor and track invoices
Paper invoices no longer required
No lost invoices
Ideal for distributed offices
No re-keying of information
Windows security authorisation
Empowers managers
Maximises use of the DMS system
Maximises use of Finance systems

Technical specifications
Link2Finance is fully compatible with all MS Windows platforms and Citrix installations. 

Contact us
If you would like further information about LinkFinance or would like a demonstration then please email us at: info@south-view-solutions.com.

 

 
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