A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.
Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users. In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.
In this blog, I wanted to provide a little insight into what it is like to be a Consultant at KTL Solutions and shed a little light on what our user conference is all about from a consulting perspective. I have been working at KTL Solutions as a Senior Business Consultant for a little over three years. In this capacity I have been implementing and supporting Microsoft Dynamics GP, Microsoft Dynamics CRM, and PaperSave along with many third party add-ons. Prior to working at KTL Solutions, I was also implementing and supporting ERP systems for about 20 years.
In November of last year, I wrote a blog about a Document Management system called PaperSave. The PaperSave document management system captures and stores documents electronically from varying drop points, routes the document through a workflow, and can upload a document directly into Dynamics GP. At that time, PaperSave had recently introduced version 6.0 of their software, which provides additional functionality to the end user through Email drop points, browser based interfaces, and a full mobile solution for workflow routings.
In my last blog from February 2015, we discussed the variety of factors that can lead to your Checkbook balance and General Ledger Balance being different and what the corresponding results will be to both balances. In this blog, I would like to address the resolution for each of these issues.
In this blog, I wanted to address the variety of factors that may lead to your Checkbook balance and General Ledger Balance differing. Some vital information that should be collected to evaluate why the balances are different are:
I have been involved in a new PaperSave implementation utilizing the newest version of PaperSave – PaperSave Version 6 and I wanted to provide a summary of my findings. In PaperSave version 6, they have added several new features and have further taken advantage of the browser based technologies. Overall, I was impressed with the product and I think it would be a good addition to any ERP system.
In my last blog, I discussed how to get the most out of your ERP system. The key elements presented were: have a maintenance plan; train, re-train, cross-train your users; understand your business Model; take advantage of what the ERP system has to offer; and develop a strong partnership with your Business Partner. In this blog, I wanted to dig a little deeper into the relationship with your Microsoft Business Partner and how your organization may benefit from this relationship. Your Microsoft Business Partner can be key to the future success of your ERP system.
A company’s ERP system can be one of its most productive assets and provides an opportunity to collect and report on vital information, promoting both success and growth. With this in mind, the system should be monitored, maintained, and understood to support the company’s current demands and future goals. Your ERP system puts you into the driver’s seat to help steer the organization in the correct direction.
Most organizations are dependent on fast, accurate, and reliable information that their ERP systems provide. Microsoft Dynamics GP and Microsoft Dynamics CRM are just two of these that may be hosted On-Premise or in the Cloud. With this in mind, I wanted to compare two different installation models: On-Premise Installations vs. Cloud based installations.
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