Home/Document Management Software/Downloads/View from the trenches: Document Management in Accounts PayableUpdated on: February 9, 2024

View from the trenches: Document Management in Accounts Payable

by A TouchstoneFMS guide, in collaboration with EASY Software

Document Management in Accounts Payable – a best practice guide to implementation, based on real projects. An insight into Accounts Payable Automation. This best practices eBook is based on real projects and was compiled by EASY Software and Touchstone FMS.

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What's Inside

Table of contents

Introduction: The undisputable case for managing documents electronically

Best practice 1: Set clear goals to direct the business case

Best practice 2: Allow plenty of time to prepare

Best practice 3: Look laterally for additional benefits

Best practice 4: Manage expectations

Best practice 5: Keep workflow simple

Best practice 6: Assess system integration potential

Best practice 7: Allow realistic timeframes – and budgets

Best practice 8: Count the softer benefits

Best practice 9: Plan for contingencies

Best practice 10: Take ownership

Appendix I: Getting it right first time

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