Document Management

Document Management

Learn about the document management software solutions provided by CitySoft

Version One (V1) best of breed document management software for Sage X3 extends the file and document management capabilities of the native Sage X3 platform.

V1 adds advanced document referencing, optionally barcoding of documents and version control. V1 offers companies a long-term document management solution with auto hiving / destruction functionality and document storage security. Companies using V1 with Sage X3 can create one or multiple mail boxes for suppliers to email PDF invoices to.

The V1 OCR module scans the accounts payable invoice and creates an accounts payable invoice with a status of ready to post.  The scanned image is linked to the accounts payable transaction. Company specific approval processes can be created within the program as a part of the accounts payable invoice receipt process.  Where companies issue purchase orders, the purchase invoice, goods receipt note and accounts payable invoice can be matched and rules applied to either accommodate variances within a tolerance or not. General ledger determinations can be created as defaults for each vendor down to a line level (Product or service level on an invoice), simplifying the coding process.

The V1 system also supports the situation where one or multiple accounts payable invoices are received in the post and subsequently scanned. This process is covered by the V1 scan station module.  V1 license holders can also drag and drop existing corporate documents including Microsoft Office documents (Non-Sage sales & accounting documents) into the V1 document repository via a Web client user interface. The inclusion of V1 in a Sage X3 advanced business software system, is one sure way to reduce the cost of processing accounts payable invoices.