ImageLink for
Microsoft Dynamics AX

Users of Microsoft SharePoint
can view ImageLink documents in a structured
SharePoint document library.
All ImageLink indexing
information is made available
to the users. This information,
associated documents, and all
images can now be utilized in
the SharePoint environment as a
standard SharePoint document.

Non-scanned documents can be imported into the ImageLink repository with this feature. This feature applies to any document that can be launched by Windows via its extension such as .doc, .xls, .txt and many more. It also applies to email documents and their associated attachments.

Use Batch Scanning to scan batches of documents in a separate step from attaching them to the financial transaction. Adding Batch Indexing allows documents to be scanned by one person and made available for entry into the accounting system for another; or to use a departmental scanner instead of one on your desktop. Batch indexing is required if bar-coding of paper documents is used to automate the linking and indexing process.

Applications

• Index documents received electronically from remote locations.
• Index documents that are bar-coded from within the accounting system in lieu of interactive scanning.
• Index documents that were bar-coded as printed. This is a convenient way to capture returned proof-of delivery information.
• Index electronically returned cancelled checks. Some banks return cancelled checks (front and back) via CD or DVD.

This add-on module to Batch Processing
provides
a powerful tool to
automatically index batches
of documents. Our barcoding
methodology is
unique in that it applies
our indexing information
to the bar code thereby
dramatically reducing the
possibility of error.

Super Search provides rapid document search and retrieval outside of the accounting system. This module allows easy access to documents for users with assigned security access (including sales people) that do not know how to navigate within the accounting software system . Accounting systems users may find these search capabilities an efficient search alternative to drill-down inquiry functions within the accounting system.

All documents linked from within the accounting system appear in the Super Search application. Documents can be added directly into Super Search, if the Application Wizard is implemented.

Applications

• Without access to the accounting system, designated users can locate and display accounting-related documents.
• Non-accounting documents can be organized and accessed (requires Application Design Wizard).
• Designated remote users, that are connected via Microsoft Terminal Services or Citrix, can locate and display documents.

This module is an application of the print-capture function. As check runs are printed, ImageLink captures the check image and automatically indexes it to the payment application screens in Dynamics AX & SL

Applications

• Capture checks as they are printed and index them based on the invoices that they pay.
• Capture and index AR invoices as they are printed.
• Capture reports such as Aged Trial Balance. Allows viewing without producing paper and satisfies archival requirements.

This is an interactive tool that supports the sophisticated development needs for the users of Super Search. This module can be used to expand document imaging to help meet the needs of non-accounting departments. Non-financial data such as legal and tax documents can be defined with this product.

This tool allows your administrator to define relationships and indexes to capture and find documents, create cabinets and folders for organizing documents, and to set up security (who is allowed to see and/ or manipulate specific documents). With this tool, you create your own applications so the required indexing can be easily keyed. By using Application Design Wizard all information outside the accounting system, whether digital or paper, can be imaged and retrieved instantly. Using Super Search, you can search quickly and effortlessly by the “indexes” that your administrator sets up.

Applications

• Set up a legal cabinet with folders for contracts
• Set up a property management cabinet with folders for each property

The workflow product provides access to the user’s workflow tasks. By selecting a task, the user can view source documents and accounting information related to the task. The source documents can be of any type, including Email, Word, Excel spreadsheets and scanned paperwork.

The accounting information is pulled from the accounting database and is presented real time. The options available to the user include Approve, Decline and Forward.

The workflow process can be “rules based” in that templates can be designed to establish routing rules. A workflow language is used to define the templates. This gives the designer flexibility so that rules can be based on dollar amount, group relationships and expiration dates.

There are two aspects to workflow…the workflow engine and applications. The engine is responsible for enforcing the workflow rules, moving control from user to user and presenting documents and application programs for the user to interact with. By design, the ImageLink workflow engine is generic and can support any workflow-oriented application.

Applications are the programs where data can be viewed and decisions such as Approve and Decline can be made. ImageLink Workflow currently includes the workflow engine and one application (AP approval).

ImageLink products naturally run well in Terminal Server and Citrix sessions. However, with this arrangement, applications cannot communicate directly with scanners that are physically connected to the user’s workstation. The ImageLink TS/Citrix scanner interface provides a way for the ImageLink application programs to perform this communication.

Applications

• ImageLink is run within a Terminal Server or Citrix session
• A shared drive must be made available to both the workstation and the session
• Scanner is connected with a Twain driver