ImageLink for
Sage 100 ERP

The scanner interface allows documents to be entered from a variety of pertinent locations within the accounting screens. This feature automatically ties the current screen data with the image being scanned. That is, if a specific inventory item is being displayed on the screen, then the scanned image is automatically tied to that inventory item. If a customer invoice is currently displayed, then the scanned image is tied to the customer and the invoice. As such, the scanned image is accessible from both the customer and the invoice screens.

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. With the ImageLink Base Package, supporting documentation is added as transactions are entered. 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.
• ndex 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 GP & 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

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