Using Microsoft Dynamics GP to Improve Preparation for an Audit: Four Approaches

A major topic of discussion at the GPUG Summit 2008 last week was how to prepare for audits.  Here are some of the highlights:

1. Going paperless, streamlining processes


Creating a paperless office isn't just about going green. It's about streamlining processes, cutting costs, and ensuring that all your paperwork is in order when it comes time for an audit. At a breakout session on Monday at the GPUG Summit 2008, Peri Lynn Silkwood of Altec, Inc. described how its Doc-Link add-on gives GP users the tools to electronically capture documents, streamline them into the workflow, route and distribute them, and ultimately, when needed, retrieve them off the desktop.

"Instead of the time-consuming process of documents going through an office," Silkwood explained during her presentation, "you have documents at your fingertips."

The first step, after implementing the Doc-Link program, is to start scanning in paper-whether that be AP invoices, packing slips, or additional. Information relating to these documents can either be entered...