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Metafile Information Systems, Inc. is a privately held software development and systems integration company, founded in 1979. Headquartered in Rochester, Minnesota, Metafile has direct and associated sales offices across the nation and around the world.

With more than 25 years of consistent growth, Metafile is committed to increasing levels of innovation and service.

Metafile Information Systems, Inc.
3428 Lakeridge PL NW
Rochester, MN 55901 USA
Phone 800.638.2445 / 507.286.9232
Fax 507.286.9065
info@metafile.com

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Press Releases

Metafile Information Systems Successfully Completes SOC 2 and HIPAA Audit

Metafile Information Systems Successfully Completes SOC 2 and HIPAA Audit

Rochester, Minnesota, January 29th, 2024— Metafile Information Systems (Metafile), developer of MetaViewer, a state-of-the-art document management/AP automation solution, today announced its successful completion of its Type 1 and HIPAA audit. As of January 2024, for the review period of January 1st, 2023, through December 31st, 2023, as it looks to bring more security, compliance, and trust to all their customers in the ever-changing security landscape.

The SOC 2 and HIPAA audit were conducted by leading compliance assessor A-LIGN, a technology-enabled security and compliance partner trusted by more than 2,500 global organizations to help mitigate cybersecurity risks.

"Achieving our SOC 2 Type 1 compliance was not only a milestone, but a testament to our firm commitment to maintaining the highest standards of security and trust. It reflects our dedication to safeguarding sensitive information and ensuring the integrity of our systems. This accomplishment is a pivotal step in our ongoing journey to provide our customers with the highest confidence in our commitment to their data protection." John Arnott, General Manager, Metafile.

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures, and operations have been formally reviewed.

“Congratulations to Metafile for completing their SOC 2 and HIPAA audit, a widely recognized signal of trust and security," said Steve Simmons, COO of A-LIGN. "It's great to work with organizations like Metafile, who understand the value of expertise in driving an efficient audit and the importance of a high-quality final report."

About Metafile Information Systems, Inc. 
MetaViewer is a state-of-the-art document management/AP automation solution that is built to meet the needs of modern business. MetaViewer integrates with ERP systems including Microsoft Dynamics, helping end-users perform everyday tasks with greater proficiency and accuracy; and adapts to your unique business rules and processes. For more information about Metafile, visit: MetaViewer.

ABOUT A-LIGN
A-LIGN is the only end-to-end cybersecurity compliance solutions provider with readiness to report compliance automation software paired with professional audit services, trusted by more than 4,000 global organizations to help mitigate cybersecurity risks. A-LIGN uniquely delivers a single-provider comprehensive approach as a licensed CPA firm to SOC 1 and SOC 2 Audit services, accredited ISO 27001, ISO 27701, and ISO 22301 Certification Body, HITRUST CSF Assessor firm, accredited FedRAMP 3PAO, authorized CMMC C3PAO, PCI Qualified Security Assessor Company, and PCI SSC registered Secure Software Assessor Company. Working with growing businesses to global enterprises, A-LIGN’s experts and its compliance automation platform, A-SCEND, are transforming the compliance experience. For more information, visit www.A-LIGN.com.

Vendor

Metafile Information Systems Joins Volaris Group, part of Constellation Software, Inc.

Metafile Information Systems Joins Volaris Group, part of Constellation Software, Inc.

Rochester, Minn., August 2, 2021 – Metafile Information Systems, the company behind MetaViewer Paperless Automation and ResultsPlus Nonprofit CRM, announced today that it has joined the Volaris Group, a subsidiary of Constellation Software, Inc., based in Toronto, Ontario.

Metafile will continue to operate as an independent business unit and provide the same great services and solutions to its customers just as they have done for more than 40 years. Additionally, they will continue to serve customers with the same leadership team and trusted employees and will maintain their company mission of strong client satisfaction, quality work and providing innovative solutions.

“Our organization chose to become part of Volaris because we believe it is a perfect fit for Metafile,” said Metafile Information Systems CEO, Nick Sprau. “The change will benefit our customers and employees and brings us a multitude of opportunities simply not available on our own. These opportunities include access to capital, talent and operational expertise, and a synergy with other similarly situated companies.”

Volaris specializes in software technology and is committed to building world-class solutions focused in a variety of subject domains. The relationship between Volaris and Metafile will enable Metafile to further strengthen their technology offerings in both the nonprofit and ePayables industries in the coming years.

“We look forward to continuing to be the responsive, trusted and skilled partner you have always relied on,” Sprau said.

For more information on the transition, please contact your sales representative or reach out to info@metafile.com.

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Vendor

Metafile Information Systems and Nvoicepay deliver cloud-based procurement-to-payment solution for the Microsoft Dynamics GP ERP

Metafile Information Systems and Nvoicepay deliver cloud-based procurement-to-payment solution for the Microsoft Dynamics GP ERP

ROCHESTER, Minn. and PORTLAND, Ore., June 24, 2020 -- Metafile Information Systems, the company behind MetaViewer – a state-of-the-art paperless automation and spend management solution – and Nvoicepay, a leading enterprise payment automation provider, announced today that they have entered into a strategic partnership. From this collaboration, the companies will launch a cloud-based procurement-to-payment solution with full automation and remote capabilities.

Together, MetaViewer and Nvoicepay provide seamless and efficient end-to-end automation through their Microsoft Dynamics GP integration. MetaViewer facilitates a customizable, automated, web-based workflow that enhances the accounts payable process and captures key invoice information. Nvoicepay securely stores and maintains supplier data on the back end, and completes the workflow process by optimizing the payment method for each electronic transaction. They also handle supplier support with a 98 percent satisfaction rating, which frees up customers to focus on high-value initiatives.

Companies using this new automation technology benefit from the simplicity of a single workflow for all AP payments, increasing efficiency and reducing errors. They save costs and improve supplier relations by moving away from expensive and time-consuming check processes and eliminating payment fraud risk by outsourcing it to Nvoicepay.

"This partnership with Nvoicepay gives us the opportunity to provide state-of-the-art, cloud-based automation from procurement to payment," said Nick Sprau, CEO and Chief Marketing Officer at Metafile Information Systems. "We are excited to see the benefits that this integration brings to both MetaViewer and Nvoicepay customers as they experience the efficiency, cost savings and simplification of a fully automated workflow."

"We are excited to partner with Metafile Information Systems and deliver an efficient, automated flow from purchase order to payment," said Nvoicepay's CEO, Karla Friede. "Our combined solution will significantly reduce costs, increase efficiency and eliminate the risk of payment fraud—three priorities which are imperative for companies in this global economic crisis."

MetaViewer and Nvoicepay's Microsoft Dynamics GP ERP integration is available now.

About Metafile Information Systems

Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit http://www.metaviewer.com.

About Nvoicepay

Nvoicepay transforms the way firms pay their domestic and international suppliers. For over 500 customers across 2,700 entities, the company optimizes electronic invoice payments for enterprises with intuitive cloud-based software and comprehensive services. Only Nvoicepay offers an intelligence-driven payment automation solution purpose-built for the most complex firms. By automating all payments, finance teams win through dynamic supplier activation, superior supplier services, and remarkable results, unlocking value in the payments process. Learn more at www.nvoicepay.com and on Twitter at @Nvoicepay.

Vendor

Metafile Information Systems and ACOM Solutions form Strategic Partnership

Metafile Information Systems and ACOM Solutions form Strategic Partnership

Metafile Information Systems and ACOM Solutions launch new, fully automated accounts payable invoice-through-payment solution.

ROCHESTER, Minn.May 01, 2019 -- Metafile Information Systems, the company behind MetaViewer – a state-of-the-art paperless automation/document management solution – and ACOM Solutions, a leading B2B payment platform provider, announced today that they have entered into a strategic partnership to launch a new Invoice-through-Payment Automation solution.

MetaViewer Paperless Automation increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer enhances business' Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes. MetaViewer also recently debuted Touchless Invoice Processing, a completely intelligent and automated way for businesses to process documents based on their unique business rules.

ACOM transforms the way companies pay their suppliers through its intelligent payment platform, acompay™. The highly secure platform automatically determines the best way to pay then completes AP payment transactions all the way though settlement, reconciliation and remittance delivery. This eliminates the necessity, resource drain and high cost of manually processing paper checks, freeing up AP staff to focus on more strategic work. Through its virtual card network, buyers are able to earn cash-back rebate revenue directly from their AP spend. As a key part of the solution, ACOM handles all enrollment and onboarding of suppliers, then continuously monitors and supports them, all without burden to AP staff.

Combined with the power of Microsoft Dynamics, MetaViewer and ACOM have teamed up to round out their accounts payable and payment automation processes, now allowing companies to expand the current MetaViewer workflow with Invoice-through-Payment Automation. MetaViewer's automated workflow captures key invoice information, facilitates a web-based workflow that auto classifies, identifies and extracts transactional data and allows for custom online approval workflows, and integrates with Microsoft Dynamics where vendor information is securely stored and posted for payment. This is where ACOM comes in, completing the automation workflow by seamlessly integrating with Microsoft Dynamics to make paperless payments to vendors. Companies using MetaViewer and ACOM's Invoice-through-Payment Automation technology also get the added benefit of receiving cash back from AP payments, eliminating all paper from source to payment, and increasing accuracy throughout the accounts payable process.

"We are thrilled with this partnership and excited to be able to provide our customers with a fully automated invoice-through-payment process," said Nick Sprau, vice president of sales and marketing at Metafile Information Systems. "The integration is a game-changer within the industry, transforming the way that companies collect invoices, store information and pay their vendors and suppliers. The innovation that ACOM brings to MetaViewer is essential for rounding out our solution."

"This is a great move. Metafile has been an industry pioneer in bringing paperless automation to the enterprise, and now through our strategic partnership, MetaViewer functionality is extended right through payment processing," said ACOM senior vice president, Jim Scott
"Bringing two best-of-breed solutions together provides customers an unparalleled level of experience, proven technology and a laser-focus on true end-to-end paperless automation."

ACOM and MetaViewer customers can now implement Invoice-through-Payment Automation, which is available to companies using Microsoft Dynamics as their ERP solution.

About Metafile Information Systems

Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit http://www.metaviewer.com.

Vendor

Metafile Information Systems Debuts Touchless Invoice Processing and MetaViewer 7

Metafile Information Systems Debuts Touchless Invoice Processing and MetaViewer 7

Rochester, Minn. October 4, 2018

Metafile Information Systems announced today that it has launched, MetaViewer 7, the newest version of its state-of-the-art document management/paperless automation solution, MetaViewer, featuring Touchless Invoice Processing for Microsoft Dynamics AX/365 and GP.

MetaViewer 7 brings even more automation to the workplace with immediate feedback from duplicate checking with companies’ enterprise resource planning (ERP) solutions. Users no longer need to schedule tasks to be run – MetaViewer 7’s robotic process automation (RPA) capabilities run tasks consistently and automatically to keep processes streamlined, reduce document processing steps, and eliminate human intervention. MetaViewer 7 is also built on the Windows Workflow Foundation, offering more configuration capabilities, as well as robust, efficient and fast functionality.

MetaViewer 7 also features Touchless Invoice Processing for Microsoft Dynamics users. Utilizing MetaViewer’s RPA technology, this functionality processes purchase order (PO) documents and routes them through workflow steps – based on pre-determined rules – without human intervention. Touchless Invoice Processing matches POs in users’ Microsoft Dynamics solution and runs through a set of evaluation rules to determine whether the PO matches corresponding documents within the system. The PO is then routed directly to Microsoft Dynamics. The system runs rules against the corresponding invoice in Microsoft Dynamics, checking whether it is a current invoice, a duplicate invoice, is open against a PO and other pre-defined evaluation rules. If the PO passes each rule, it is automatically routed to Dynamics. If it fails any of the evaluation rules, users receive a report and are able to manually reconcile the PO.

“Robotic process automation is not just a fad, it is an industry-standard term and a vital addition for companies that want to be more efficient, accurate, competitive and agile,” said Nick Sprau, Metafile Information Systems VP of marketing and sales. “Developing MetaViewer 7 brings even more automation capabilities to the modern workplace, and we’re proud to be on the cutting-edge of RPA technology with Touchless Invoice Processing and MetaViewer 7.”

MetaViewer increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer enhances business’ Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes.

“Jumping on the RPA bandwagon is a no-brainer for us, and we are committed to continuously enhancing MetaViewer’s functionality in order to meet the needs of today’s enterprises,” Sprau said.

About Metafile Information Systems 
Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit http://www.metaviewer.com.

Vendor

Metafile Information Systems Earns Certified for Microsoft Dynamics Accreditation

Metafile Information Systems Earns Certified for Microsoft Dynamics Accreditation

MetaViewer Paperless Automation Has Met Microsoft's Highest Standard for Partner-Developed Software Solutions

ROCHESTER, Minn. - January 26, 2018

Metafile Information Systems announced today that its paperless automation/document management solution, MetaViewer, designed to help organizations eliminate manual and paper-based business processes, is now Certified for Microsoft Dynamics D365, which signifies that the solution has met Microsoft Corp.'s highest standard for partner-developed software. By successfully meeting all certification requirements, MetaViewer can now carry the distinct Certified for Microsoft Dynamics logo.

Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with the Microsoft Dynamics product on which it runs by passing rigorous VeriTest software solution testing for Microsoft Dynamics and are profiled in the Microsoft Partner Solution Profiler tool. In addition, the Microsoft Dynamics partner must have customers who are successfully using the certified solution and are willing to recommend it, be enrolled in a Partner Service Plan with Microsoft and be a Gold Certified Partner in the Microsoft Partner Program.

For customers, Certified for Microsoft Dynamics helps identify Microsoft Dynamics solutions that have been tested for compatibility, meet high quality standards, and are successfully used by existing customers. This certification represents a significant step in elevating the standard for partner-developed software solutions for industry-specific business applications. By highlighting these solutions, Microsoft also creates new opportunities for partners to expand their reseller channel and to better promote their packaged Microsoft Dynamics solution for customers.

By requiring both the software solution and the partner to meet our highest standards, Microsoft is assuring customers that these certified solutions work with their investments in Microsoft Dynamics. Microsoft congratulates Metafile Information Systems on achieving the Certified for Microsoft Dynamics status for MetaViewer by demonstrating its success and commitment in delivering a leading Microsoft Dynamics solution.

MetaViewer increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer with built-in OCR enhances business' Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes.

Metafile Information Systems provides automated workflow solutions for companies committed to going paperless and improving their business processes and procedures to become more streamlined, consistent and compliant. MetaViewer seamlessly integrates with Microsoft Dynamics ERP solutions across every industry dedicated to more effectively managing business-critical information.

"Metafile has always been committed to providing state-of-the-art, intuitive and comprehensive software solutions to help companies do business more efficiently and more accurately, and achieving the Certified for Microsoft Dynamics designation for Microsoft Dynamics D365 for Finance and Operations is a clear reflection of the dedication, hard work and creative minds of our team," Mike Joachim, software developer at Metafile Information Systems said.

About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer-relationship and supply-chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.

About Metafile Information Systems
Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit http://www.metaviewer.com.

Vendor

Metafile Information Systems Earns Certified for Microsoft Dynamics Accreditation

Metafile Information Systems Earns Certified for Microsoft Dynamics Accreditation

MetaViewer Paperless Automation Has Met Microsoft's Highest Standard for Partner-Developed Software Solutions

ROCHESTER, Minn. January 19, 2018

Metafile Information Systems announced today that its paperless automation/document management solution, MetaViewer, designed to help organizations eliminate manual and paper-based business processes, is now Certified for Microsoft Dynamics D365, which signifies that the solution has met Microsoft Corp.'s highest standard for partner-developed software. By successfully meeting all certification requirements, MetaViewer can now carry the distinct Certified for Microsoft Dynamics logo.

Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with the Microsoft Dynamics product on which it runs by passing rigorous VeriTest software solution testing for Microsoft Dynamics and are profiled in the Microsoft Partner Solution Profiler tool. In addition, the Microsoft Dynamics partner must have customers who are successfully using the certified solution and are willing to recommend it, be enrolled in a Partner Service Plan with Microsoft and be a Gold Certified Partner in the Microsoft Partner Program.

For customers, Certified for Microsoft Dynamics helps identify Microsoft Dynamics solutions that have been tested for compatibility, meet high quality standards, and are successfully used by existing customers. This certification represents a significant step in elevating the standard for partner-developed software solutions for industry-specific business applications. By highlighting these solutions, Microsoft also creates new opportunities for partners to expand their reseller channel and to better promote their packaged Microsoft Dynamics solution for customers.

By requiring both the software solution and the partner to meet our highest standards, Microsoft is assuring customers that these certified solutions work with their investments in Microsoft Dynamics. Microsoft congratulates Metafile Information Systems on achieving the Certified for Microsoft Dynamics status for MetaViewer by demonstrating its success and commitment in delivering a leading Microsoft Dynamics solution.

MetaViewer increases efficiency by eliminating manual data entry and automating previously paper-based tasks, leading to substantial ROI and greater visibility across the enterprise. From accounts payable to accounts receivable, human resources to legal, MetaViewer with built-in OCR enhances business' Microsoft Dynamics ERP solutions by adding integrated workflow, document imaging and dashboard views of business processes.

Metafile Information Systems provides automated workflow solutions for companies committed to going paperless and improving their business processes and procedures to become more streamlined, consistent and compliant. MetaViewer seamlessly integrates with Microsoft Dynamics ERP solutions across every industry dedicated to more effectively managing business-critical information.

"Metafile has always been committed to providing state-of-the-art, intuitive and comprehensive software solutions to help companies do business more efficiently and more accurately, and achieving the Certified for Microsoft Dynamics designation for Microsoft Dynamics D365 for Finance and Operations is a clear reflection of the dedication, hard work and creative minds of our team," Mike Joachim, software developer at Metafile Information Systems said.

About Microsoft Dynamics 
Microsoft Dynamics is a line of financial, customer-relationship and supply-chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.

About Metafile Information Systems 
Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information, visit http://www.metaviewer.com.

Vendor

Metafile to Debut Expanded Document Management Functionality as GPUG Summit 2016 Premier Sponsor

Metafile to Debut Expanded Document Management Functionality as GPUG Summit 2016 Premier Sponsor

Metafile Information Systems is excited to announce their Premier sponsorship position at the GPUG Summit Conference on Oct. 11-14 in Tampa, Fla. where they will be revealing expanded functionality of their document management solution, MetaViewer.

GPUG Summit is the ideal conference for Microsoft Dynamics GP users and includes Microsoft leadership, keynotes, focused learning, training sessions, an expo hall featuring Microsoft Dynamics GP experts, partners and add-on solution providers, breakout sessions and other networking events. The MetaViewer team attends GPUG Summit annually and has been a Premier Sponsor since 2010.

"GPUG Summit is an opportunity for us to showcase our expertise to Microsoft Dynamics GP end-users and to collaborate with other providers of Microsoft Dynamics and other complementary solutions," Nick Sprau, VP of sales and marketing at Metafile said. "We look forward to attending each year and seeing first-hand the technological advances that are happening in the Dynamics space."

This year, the MetaViewer team will be demonstrating expanded functionality of their document management/AP automation solution. This functionality includes a new, streamlined and easy-to tailor workflow. In addition, booth visitors will be able to see MetaViewer's expense management, purchase requisition workflow, multi-entity management, journal entry management, MetaViewer Mobile and new integration capabilities with Catalina Technologies, AX7 and KEY2ACT at the event.

The MetaViewer team will be debuting this functionality and presenting live demos of MetaViewer integrated with the Microsoft Dynamics ERP solutions at their Premier Sponsor Booth, #701. Attendees can also catch MetaViewer at an informational session: 

  • Wednesday, October 12 from 11:15-12:15 - "Document Overload to Document Management"
  • Thursday, October 13 from 9:15-10:15 - "Paperless is Possible with MetaViewer Document Management"

"Our crew is dedicated to becoming your trusted source when you are trying to get the most out of your Microsoft Dynamics GP solution by going paperless," Sprau said. "It's not very often that we get to personally network face-to-face with the people in the Microsoft Dynamics ecosystem, so Summit is a great place to share our expertise, expand our knowledge of GP technologies and learn from other experts in the field - and have a great time along the way!"

Learn more about MetaViewer for Microsoft Dynamics at: http://www.metaviewer.com/for-microsoft-dynamics.

Vendor

Metafile Information Systems Announces New MetaViewer Document Management Partnership with Catalina Technologies

Metafile Information Systems Announces New MetaViewer Document Management Partnership with Catalina Technologies

ROCHESTER, MN AUGUST 26, 2016

Metafile Information Systems is a leading provider of AP automation and document management solutions for Microsoft Dynamics ERPs. Metafile announced today that its document management solution, MetaViewer, now seamlessly integrates with Microsoft Dynamics SL through a joint partnership with Catalina Technology.

The MetaViewer for Microsoft Dynamics SL solution has been standardized to integrate using the Catalina CTAPI Web Services, specifically the Finance Module which is a subset of available SL Web Services from Catalina. This is the most up-to-date and efficient integration method for passing data from MetaViewer to SL.

By utilizing Catalina's web service, MetaViewer is able to export non-purchase order invoices to Microsoft Dynamics SL. This allows the system to push both header and line item details to the SL Voucher and Adjustment screen.

"This innovative solution puts us squarely into the leadership position for AP automation for Microsoft Dynamics SL," Nick Sprau, VP of marketing and sales at Metafile Information Systems said.

The integration uses a browser-based interface, making it easy and efficient for AP employees to be in-the-know about where documents are in the financial process. It also will further streamline MetaViewer's current integration with Microsoft Dynamics SL.

MetaViewer has two components to its integration for Dynamics SL; lookups and exports. The lookups are handled via linked server. The exports are handled by Web Services. Lookups require read access to all the Dynamics SL databases, including all companies that will be integrated. This access is required for the MetaViewer Profile Builder workstation, the MetaViewer administration workstation, MetaViewer services and MetaViewer web application. Exports require read, write and execute access to the Dynamics SL company databases. In the MetaViewer deployment, only Web Services will require this access. It can be managed by active directory group, active directory user or by a dedicated SQL user.

"Our joint partnership means that we can continue to provide the most state-of-the-art, technologically advanced document management for Microsoft Dynamics solution possible," Sprau said. "We're excited to be able to showcase our ability to work together with Microsoft Dynamics SL and Catalina."

About Metafile

Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. More than 3,500 organizations have translated Metafile's content management solutions into enterprise-wide value and a competitive advantage. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. Today, more than 15,000 financial professionals worldwide are efficiently processing more than 15 million paperless transactions per week with the MetaViewer solution. For more information visit http://www.metaviewer.com.

About Catalina Technology

Since the year 2000, Catalina Technology has delivered critical enterprise software and solutions. Catalina Technologies was founded to extend enterprise systems to the web over 15 years ago. Over the many years, Catalina has served customers in a wide variety of industries providing business applications, integration, and customizations. The company provides ecommerce, web development, and general software development services. Initially focused on the Microsoft Solomon market, Catalina developed an extremely comprehensive platform for taking SL to the web. Over the years Catalina has expanded into other Microsoft Dynamics products and Mobile. Catalina has been at the forefront of mobile technologies, providing Windows CE applications many years before modern smartphones were introduced. And now Catalina offers a wide array of multi-platform, business platform connected applications along with GPS tracking and routing solutions.

Vendor

MetaViewer Paperless ERP from Metafile Forms Partnership with WennSoft, LLC

MetaViewer Paperless ERP from Metafile Forms Partnership with WennSoft, LLC

MetaViewer Document Management and WennSoft Signature Service Management and Job Cost come together to create paperless capabilities.

Rochester, Minn. June 29, 2015

Metafile Information Systems Inc. announced today that it has formed a strategic partnership with WennSoft, LLC. The integration of MetaViewer, Metafile's paperless document management system, and WennSoft Signature will be showcased at the WennSoft Synergy Conference on Oct. 12-15 in Henderson, Nev.

MetaViewer offers paperless capture of and access to invoices, purchase orders and other documents. It supports organizations' accounts payable (AP) and accounts receivable (AR) departments by automating workflow and boosting transparency and accountability. This leads to reduced costs, improved customer service, increased vendor satisfaction and early payment discounts. Paper and electronic invoice capture, web-based workflow, real-time visibility, two- and three-way matching and full ERP integration makes MetaViewer the most complete AP automation solution.

MetaViewer is integrated with Signature Service Management and Job Cost, providing visibility of cost coding fields across the solution. This integration provides a single hub where all the information necessary to manage service and jobs is available. With the click of a mouse in the MetaViewer solution, data is passed to Microsoft Dynamics GP and WennSoft Signature with no additional data entry needed.

"The Metafile team is dedicated to the delivery of integrated solutions that are designed to maximize customer efficiency, and the MetaViewer product is catching the attention of all those who see it," Holly Holt, Vice President of Product Management at WennSoft said. "We are excited about this partnership and what it means for our customers and partners."

Metafile demonstrated the integration, as well as the MetaViewer Fast Track solution at Convergence and will be Platinum sponsors at Synergy 2015.

"Our strategic partnership with WennSoft and integration with Signature is a perfect fit on all fronts," Nick Sprau, Vice President of Marketing and Sales at Metafile said. "By integrating MetaViewer with Microsoft Dynamics GP and WennSoft Signature, end users will have the comfort and freedom of knowing that they are getting the most out of their business solutions. Being able to give this sense of security is why we do what we do. The response to our initial joint efforts has been very positive and we think it makes all three products-Signature, MetaViewer and GP-stronger."

About Metafile 
Founded in 1979 and headquartered in Rochester, Minn., Metafile is an established, independent and efficient provider of paperless document management software applications supporting accounts payable, accounts receivable and human resources departments in middle-market and large businesses nationwide. MetaViewer is Metafile's flagship paperless document management solution, offering paper and electronic invoice capture, web-based workflow, two and three-way matching, real-time graphical visibility and full ERP integration. For more information, visit http://www.metaviewer.com.

About WennSoft 
Connections across the organization are key for those who want to better manage installation, maintenance and repair processes. WennSoft delivers innovative construction and field service solution streamlines operations from sales to the field to accounting, arming customers with the insight they need to do their work more proactively, productively and profitably. For more information, see http://www.wennsoft.com.

Vendor