MANAGING ACCOUNTING DOCUMENTS ACROSS DOZENS OF BUSINESSES
Fusco Enterprises is a multidimensional property development and management company located in New York’s Capital District. The company manages a variety of businesses and operates Colonial Car Wash, a dependable, full-service carwash that has been serving the Capital Region for over 35 years.
The Challenge
Difficulty accessing accounting files
One of Fusco’s chief responsibilities is managing the accounting practices for over 40 separate companies. This proved to be an arduous task, and staff was having difficulty finding paper receipts, checks, and other accounting documentation. Additionally, they wanted the ability to access documents when away from the office. They hired eBizDocs, local Electronic Content Management (ECM) consultants to review their filing system.
The Solution
PSIsafe’s QuickBooks integration and an automated workflow solution.
eBizDocs evaluated Fusco’s records as well as their day-to-day business processes, and proposed PSIsafe as the paperless solution to their inefficient and cumbersome records management.
PSIsafe is content management software that acts as a digital filing cabinet but with the additional benefits of file collaboration and workflow, granular security control, and robust searchability. PSIsafe is compatible with documents of nearly any format. And unlike traditional paper record keeping, it enforces strict and consistent filing that ensures efficiently organized documents are quickly retrievable. One of PSIsafe’s hallmark features is its integration with QuickBooks. This ability makes it a perfect fit for Fusco.
The PSIsafe Books module makes filing documents into PSIsafe and entering transactions into QuickBooks easy. Employees simply scan a bill, payment, receipt, or other accounting document and enter the information associated with the document type (i.e., invoice number, check number, terms, GL account and
amount). In a single step, the document is indexed, filed into PSIsafe as a PDF, and entered into QuickBooks.
Another integral piece of their document management solution is workflow. eBizDocs worked closely with Fusco to design an automated workflow system. As accounting records are filed to PSIsafe, they are instantly routed to users for approval.
The Results
Company-wide search and retrieval efficiencies.
PSIsafe allows transactions that took days to clear the approval process to be completed in a matter of minutes. Once hard-to-find documents are now easily retrieved.
Since implementation, Fusco has expanded their use of PSIsafe by adding their accounts receivable records, year-end tax records, as well as other non-accounting, property management documents. They plan to add a mobile dimension to PSIsafe in the future. Adopting paperless records management has proven to be more than a fad for Fusco. It’s improving the way they do business.
Let’s start a fact finding, no obligation, conversation about your goals and objectives.
About eBizDocs –eBizDocs is a premier digital transformation provider focused on helping you put INFORMATION AT YOUR FINGERTIPS. Offerings include paper and microfilm conversion, content capture and document management solutions, scanner sales and service, and process consultation. eBizDocs is SOC2 Type II certified and serves private and public-sector organizations. The company has been in business for over 20 years and is a preferred source contractor for NYS entities. To learn how eBizDocs can help transform your operation, visit eBizDocs.com
