C5i Imaging is a powerful tool to manage and capture all types of A/R documents. This includes invoices, statements, credit memos, quotes, aged receivable reports, end-of-day report, and just about anything else that your accounting system can print.
The best thing is that it does not require any changes to your existing accounting software to do all this. C5i Imaging look like just another printer to the accounting software. Anything that the accounting software can print can be sent to, and automatically captured by, C5i Imaging.
We create a template for each form that is to be captured and processed. Usually, at least two templates are needed, one for an invoice and one for a statement. As many templates can be created as are necessary for your requirements.
As each print job is sent to the printer, the imaging app watches the print stream and compares the each print job to the existing templates.
If it finds a match, an invoice, for example, the imaging app will capture a copy of the invoice data, extract the appropriate index fields such as Invoice Number, Invoice Date, Customer Number, and so on, then store the image of the invoice, along with all of the index keys.
When a customer calls with a question about an invoice, the invoice image can be retrieved quickly by using any one or more of the index key words.
There is virtually no limit to the number of documents that can be stored. Using a rough guide, approximately 250,000 pages can be stored per gigabyte of storage space.
For more information about how C5i Imaging can benefit an A/R department, please give us a call. We would be happy to set up a brief web demo.