Solutions: Expense Receipts

Many companies use enterprise accounting systems for bookkeeping activities such as expense reporting.
They also use enterprise content management applications to handle documents.
Content Workspace will automatically store the receipt in the content repository and link it back to the accounting system.

This diagram demonstrates a common configuration that harmonizes both systems:

This implementation may require some customization to the accounting software. It will be required to create the barcoded control sheet and to create links to content repository. Professional Services can help with these needs.

Other points to consider when researching receipt scanning solutions:

• Easy two step process for end users: Enter expense items, then scan the receipts.
• Link to the expenses image from SAP, JD Edwards, or any other accounting system
• Professional Services will help you work with third party fax companies that will receive and optionally retain fax images.
• Approval workflows may be done in Documentum or in the accounting software.

Contact CWS Sales to get a web demo and get more information.