Solutions

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Document Management

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Departmental

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Financial

Some of the document and record types Maxima's solutions manage for Financials and Accounting include: policies and procedures, invoices, quotes, purchase orders, contracts, remittance advices, refunds, proposals, receipts, price increase notices, sales reports, spreadsheets, packing slips, credit memos, delivery notes (including hand written documents), correspondence and e-mails.

Whilst the content of Financial policies and procedures will be spot on, getting people to use them will be another matter. Structured writing plays a key part in enabling people to find the information they need quickly and easily. Maxima's information mapping methodology will ensure that all written material is composed and presented in a clear, concise and unambiguous style and format. Our Documentation Services team of technical authors can either write the information for you, or teach your staff the methodology.

Benefits

Maxima's Document Management Solutions enhance Financials and Accounting work processes including:

• Expense Management Automatically capture employee expense receipts via fax and e-mail. Maxima's integrated document management system links receipts directly to expense transactions in your business application, accelerating the reimbursement process and improving employee accountability.
• Procurement Centralise your procurement documents and processes with a single electronic repository. Answer vendor enquiries straight away by checking processing status and invoice information in the system. Rapidly resolve discrepancies by reviewing purchase orders and invoices simultaneously to keep the approval cycle moving effortlessly.
• Accounts Receivable Access customer information directly from your desktop and answer payment and other enquiries without delay. Enhance customer service and satisfaction, eliminating the paper chase and time-consuming call backs. Fax, print or e-mail requested documents when needed without having to leave your desk.
• Accounts Payable Remove common paper-related bottlenecks by streamlining invoice processing. Maxima's solution enables staff to attach receipts and invoices electronically to respective transactions in your accounts payable software and access those documents instantly from the central repository. Built in workflow routes items through the approval cycle more efficiently and facilitates resource allocation. Optimising accounting processes will increase the opportunity to capitalise on money-saving supplier discounts.
• Compliance Ensure the integrity of your corporate financial records with Maxima's secure electronic repository, which minimises the risk for lost, misplaced, mishandled or orphaned receipts. Readily audit employee expenses and provide accurate documentation when needed for regulatory requirements and in support of compliance initiatives. Maxima's integrated document management system will be valuable to your corporate disaster recovery plan.

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