Integrated Document Management for QuickBooks by Cabinet NG, Inc.

Many accounting firms have begun to use paperless document management systems to streamline their office, but now clients too can benefit from implementing paperless systems that can revolutionize the way they think of filing systems.

If your clients are ready to tackle the paperless filing problem, check out Cabinet NG's CNG-Books and CNG-Document Management offerings.

Cabinet NG's document management software streamlines and automates business processes by creating secure electronic file cabinets that allow you to store documents in a central repository where all users can quickly access the documents when needed.

A separate application, CNG-Books is the company's integrated solution for Intuit's QuickBooks.
CNG-Books streamlines QuickBooks data entry and document filing into one complete electronic process. Vendor bills, customer payments and credit card statements are brought into CNG-Books as scanned or faxed images. Then, as the user views the image, CNG-Books provides a simple data entry screen that allows you to enter information directly into QuickBooks. Only the transaction's unique data must be manually entered - the rest is captured directly from the QuickBooks file and presented in pull-down menus. As you save each transaction, the data is entered in QuickBooks and the image is filed. If a folder does not exist, CNG-Books automatically creates one using the customer/vendor/credit card information obtained from QuickBooks.

CNG-Books allows you to tie transaction-specific documents to the associated transaction, and it allows you to tie general documents to a vendor or customer.

If you use CNG-Books with the latest version of QuickBooks (2005 or higher), you can locate and display any filed document associated with a specific Transaction, Vendor or Customer directly from within QuickBooks. Note however that this feature is not supported in the current Canadian version of QuickBooks.

CNG-Books (when configured as a standalone application) supports storing documents in the Windows file system. For additional automation, security, and flexibility, CNG-Books can file documents in the CNG-Document Management Solution. With CNG-Document Management, companies can also manage large volumes of documents, optimize workflow, enforce privacy, and improve efficiency throughout the organization, all without a wall of filing cabinets that use precious floor space.

Cabinet NG's ability to manage virtually any type of document is impressive. With CNG-Document Management, all your information is consolidated into one easy-to-use organized system. Examples of the information managed include:

• Email
• Forms and other custom documents
• Existing documents via scanning
• Memos
• Faxes
• Audio files
• Data from other applications:
  • Database reports
  • Office Suite documents
  • Financial software

Additional key highlights
Cabinet NG's built-in format independence allows you to use existing native applications to create and edit documents. This helps preserve your investment in other software applications. In addition, CNG-Document Management can let other users view documents without installing the native application.

Not every business operates with an open-book policy, and some information is highly sensitive. Built into CNG-Document Management is a robust security shield and the ability to track user activity. This gives you the power to control access to files and track where files have been and where they're going, which can be a critical part of regulation compliance (HIPAA, SEC, etc.), as well as providing management reporting such as an audit trail. In addition, you can enforce detailed control over document access rights at the user, cabinet, folder, and document level.

Cabinet NG has been in operation since 1992 and is focused in the small-medium size market. With clients of varying sizes across the Manufacturing, Financial, Medical, and others industries, Cabinet NG may be just what your clients need. For more information contact Cabinet NG at 1-800-621-6501 or visit http://www.cabinetng.com/.