Features & Benefits                                          

Manage the workflow of your Business!

With the new SourceLink 5.1 Management Edition, QuickBooks users can now use the rule- and or role-based approach to support auditable and enforceable processes that can apply directly to financial account management, credit management and fraud prevention.

Furthermore, SourceLink 5.1 ME administers automatic detection of and response to potential risks. These risks include approval of required account receivable transactions, account payable entries, dormant accounts access or fraudulent transactions.

In short, SourceLink 5.1 ME permits appropriate QuickBooks transactions and at the same time protects financial resources and improves the management of customer/vendor relationships.

The Document Management System for QuickBooks^®

Using SourceLink, you can file and retrieve your source documents to and from the QuickBooks invoices, purchase orders, payments, and any of the 24 different QuickBooks records directly. You can have a clear and detailed audit trail. Also, you can verify any general ledger posting by direct reference to the source document. You can maintain a complete record of your QuickBooks transactions. Analyzing the information in the QuickBooks becomes straight forward as the full wealth of detail is available electronically.

A Paperless Office of QuickBooks

You can use SourceLink to eliminate the cost of filing and storing documents physically and create a paperless office. No more worrying about the file cabinets and the storage of physical papers. You will save a lot of time from filing and searching for the needed documents manually. The benefits of reduced operating costs for your firm can be passed on to your customers, which allow your services to be priced more competitively while maintaining high profit margins. Paperless offices also provide clients with faster service and increased customer satisfaction.

Add More Value And Better Service From Team Work

With SourceLink, accountants and support staff can access source documents together instantly. SourceLink is the groupware that provides the features to assist and improve team work. Your team can locate documents easily and, in turn, respond to the user's clients' needs quickly for better service.

Also, your team can also attach and update electronic sticky notes to the different QuickBooks records. These notes can be viewed by all who work on the company file, and bring great communication between employees.

The Key Features & Benefits are:

Improve multi-user communication & document flow

Strengthen customer/vendor relationships

Respond faster to customer service demands

Improved information consolidation

Manage new business growth without increasing workforce

Ability to manage and retrieve source files directly from the QuickBooks Records

Drastically improve your audit trails and data integrity

Simplify compliance with regulatory mandates

Attach electronic sticky notes to any of the 24 QuickBooks record types

Avoid problems with misfiled, damaged, and lost documents

Secure your privacy of the attached files

Accomplish your tasks with a well designed and easy to use user interface

*Note:    Due to the architecture change of QB Canadian 2008 Editions from the previous Canadian 2007 Editions, SourceLink 4.1 Canadian edition will not work with QB Canadian edition 2008. QB Canadian 2008 users MUST purchase the new SourceLink 5.1 US version.

Also, because of the architectural conflict, please do NOT install SourceLink on the system that has both QuickBooks Canadian 2007 and 2008 editions,

If you are not sure which version to purchase, please feel free to call us at 714-430-6944 or send us an email to support@personable.com.

Note: QuickBooks Premier Multicurrency edition is a sub-version of QuickBooks Canadian 2007 series, which works with SourceLink Canadian edition