Stop unauthorized QuickBooks checks from printing |
|
|
 |
|
Stop disapproved Bill and Billpayment Checks from processing |
|
|
|
|
Customize management rules for Journal Entries |
|
|
|
|
Multilevel approvals with conditions |
|
|
|
|
TurboFolder Viewer outside of QuickBooks with DMS. |
|
|
|
|
Attach files directly from Outlook and Web Bases programs |
|
|
|
|
Search MyNotes for key phrases |
|
|
|
|
Retrieve function to improve user interface |
|
|
|
| Show related transactions with print options |
|
|
|
|
Advance folder set up per transaction type |
|
|
|
|
Route deleted files to a folder location. |
|
|
|
|
View list of QB records with link file with print/email option. |
|
|
|
|
Hot key to automatically pull up SourceLink window. |
|
|
|
|
Email MyNotes contents with linked file and QB record. |
|
|
|
| Folder structure filter by date, amount, paid status. |
|
|
|
| Send a Request for Approval on 26 different QB record types |
|
|
|
| Set custom conditions to automate request for Approval |
|
|
|
| Approve or deny pending requests |
|
|
|
| Use Email to send requests for Approval |
|
|
|
| View History of all Requests/ Approvals/ Denials for a QB record |
|
|
|
| View Exception Report of all Approvals |
|
|
|
Automatic folder set-up consisten with QuickBooks |
|
|
|
| Automated document filing/naming based on QB record |
|
|
|
| View document folder structure directly in QB |
|
|
|
| Email and print from folder structure viewer |
|
|
|
| Automatic filing structure (Turbo Folder) |
|
|
|
| Back up and restore configuration along with QB company |
|
|
|
| Email all links with QB record |
|
|
|
| File and retrieve source files directly from 26 QB Records |
|
|
|
| Attach electronic sticky notes to 26 QB record types |
|
|
|
| Scan and attach documents directly from QB record |
|
|
|
| Integrated into QuickBooks menu |
|
|
|
| Use Windows file system (no private proprietary file system) |
|
|
|
| Move and copy documents to and from designated location |
|
|
|
| Attach Web links to QB Record types |
|
|
|
| Create immediate action items (Hot Note) |
|
|
|
