Integrated Software Solutions

Leverage the full power of document management by integrating with existing business platforms to streamline document processes and create automated workflow between programs.

Square9 Softworks

  • DocuSign

    DocuSign

    Electronic Signatures

    DocuSign®, The Global Standard for eSignature®, is the leader in eSignature transaction management. Global enterprises, business departments, individual professionals, and consumers are standardizing on DocuSign, with more than 60,000 new users joining the DocuSign Global Network every day. Together, Square 9 and DocuSign are helping customers achieve the benefits of digital business.

  • Salesforce

    Salesforce

    Integrated Solutions

    Square 9’s QuickBooks Connections is a highly advanced, cost-effective solution designed to streamline and facilitate your accounting processes. QuickBooks Connections provides seamless integration allowing users to create bills, route invoices and distribute documents from GlobalSearch in tandem with their QuickBooks® accounting software.

  • QuickBooks Connections

    QuickBooks Connections

    Integrated Solutions

    Square 9’s QuickBooks Connections is a highly advanced, cost-effective solution designed to streamline and facilitate your accounting processes. QuickBooks Connections provides seamless integration allowing users to create bills, route invoices and distribute documents from GlobalSearch in tandem with their QuickBooks® accounting software.

  • Dropbox

    Dropbox

    GlobalSearch Integration

    Through a document viewer, users can directly and easily export a record from GlobalSearch, and share with external users of Dropbox. When your collaboration is complete, a user can simply import the final revision back into GlobalSearch, updating the permanent record.

  • Microsoft Dynamics GP

    Microsoft Dynamics GP

    GlobalSearch Integration

    Integrate GlobalSearch with Microsoft Dynamics GP to streamline accounting processes integration with Microsoft Dynamics GP database lookups when optical character recognition isn’t an option for index data extraction, such as with handwritten documents, database lookups into Dynamics GP and other ODBC sources can streamline the document indexing process.

  • Microsoft Dynamics NAV

    Microsoft Dynamics NAV

    GlobalSearch Integration

    Utilize GlobalSearch for full AP automation and coding with Microsoft Navision, leveraging Square 9’s Advanced Capture, where AP invoices are scanned, header and line item data extracted and sent to GlobalSearch for PO matching and approval routing. Once completed the AP invoice data is vouchered into NAV using Data Ports. This completely reduces double data entry.

  • Microsoft Dynamics SL

    Microsoft Dynamics SL

    GlobalSearch Integration

    Similar to other Dynamics products, Dynamics SL (previously Solomon based on a SQL Server back end) allows for pulling and validating of data through a linked server. Utilizing the SL Transaction Importer, inventory receipt and AP invoice data can be exported from GlobalSearch to a .CSV file that can be pushed into SL, generating a journal entry or receiving in a PO.

  • Dynamics AX 2009

    Dynamics AX 2009

    GlobalSearch Integration

    Each Dynamics product, while owned by Microsoft, functions differently when trying to integrate at the data level. One GlobalSearch customer currently scans AP invoices then utilizes KeyFree Indexing and tabular data control to code the vendor header and line item information. This will route for approval based on a hierarchy and then pushes the .CSV data to AX 2009 through a custom .CSV output.

  • Sage 100

    Sage 100

    MAS 90 and 200

    Sage 100 Standard and Premium are two of the most common accounting solutions that integrate with GlobalSearch at the data level. GlobalSearch typically is setup as the front end AP invoice coding and matching interface, with direct bi-directional integration through .CSV and the Sage Visual Integrator tool. All AP invoice vouchering is done by GlobalSearch pushing approved AP invoices into Visual Integrator.

  • Sage 100 Contractor

    Sage 100

    Contractor

    GlobalSearch customers utilizing Sage 100 Contractor (previously Master Builder) can benefit from uni-directional data integration where job, property and accounting data can be pulled into GlobalSearch for reducing data entry tasks and automating daily business routines. Sage 100 Contractor utilizes a legacy Foxpro database and GlobalSearch connects to it via ODBC compliant Foxpro driver.

  • Sage 300

    Sage 300

    Construction

    Sage 300 Construction (previously called Timberline) allows for PO, AP Invoice and checks to be stored into GlobalSearch, coded and then full bi-directional data integration with Timberline. We use an ODBC connection to the Timberline Pervasive database to pull information such as vendor name, PO data, GL accounts, project numbers and check and invoice numbers. You can utilize GlobalForms to create a job form that is accessible remotely through mobile device with ODBC connectivity to Timberline for pulling and pushing job data.

  • ATS

    ATS

    OpenOne

    OpenOne from ATS combines financials, customer information and billing, outage management, and ESRI-based GIS applications into a single fully integrated enterprise system for today’s utilities – electric, water, propane, environmental, etc. Integration between ATS and GlobalSearch allows users to scan and view documents from within OpenOne with a single click. AP workflow integration also allows for easy routing of invoices throughout the lifecycle.

  • Infor Syteline

    Infor Syteline

    GlobalSearch Integration

    Infor Syteline .Net platform is primarily used within the manufacturing industry. Since its based on Microsoft .Net technology and utilizes the same tech stack as GlobalSearch, Syteline offers a number of tools for integration. GlobalSearch integration with Syteline offers bi-directional data integration through automatic .XML or .CSV files. A custom .XML output is formatted to comply with the Syteline import specification. Additionally, PO data contained within Syteline can be automatically pulled into the associated scanned AP invoice if the unique PO number is entered when coding. This reduces a significant labor cost for matching and coding AP invoices.

  • Tyler Technologies

    Tyler Technologies

    Munis

    Munis by Tyler Technologies is one of the most widely used ERP systems for municipalities. GlobalSearch has worked with many local government locations to enable full AP automation in the township accounting dept. Utilizing KeyFree, AP invoices are scanned and coded at line item level, routed for approval and pushed into Munis as a voucher. After the posting process in Munis, the check is cut through TylerForms and it’s index data is released to GlobalSearch for future reference with the invoice(s) paid on the check.

  • Marcola

    Marcola

    GlobalSearch Integration

    Macola, a popular accounting system, is SQL Server based which means pulling data is rather easy leveraging standard SQL Server tools. GlobalSearch has been implemented with Macola at a food bank, medical and manufacturing customers focusing primarily on AP. Leveraging stored procedures GlobalSearch talks directly to Macola where AP invoice/PO and check data is populated into GlobalSearch. Barcode cover sheets are also created utilizing the data in Macola to aide in the indexing process for large batches of documents.

  • DelTek

    DelTek

    CostPoint

    Very much like some of the other ERP/AP systems mentioned, DelTek CostPoint offers full bi-directional AP invoice processing for pushing and pulling data to/from GlobalSearch. Square 9 Professional Services wrote a custom .CSV output top support pushing of data to CostPoint and leverages an ODBC compliant connection to pull and validate data prior to a push.

  • PC Law

    PC Law

    GlobalSearch Integration

    A very common process when filing legal documents is to utilize the matter/case number and/or the client name to quickly index documents into GlobalSearch. The PC Law integration allows for a database lookup, utilizing client name and matter number. GlobalSearch takes the index value entered and does real time lookup to PC LAW SQL Server version database.

  • SAP

    SAP

    GlobalSearch Integration

    GlobalSearch has been implemented at a large trans-shipment company across 4 different continents in the Accounts Payable department using it for document workflow. This makes it easy to centralize the visibility of where documents are. GlobalSearch conveniently pulls vendor names, chart of accounts, GL codes and job cost codes data from SAP’s SQL Server database and executes automated approval routing, as well as vouchering AP invoices, utilizing a fixed width formatted text file upload.

Integrated Software Solutions

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Integrated Business Solutions Advantages

eCopy ShareScan | Integrated Software Solutions

eCopy ShareScan

Based on a simple, yet compelling idea that can be expressed in one word: engage. An MFP document capture solution that enables MFP users to engage their business systems and processes delivers superior value to customers.

eCopy PDF Pro Office PDF Converter Enterprise 8

A smart yet simple-to-use software that lets enterprise business users improve the way they create, convert, securely share PDF files and collaborate.

PPDM | Integrated Software Solutions

Personal Paperless Document Manager (PPDM)

Make document scanning and conversion more personal and more productive for users. This solution bundle gives users the ability to personalize the MFP with their own workflows and destination folders to simplify scanning and document conversion.

Equitrac Office® software | Integrated Software Solutions

Equitrac Office® software

Software, you can track, analyze, allocate and, if necessary, recover the costs of every document that is sent to a networked printer, copier or multifunction device.

Equitrac Express®

Providing colleges, universities, K-12 schools and their libraries with protection against the costs and waste of uncontrolled printing.

Re-Rite | Integrated Software Solutions

Re-Rite

A software service program that allows users to convert paper documents into editable file formats on the fly and then distribute those files to a shared network folder, an email address or both. Re-Rite is accessed through the control panel on a Toshiba e-STUDIO multifunction device.

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