Sage 300 ERP Integrated Document Management: AP Automation & Workflow


ConnectPoint™ Document Management for Sage 300 ERP (formerly Sage ERP Accpac) seamlessly integrates Sage 300 with Microsoft SharePoint, delivering a comprehensive Enterprise Content Management (ECM) solution and streamlined Accounts Payable Processes. This integrated Document Management solution for Sage 300 ERP provides a full-featured integrated system designed to address all paper, document, records and content related challenges.

You can capture invoices, purchase orders, credit memos, routing slips, images, videos, PDFs, plus other related documents, and tag them with the appropriate Sage 300 ERP data. Then, store the documents securely throughout their lifecycle and route those requiring approvals according to the workflow you define. Every document is fully text-indexed, allowing you to search all of the content within. From a single screen, users can review, approve, search, route and share files.

With a click of a button, real-time integration enables Sage 300 ERP users to seamlessly access documents directly from the Sage 300 ERP AP screens. From a single screen, users can review, approve, search, route and share files.

Fits the Way You Work

  • Automate your Sage 300 AP approval workflow
  • Tag documents with Sage 300 ERP specific data
  • Alerts keep your documents moving
  • Minimize duplicate data entry by creating AP invoices in Sage 300 ERP automatically
  • Search and retrieve AP documents instantly
  • Simplify document retention tasks

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