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Beyond the Ledger

 

It is time to make accounting easier with Beyond The Ledger, a tool originally designed as an innovative document management and workflow solution to tightly integrate accounting packages like Microsoft Dynamics GP.  BTL has grown and has been further tailored to better fit the needs of KeyMark customers. The system assists with invoice processing, order processing, and check deposits through the use of two modules:

  • BTL PreFill Module
  • BTL Application Connector Module
The goal of Beyond the Ledger is to keep costs low, while ensuring the system can be tailored to your company’s unique requirements. The end result is a product that delivers a tremendous amount of value for very little money. With our two part solution, BTL can dramatically increase productivity by streamlining your accounting process.

BTL™ PreFill Module -
KeyMark will assist in setting up the PreFill Module, which is used to automatically populate predetermined fields in your established accounting solution with data already available on the transaction. When the user clicks on the ‘Pre-Fill’ button, all the values already present on the document in the imaging system are automatically populated for appropriate fields in the Payables Transaction Entry or Purchasing Invoice Entry screens. PreFill is ideal when you want to reduce data entry, but still want each transaction reviewed prior to being saved in a batch in the accounting software.

BTL™ Application Connector Module -
The BTL Icon, placed in the Accounting Solution Toolbar, is configured to retrieve documents from the currently active Accounting Solution window that has been configured for BTL. Documents can be retrieved in the imaging application, displayed in a desktop viewer, or in Internet Explorer if the web server module has been deployed.  Currently, Application Connector supports image retrieval in five screens.

BTL™ / KnowledgeLake / SharePoint -
With KnowledgeLake, you can scan and index documents using your desktop scanner or multi-function device and archive directly into SharePoint. BTL adds the ability to validate indexing information against your accounting database and to pull back additional meta-data from the accounting database before archiving documents into your repository system. BTL also provides the seamless integration with your accounting application allowing you to retrieve the archived documents right from within the accounting application with a click of a button.



 

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