Go Beyond Paperless... Electronic Document Management for Sage Fund Accounting Presents

W HO IS ACOM S OLUTIONS, O UR I NTEGRATION W ITH S AGE F UND A CCOUNTING S OFTWARE AND OUR P RODUCTS W HO IS ACOM S OLUTIONS, O UR I NTEGRATION W ITH S AGE F UND A CCOUNTING S OFTWARE AND OUR P RODUCTS Go Beyond Paperless Years in Business – Founded in 1983 Over 4000 customers worldwide Sage Gold Development Partner Seamless Integration with Sage Fund Accounting, AccPac ERP and MAS Sage Expertise, Sage Focus We create Business Process Improvement Solutions that enhance your current Sage products including: EZContentManager for Document Management EZPayManager for Automating Payments Laser Check Printing Software, MICR Printers and Supplies Website:

W HAT IS AN E LECTRONIC DOCUMENT M ANAGEMENT S YSTEM ? Go Beyond Paperless... An electronic document management system (EDMS) is a computer program or programs used to: Capture, Track, Store, Manage, Share and Retrieve documents and/or images. Also known as an electronic filing cabinet

Why Non Profit Organizations need to implement an electronic document management system Save Time… Find what you want anytime, anywhere, no more searching through filing cabinets or lost documents again! Complete audits faster. Make staff and volunteers more efficient, keep your constituents, boards and donors well informed. Save Money… Companies typically misfile up to 20 percent of their records losing them forever. Thousands of dollars worth of productivity is lost due to searching, reproducing and the inability to find the your information. Throw away those expensive to purchase and maintain filing cabinets. Keep the doors open in the event of a disaster… 1 in 4 organizations would close within weeks if they suffered the loss of paper-based records. Implementing EZCM keeps you going. Go Green! Your Environmental/Social Responsibility… Go Green! The average worker uses a sheet of paper every 12 minutes, and is responsible for the disposal of pounds of paper every year. Paper files are doubling every 3.5 years.. Go Beyond Paperless...

What is EZContentManager? Go Beyond Paperless... EZContentManager (EZCM) is ACOM Solutions Electronic Document Management System.

Get Enterprise Wide Benefits EZContentManager is an enterprise-level solution that automates the processes in paper-intensive areas of your organization: Accounting and Finance: Electronically store, share and route invoices, statements, vendor contracts, etc. for faster review and approval. Contracts and Administration: Store customer and job-related contracts, change orders, credit applications, for quick access when they are needed. HR and Payroll: Securely store employee information such as receipts, passport copies, I-9 forms, employee reviews, and more. Customer Service: Easy access to all the documents your customer service team needs, lets your staff resolve issues quickly. Your staff can find, file, fax, print or documents right from their desks. Sales: Process orders more efficiently, capture all documents related to a transaction, and make it easy for sales and customer representatives to quickly access them. Go Beyond Paperless...

M OVING FROM M ANUAL TO A UTOMATED P ROCESSES Productivity % of business improvement

Q UICKLY L AUNCH EZCM FROM T HE I NTERNET OR F ROM W ITHIN F UND A CCOUNTING Go Beyond Paperless...

Automated Document Recognition and Data Capture

Sage Fund Accounting G/L Setup and Segments with Distribution Percentages

Drop down to choose BP or BS – defaults to BP Drop down to choose Sage MIP or MAS Apply Offsets option. Offsets reduce the gross amount of another account to derive a net balance. Accumulated depreciation is an example of an offset account, discounts on notes payable is another The Organization Name option allows users (PS) to import the correct segments for the organization to which they are applying Segmentation. Some non-profit organizations have multiple companies EZCMs Drop Down GL Coding with Segments

Documents stored in EZContentManager (EZCM) can be annotated (marked up) with notes, comments, user date and time stamps, highlight text, add images (including signatures) and more. Annotations Feature

A UTOMATED D OCUMENT R ETENTION

Convert Your Slow Manual Processes into Fast Automated Ones with Workflow Go Beyond Paperless... 1st Approver2nd Approver Complete your work in minutes instead of days PO Generated PO Sent

C REATING W ORKFLOWS I S E ASY W ITH O UR I CON B ASED D RAG - AND -D ROP D ESIGNER Go Beyond Paperless...

E- MAIL N OTIFICATIONS

A PPROVING D OCUMENTS

Instantly export and their associated attachments directly to the secure, web-based EZContentManager application OUTLOOK Plug-In

Instantly export and their associated attachments directly to the secure, web-based EZContentManager application OUTLOOK Plug-In

With our Electronic Stapler Linking Feature, you will be able to see all associated documents – no matter where they are stored