KwikTag Document Management for Dynamics AX

Hack Through Document Clutter and Get Greater Performance from Dynamics AX

KwikTag for AX delivers instant access to scanned paper and electronic files anywhere within Dynamics AX. KwikTag extends access to a Web browser—so even your non-AX users can get the information they need, wherever they need it. Beyond document capture, KwikTag for AX offers powerful workflow for automating any document-driven business process.

Radically Simplify Data Entry and Document Capture

Capture paper and electronic files without slowing down data entry.

With KwikTag for AX, your AX users can associate documents to AX transactions quickly and easily. Select the “Tag” button from any AX form to capture paper or electronic files. Scan paper documents at your convenience, and KwikTag automatically associates them with the right AX transaction. For electronic docs, simply browse or drag-and-drop from any AX form. Over 70 AX forms are available out of the box—with support for custom forms or fields.

Approval from Anywhere

Approval Central enables quick, simple review and approval of all expenses, regardless of who submits them. Approve online or simply click “Approve” or “Reject” from your mobile device. KwikPayables also identifies missing invoices and notify users via email, eliminating payment delays.

Tame Multi-Document Business Processes

Intelligently match all documents, from quote to order to receipt, invoice and payment

KwikPayables is the only AP automation solution that intelligently relates all the documents in your process for complete, end-to-end visibility. Engineered for flexibility, you can support 2 or 3-way invoice matching AND associate any other related documents according to your needs.

Deliver End-to-End Transpareancy

Report in real time on outstanding payments and related accruals.

Deliver real time status reports, including G/L accrual reports that allow you to monitor and manage cashflow based on outstanding payables invoices at any point in time. Identify approval bottlenecks and automatically notify approvers by email for outstanding invoices.