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Cabinet NG and CNG Books

22 Nov Cabinet NG and CNG Books

Posted at 06:00h in by

Cabinet NG and CNG Books

Overview:

This is the most comprehensive document management solution we have found that integrates with QuickBooks.  It is a front end data entry solution for bills and customer payments that seamlessly integrates by recording the transactions in QuickBooks and filing the electronic document into the Cabinet NG folder as a single process.

The real value in this system is realized with larger organizations (i.e. 5 or more users).  The documents are protected and stored on the server with individual users required to log on to retrieve the documents.  This is a scalable solution that will provide the document management features most businesses need.

 

Pros:

 

Ease of Use – There are many ways to get the information into the system.  E-mails can be added with a simple click and drag to a save as field on the task bar in Windows, from anywhere it is possible to choose the “Print to Cabinet NG” printer, and of course it is always possible to scan the document from within Cabinet NG, just to name a few.

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Security – This product is designed for a server/work station environment and has security including extensive password protection options available to control access to documents, folders, cabinets, etc.

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QuickBooks Integration – It is possible for data entry personnel to create bills, credit card charges and receive payment transactions directly through CNG-Books without redundantly accessing the QuickBooks data file.  This eliminates the need for duplicate data entry between managing the document itself and recording the transaction in QuickBooks.

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Productivity Enhancement – With Cabinet NG there is no more looking for information that has not been filed, trying to discover who has the file, or finding misfiled information.  In addition there is built in workflow features to make routing documents possible.

File retrieval protocol – the concept within Cabinet NG is the same as the “old fashioned” filing cabinet with file folders inside and documents inside that.  In addition to the improved search capability available when all documents are stored electronic, the documents can all be stored in their original format making future use easy.  By double clicking on a “file folder” in the “cabinet” it is possible to drill down to additional “sub-folders” to provide for like kind documents organization.

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Longevity – With more than a decade of experience in providing strategic filing solutions, Cabinet NG has a tested, stable product while continuing to offer feature enhancements to make a good product even better.

Cons:

Cost – This product is most cost effective solution for organizations with multiple users with the commitment to go paperless.  

Navigation – As with any product, extensive features can make navigation a little more challenging.  Cabinet NG does a good job on making the process as easy as possible.  Just remember to use the back arrow until you get to the choice to exit.

QuickBooks Integration – While the QuickBooks integration over all is quite good, there are a couple of issues we noted: With the bills it is not possible to link it to a purchase order, it is also not possible to enter a bill credit, and finally, there is not any automatic recall for the chart of accounts coding on the bills. Fortunately, Cabinet NG is very responsive to constructive feedback and based on previous history, we anticipate seeing these minor points supported in a future release.

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CNG-Books streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process.  Vendor bills, customer payments and credit card statements are brought into CNG-Books as scanned or faxed images. While viewing the image, CNG Books simplifies data entry by synchronizing information directly from QuickBooks using familiar pull down menus.  Only the transaction’s unique date must be keyed.  This saves time and improves accuracy.  With the click of a button, the data is entered in QuickBooks and the image is filed.  If a folder does not exist, CNG-Books automatically creates one using the customer/vendor/credit card information obtained from QuickBooks. CNG-Books even gives you a way of tying transaction specific documents to a previously entered transaction, and general documents to a vendor or customer. This puts all transaction data and associated documents you need about a customer or vendor right at your fingertips – whenever it’s needed. 

<span jim=”” 20050718t1640″=””>Price:<br> $495      (CNG-Books  1 user)<br> $995      (CNG-Books  5 user)<br> $1,995   (CNG-Books 10 user)<br> $995      (CNG Document Management Seat)</span></p> <ol> <li> </li> </ol> <h2>More information on this topic</h2> <p><a data-cke-saved-href=”http://4luvofbiz.com/kb/premium.php?cat=25&id=1539″ href=”http://4luvofbiz.com/kb/premium.php?cat=25&id=1539″>Document Management</a></p> <p></p>