Solution Overview
Norming Document Management solution lets users attach documents—like PDFs, Word files, Excel spreadsheets, scanned images, and more—directly to any Sage 300 transaction screen. This includes modules like General Ledger, Accounts Payable/Receivable, Purchase Orders, Order Entry, Inventory Control, Project & Job Costing, and more.
With this, Sage 300 finance users can easily view documents attached to Resource Manager requests —right from within Sage 300. For example:
Purchase Request: Attach supporting documentation to purchase requests, such as item specifications, pictures, warranty information and etc.
Expenses: Any receipts can be uploaded by employees and viewed by the finance users.
Timesheets : Supporting documents such as work orders, sick notes.
A/P Invoice Request: Link vendor invoices, receipts, or purchase order to payables transactions.
Sales Quote Request: Attach quotations, customer correspondence directly to the order.
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Norming Document Management solution helps both finance and operational users in businesses to streamline document management, improve accessibility, and enhance collaboration by allowing users to attach and access important documents. It enables businesses to reduce reliance on paper, stay organized, and remain audit-ready. By integrating seamlessly with Sage 300 modules, it ensures that document management becomes a natural part of your accounting system, improving overall efficiency and accuracy in handling documents.
