Keep all your documents in one place while integrating them with what you already do in Microsoft Dynamics™ GP.
Capture invoices from email and scanned snail mail, index them to extract vendors, dates, and totals. Approve them according to policy and send the details to Dynamics™ Integration Manager for payment, then automatically update the invoices with payment details for full circle handling. Find the invoices and associated documents easily in FileHold using powerful search features for audits, customer service, etc.
Integration options
| Name | Description | Skill level | Type |
|---|---|---|---|
| FastFind | Search FileHold using information on Dynamics™ screens. | Basic | Optional feature |
| Print to FileHold | Add purchase orders, invoices and other documents generated by Dynamics™. | Basic | Optional feature |
| Database dropdown menus* | Synchronize data in Dynamics™ to selection lists in FileHold. | Intermediate | Included |
| Schema lookup* | Automatically fill fields from data in Dynamics™. | Intermediate | Included |
| Search by URL | Link to sets of documents with matching information such as purchase orders using Dynamics™ Custom Links. | Intermediate to advanced | Included |
| Document links | Add direct links to documents using Dynamics™ Custom Links | Basic | Included |
| Export script | Send approved invoices to Dynamics™ Integration Manager. | Intermediate to advanced | Optional feature |
| Payment updater | Update invoices in FileHold with payments from Dynamics™. | Intermediate to advanced | Optional feature |
* May require FileHold External Integration option or third party ODBC/OLE driver.
