Keep all your documents in one place while integrating them with what you already do in JD Edwards ERP™.
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 JD Edwards™ 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 JD Edwards ERP™ screens. | Basic | Optional feature |
| Print to FileHold | Add purchase orders, invoices and other documents generated by JD Edwards ERP™. | Basic | Optional feature |
| Database dropdown menus* | Synchronize data in JD Edwards ERP™ to selection lists in FileHold. | Intermediate | Included |
| Schema lookup* | Automatically fill fields from data in JD Edwards ERP™. | Intermediate | Included |
| Search by URL | Link to sets of documents with matching information such as purchase orders. | Intermediate to advanced | Included |
| Document links | Add direct links to documents. | Basic | Included |
| Export script | Send approved invoices to JD Edwards ERP™. | Intermediate to advanced | Custom feature |
| Payment updater | Update invoices in FileHold with payments from JD Edwards ERP™. | Intermediate to advanced | Custom feature |
* May require FileHold External Integration option or third party ODBC/OLE driver.
