Sage 100

v2014 Std client wants to outsource their AP function but still interface with Sage. I have a third party to process the cash disbursements but looking for a provider to do the up front processing of the invoice paperwork.

@JeffSchwenk - I believe that is called an ""employee"". LOL! In all seriousness, I have reviewed this request by customers in the past, and there is no easy way to do this. I am sure it could be done. What about using one of the document management integrated solutions like Acom? In theory, it has the ability to read electronic documents and input the information into invoice data entry. Of course, this means the invoices need to be in electronic format first (scanned) and then someone needs to review the data entry and post it. Could they have that same third party enter all of the invoices into a spreadsheet that is formatted properly for importing in Sage 100 using VI? They could do the same with the payments. Or, they could have a spreadsheet that is imported into Manual Check Entry that includes the invoice information.

How are they going to get the invoices to the ""third party""? Does no one at the company have a child in high school or college who needs a part time job?

Here is how it started. I get an email from the CEO, NOT the CFO... asking for a meeting. At the meeting, the CFO and the AP person are in attendance and very quiet. CEO outlines that they (are a financial services firm providing online employee loans with approval in minutes) are looking for a faster way to process AP. If they can approve employee loans in minutes, why can't they process do the same with AP. The idea came to him during a luncheon meeting where he sat with the CFO of Dollar General. This chat resulted in the idea. I have another client that uses a third party to process payments, but just looking for ideas to process the front end.

Document management with workflow...although if no human is ever going to look at the invoices please send me their mailing address once the system is in place :-)

We were looking at a company called Yooz for a client (http://www.justyoozit.com/). I remember being pretty impressed with the product, although the integration looked like it needed work. I can dig for our rep's contact details, if you'd like.

Timely article from this morning's paper. I probably could have searched and found 15 more links. http://www.courant.com/breaking-news/hc-embezzling-accountant-sentenced-1021-20151020-story.html

And BTW - I find when I'm in meetings with employees who are very silent that the shit is hitting the fan. I'm often times, though not right away, put on the agenda as ""part of the problem"" -- aka -- these are early warning signs of company change/turmoil.