Butlers Chocolates selected the TraX Electronic Document Management, Accounts Payable Automation and Work Flow module to improve the process of managing so many purchase invoices. With multiple retail outlets and a state-of-the-art manufacturing facility in Clonsaugh, Dublin, the level of paperwork coming into the company was very high. Using TraX AP all invoices are recorded in accounts software and, by default, put on hold, then using individual or group policies, staff within the business are notified about invoices that are awaiting approval.

• Scalability and Adaptability: Over the years Butlers Chocolates have expanded its business operations and the TraX solution has seamlessly scaled with them, catering to evolving document management and accounts payable needs. Having the local, expert team at EIS with over 20 years’ experience on hand played a crucial role as the development team could readily accommodate any customisations Butlers required to accommodate their unique ways of working.
• Seamless Integration:To extract maximum value from an electronic document management and accounts payable solution it’s vital that the integration API’s are robust. The team at EIS have integrated with over 100 such ERP/accounts system. For Butlers’ their current ERP system, has two-way real-time integration ensuring documents in TraX are auto verified against ERP data. The TraX solution is also easily accessible from within their ERP, streamlining workflow efficiency.
• Efficiency and Automation: For a company managing thousands of invoices annually, TraX proves to be a vital efficiency aid. Utilising TraX, all invoices/documents are automatically harvested via email, stored, indexed, and linked to related documents in the TraX document management solution. The tight integration with the ERP system enables seamless data verification, facilitating auto-approvals and efficient processing of invoices for payment in the ERP system.
• Customer-Centric Support and Responsiveness:Over the years, Tommy highlights the exceptional knowledge and responsiveness of the EIS team. ‘As Butlers’ needs evolved, the EIS team worked proactively to accommodate any changes we required. Paul, Dessie, and Fergal are experts in their field and have always been able to facilitate our requirements. On a day-to-day basis support issues have thankfully been minimal, but having ready access to a local support team is reassuring.’
• Swift Implementation and Ongoing Efficiency Gains:Tommy also acknowledged the well-managed implementation process enabling TraX to swiftly become an integral part of their operations. The system operates seamlessly, efficiently handling tasks equivalent to the workload of many employees, from extracting and storing invoices to facilitating auto-approvals and posting to the ERP system.

Recommendation

We are delighted with TraX and the customisations that the guys have developed for us. Fergal and the team easily understood what we needed and delivered on that and more.

Tommy Murphy, Butlers Chocolates