JMC
JMC
Industry: Transport & Logistics, 350 Employees
Products: TraX Foundation...
Leading Document, Information Management and Accounts Payable Automation Solutions from Enterprise Imaging Systems
Game-changing information & document management system
Digitise your accounts payable process with our trusted solution
Automate your document approvals process with ease
Integration APIs for seamless connectivity to your ERP/Accounts system
24-7 secure document access for customers or 3rd parties
Auto collate all supporting documents associated with a transaction
Looking for a tailored document management solution? We can help!
Manage and approve documents on the go
Beechfield Healthcare is a leading Irish supplier of healthcare products and services. They supply products to the HSE, nursing homes and private customers that are designed to make life easier for people with a wide range of healthcare needs.
Beechfield Healthcare had been using a system called FileStream to manage their files and documentation. However, the process it required was quite laborious and time consuming. It involved scanning everything in and saving it to the system, all of which had to be done manually.
There was also the ongoing task of manually attaching Proof of Deliveries (PoDs) to their invoices. This was especially important when working with the HSE, where every invoice needs a PoD or it won’t get processed.
They also wanted the new system to integrate with their existing delivery partner, DPD, who provided the PoDs, and Intact software, their ERP system. This was to ensure documentation and related approval tasks could flow throughout the business without any bottlenecks.
Beechfield Healthcare had been using a system called FileStream to manage their files and documentation. However, the process it required was quite laborious and time consuming. It involved scanning everything in and saving it to the system, all of which had to be done manually.
There was also the ongoing task of manually attaching Proof of Deliveries (PoDs) to their invoices. This was especially important when working with the HSE, where every invoice needs a PoD or it won’t get processed.
They also wanted the new system to integrate with their existing delivery partner, DPD, who provided the PoDs, and Intact software, their ERP system. This was to ensure documentation and related approval tasks could flow throughout the business without any bottlenecks.
Previously the team had been scanning some PoDs, while others came through the courier system. TraX transformed this process by synching all of these, automatically pulling the PoDs from DPD or from their scans, matching them to the invoice in the system and then emailing them to the relevant customers and storing them against all linked related documents.
Streamlined the Accounts Payable process Impressed with what TraX had achieved on the PoD and document management side, Beechfield Healthcare has recently implemented the TraX Accounts Payable Automation solution and it’s already eliminated the massive pile of paper from the desk. Up to then when invoices came in by email or post they would be printed off and put into Intact (ERP system) with the number written on them. This involved keeping a pile on the desk and going through them all one by one, scanning them in and saving them to their systems. Now there’s no printing involved – all invoices are automatically imported into the TraX Accounts Payable solution. The system links the invoice to the related deliveries and any other related documentation automatically and logs them in the ERP system, Intact iQ, ready for payment. It saves printing, paper filing and scanning and all of their documents are only a click away, readily accessible for the team. It’s made a big difference time-wise.
TraX had to be able to link up with their existing systems, including DPD and Intact. As EIS have built numerous native integrations with these solutions, and many more, documents flow easily between the related systems. If any issues occur Beechfield have found the EIS support team very responsive and they are usually back to them the same day.
They found the implementation process with EIS very smooth and straightforward. They did remote training in advance with the EIS training team, which was very helpful and answered all their questions. Once it was set up they were able to start using the system right away and found it to be an intuitive process, especially for anyone with Accounts Payable experience or familiarity with document management solutions.
Previously the team had been scanning some PoDs, while others came through the courier system. TraX transformed this process by synching all of these, automatically pulling the PoDs from DPD or from their scans, matching them to the invoice in the system and then emailing them to the relevant customers and storing them against all linked related documents.
Streamlined the Accounts Payable process Impressed with what TraX had achieved on the PoD and document management side, Beechfield Healthcare has recently implemented the TraX Accounts Payable Automation solution and it’s already eliminated the massive pile of paper from the desk. Up to then when invoices came in by email or post they would be printed off and put into Intact (ERP system) with the number written on them. This involved keeping a pile on the desk and going through them all one by one, scanning them in and saving them to their systems. Now there’s no printing involved – all invoices are automatically imported into the TraX Accounts Payable solution. The system links the invoice to the related deliveries and any other related documentation automatically and logs them in the ERP system, Intact iQ, ready for payment. It saves printing, paper filing and scanning and all of their documents are only a click away, readily accessible for the team. It’s made a big difference time-wise.
TraX had to be able to link up with their existing systems, including DPD and Intact. As EIS have built numerous native integrations with these solutions, and many more, documents flow easily between the related systems. If any issues occur Beechfield have found the EIS support team very responsive and they are usually back to them the same day.
They found the implementation process with EIS very smooth and straightforward. They did remote training in advance with the EIS training team, which was very helpful and answered all their questions. Once it was set up they were able to start using the system right away and found it to be an intuitive process, especially for anyone with Accounts Payable experience or familiarity with document management solutions.
“Between both systems, EIS has easily saved us a few days a week and even saved us having to hire another staff member.”
Gillian Coakley, Accounts and HR Manager
“TraX is now so vital to our business, I can’t imagine working without it.”
Gillian Coakley, Accounts and HR Manager
The team at Beechfield Heathcare are very impressed with the time and cost savings and the increased efficiency EIS has delivered for their business and would definitely recommend the TraX solution to other businesses.
Enterprise Imaging Systems (EIS) are the information management experts. Our electronic document management, scanning and accounts payable automation solutions make fast work of paperwork and make accounting a breeze, freeing you and your team up to focus on business growth.
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. However you may visit Cookie Settings to provide a controlled consent.
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-advertisement | 1 year | Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category. |
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
CookieLawInfoConsent | 1 year | CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie. |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
wpEmojiSettingsSupports | session | WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user's browser can display emojis properly. |
Cookie | Duration | Description |
---|---|---|
_fbp | 3 months | Facebook sets this cookie to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising after visiting the website. |
_ga | 1 year 1 month 4 days | Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors. |
_ga_* | 1 year 1 month 4 days | Google Analytics sets this cookie to store and count page views. |