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AP Invoice Automation Best Practices

  Remove Paper Halt the flow of paper in invoice and AP processing to save paper, print and people costs. Make accurate invoice images available to everyone, preserving the value of “seeing the invoice.”   Move to e-invoicing Support multi-channel invoice submission (email, FAX, EDI) , so you can migrate paper-based suppliers to more efficient electronic channels of invoice submission and processing. Moving to electronic invoice submission enables electronic notification and confirmation services thereby improving supplier communications and eliminating costly human response services.    Control & Visibility Gain complete control and visibility of invoice receipt and AP processing, from start to finish. Automatically create audit trails, enforce business controls, escalate issues, and manage supplier interactions.    Faster Processing Automatic invoice capture, deadline-driven workflows and a “no rekeying” approach accelerate end-to-end AP processing.    ...

District Attorney Improves Organization Efficiency and Compliance with eDiscovery Case Issuance System

Most government agencies rely on the creation of documents and form-based approval processes to meet internal service requests. For agencies faced with mandated performance timelines and mission critical processes that often affect public safety, the only option is to fund and train staff to continue using costly and often redundant non-integrated business processes to compete these tasks.    One of the largest District Attorney’s (DA) within the State of California recently requested that Hershey Technologies partner with them to streamline the receipt, organization and delivery of case management content that is required by the courts to then be provided to the Public Defender and private practice defense attorneys.   In order to prosecute criminal defendants, the DA’s Office is required to capture a great deal of discovery information (evidence) in multiple formats (paper, photos, FAX, Adobe PDF, audio and video files) and from various law enforcement agencies. Subject to state and fede ...

Fix false “permissions” error when exporting documents from Kofax Capture to SharePoint 2013

Background Info / Overview As an IT solution provider that focuses heavily on document capture and ECM solutions for Microsoft SharePoint and a Diamond Partner for Kofax, Hershey Technologies’ consulting team frequently configures the Kofax Export Connector v8.3 for Microsoft SharePoint at various customer sites as well as in numerous demonstration and test environments.   This export connector is compatible with SharePoint 2010 and SharePoint 2013 (including Office 365) and is included with the purchase of Kofax Capture version 9 or 10.  This export connector is very straightforward to configure when exporting from Kofax Capture to SharePoint 2010.  However, when exporting to SharePoint 2013, there are a few extra configuration steps required that are not fully documented in the Administrator’s Guide.   The tricky part is that the export setup process from the Kofax Admin module with SharePoint 2013 is very simple, but when you start to export documents from Kofax, you may encounter some ...

Under Kofax Maintenance? Stay Up To Date For Free!

Did you know that if you have current Kofax software maintenance you are entitled to free software updates?  Take a moment to review the current versions of the software running in your environment, it may be time to upgrade and the new versions are no cost to you!  In addition to ensuring that your organization stays on current supported versions, these new versions have hundreds of beneficial updates and enhancements to increase your usability and productivity.  All software currently licensed to you is available for download through delivery.kofax.com.  If you have not already created an account, simply enter your company information and Kofax serial number(s) to create one.  For easy reference, below is a list of the latest versions of popular Kofax software available from delivery.kofax.com:   Kofax Analytics for Capture 1.1 Kofax Capture 10.1 R2 Kofax Express 3.1 Kofax Front Office Server 4.0.1 Kofax Import Connector 2.3 Kofax TotalAgility 7.0.2 Kofax Transformation ...

Keeping Your Current Kofax Software Updated!

  Like many other software providers, Kofax strives to provide quality software that functions optimally in many different environments.  This requires the occasional service pack or fix pack.  If you do not already apply these updates, we strongly recommend you consider doing so.  To that end, wouldn’t it be nice if someone put together an easy list of the popular links to the latest updates for your software?  Look no further, here it is; a current list as of the writing of this blog.  Each link will take you directly to the download from the Kofax Support FTP update site.   As with all software, we certainly recommend applying updates to your test environment first.  Enjoy the updates.   Recent Kofax Product Service Pack and Fix Pack Releases Important Technical Support Updates as of January 15, 2014   Kofax Capture 9.0.3 English (9.0, Service Pack 3) Kofax Capture 9.0.3.11 English (9.0, Fix Pack 11) Kofax Capture 10.0.2 English (10.0, Service Pack 2) ...

Use of ECM Technology for Electronic Utility Bill Processing & Analysis

  For companies, school districts or other government agencies with many locations across the country, the need to drive down utility costs and improve facility efficiency is critical to using limited budgets and managing expenses to stay competitive.  Hershey Technologies now provides an ECM solution that enables clients to focus on proactively driving cost savings and facility efficiencies, often using existing OCR and content management tools to capture key energy use data, report and digitally archive utility bills.     For most Californians, electricity could soon cost different amounts at different times of the day.  And not surprising their utility bills could rise as a result.  Costs of energy, water and other utilities continue to rise to due to limited resources, rising wholesale costs, state taxes, capital investment programs designed to protect quality and availability and lastly personnel costs that are impacted with escalating medical and other benefits.   ...

(Almost) Everything you need to know about editing PDF files stored in SharePoint! (Part 1)

  Other than content created from Microsoft Office, one of the most common file types stored in SharePoint is PDF, with most people using Adobe Reader to open and view PDF files from SharePoint.  Since Adobe Reader is free, this approach works just fine for “read-only” scenarios.  But what happens when users need to edit PDF files?    Editing a PDF file’s metadata can be challenging because SharePoint’s “Edit Properties” feature does not display the document, requiring users to go through extra navigational steps to look at the document before they can edit the metadata.   Adobe makes it challenging to edit PDF files that are stored in SharePoint, even if you have Acrobat Pro.  Acrobat users commonly go through a clumsy workaround that allow users to edit PDF files from SharePoint: Open PDF file in Adobe Acrobat and modify PDF pages as needed Use File>Save As to create a local copy Re-upload PDF back into SharePoint either with the same name or a different name   ...

Recap of SharePoint Saturday Phoenix – November 23rd, 2013

Just got back from SharePoint Saturday Phoenix; It was a great event, so I wanted to post a brief recap of my experience.  This was my 7th SPS as a speaker.  Hershey technologies was also a Silver Sponsor and Neal Fischer attended to man Hershey’s table in the exhibitor room.   Here is how the event went down…   Speaker Dinner The event started off with the speaker dinner Friday night at the Rustler’s Rooste, an authentic country/western steakhouse.  Fortunately, Neal and I met up with Naomi Moneypenny (@nmoneypenny) and Christian Buckley (@buckleyplanet) at the hotel.  Christian was cool enough to take us all in his rental car to the restaurant, so we didn’t need to take a cab.  The food was outstanding (and in HUGE quantity).  We met up with other speakers, including old friends like Owen Allen (@owenallen) and of course the event organizer Eric Stoltze (@estoltze).  It was one of the mellower SPS speaker dinners I’ve attended and we got back to our hotel pretty ...

Catching the next wave ...Capture Software ...its not about scanning anymore.

  While we await the tsunami of mobile capture applications, the immediate wave to contend with is the ability to chart a course to effectively process documents from electronic sources such as email, fax, file shares or web services.  Use of email and its ability to attach high valued documents is now the rising communications wave that challenges business today.  Sending email attachments including "einvoices " from accounting departments that wish to maximize cash flow and reduce mail time delays, is one of many examples how the email is the communications model of choice for the majority of business today - simple, fast and effective. Unfortunately for companies receiving and processing email attachments can include a number of costly manual and time consuming tasks including: assignment of staff to monitor one or more email accounts, file review classification, routing and more often than not printed, and document prepping tasks in order to be scanned in ...

Why Analytics and Business Intelligence for Capture Matters…

    Business intelligence offers organizations the ability to gain valuable insight that can lead to more effective decision making. For organizations that have deployed content capture systems to process high valued document based communications, such as sales order processing, accounts payable, claims processing and human resource applications, provision of analytics enables organizations to get a more accurate and detailed picture of what is going on in terms of information capture process and impact on the organization.  Analytics is often defined as the discovery and communication of meaningful patterns and relationships displayed in appealing interactive highly visual data relationships (charts, tables, scatter diagrams).   Key business drivers and value of analytics,  a form of business intelligence can do this in different ways provision of an accurate view of near-real time performance and the ability to not only identify operational costs, liabilities, SLA performa ...
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