TrinDocs successfully integrated with Microsoft Dynamics NAV (formerly Navision) ERP system at Tosh Farms, which led to their ability to retire a legacy system, saving them thousands of dollars a year. In addition to automating payables, TrinDocs also tailor made a credit card reconciliation worflow to automatically reconcile monthly credit card statements!
Unique Situation
As a growing businesses, Tosh Farms needed upgraded file storage and invoicing capabilities. They looked at Concur and other document management systems and chose TrinDocs for the flexibility and cross-functional use of the solution. TrinDocs allowed Tosh Farms to buy one system instead of two, saving them thousands of dollars a year while also satisfying their unique business needs.
Tailored
In addition to payables, a credit card reconciliation worflow was added to Tosh Farms’ TrinDocs solution. This allowed users to submit credit card receipts to TrinDocs, which automatically reconciled with the credit card statement each month. After the reconciliation, TrinDocs creates a payables transaction for all credit card expenses with little to no user entry. The employees’ receipts, GL coding, approval, and reconciling is all done in one place! And, it’s all done virtually touch-free!