Intacct/Laserfiche Integration with Workflow Activities
Intacct/Laserfiche Integration with Workflow Activities
CDI
The CDI Intacct integration for Laserfiche allows for easy connectivity and interaction between Laserfiche your Intacct accounting software.
See Pricing
The CDI Intacct integration for Laserfiche allows for easy connectivity and interaction between Laserfiche your Intacct accounting software.
Description

The CDI Intacct integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and your Intacct accounting software. By utilizing the Laserfiche web client, the CDI Intacct integration lets users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct interface. This full-access interaction gives users the time-saving ability to upload or scan documents through the Intacct interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your folder structure in Laserfiche will also be automatically generated per account, vendor, client, contact, POs, receipts, or other record type. This will ensure the creation of specific subfolder structures in cases where the folder structure does not already exist in Laserfiche. In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Intacct attributes, helping to optimize future searches in Laserfiche.

Features
  • Ability to view, scan, upload, edit, export, and delete documents directly from Intacct.
  • Ability to search and access vendors, clients, POs, and receipts lead documentation from within the Intacct interface.
  • Data auto-sync – updates in Intacct can automatically be applied to Laserfiche.
  • Includes Laserfiche Workflow Activities:
    • Create Record
    • Find Record
    • Retrieve Record
    • Delete Record
    • For Each Record
    • Update Record
  • Allows administrators to map Intacct attributes to Laserfiche template fields for optimized searching
  • Helps ensure the creation of standardized subfolder structures in Laserfiche for vendors, clients, POs, and receipts
Resources
Pricing

Intacct/Laserfiche Integration with Workflow Activities by CDI: $5,000
Intacct/Laserfiche Integration with Workflow Activities by CDI – Annual Support: $1,000

Contact
Categories
Accounting & Finance
Operations
Platforms
More Info

Product Release Date: 6/1/2020
Product Edition: V.1.0.0
Languages Supported:
English
Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.
CDI

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

Contact
Categories
Accounting & Finance
Operations
Platforms
More Info

Product Release Date: 6/1/2020
Product Edition: V.1.0.0
Languages Supported:
English
Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Client 9.0 or higher
  • A Laserfiche Named User License is required.