Payroll and Accounts Payable
Prior to Softdocs, Dawson’s payroll process took nearly five hours to complete and produced over 600 printed documents. Now, Financial Services is able to deliver direct deposit notices and check copies electronically to all employees. Employees can view pay stubs at their convenience through the district’s secure online portal, eliminating printed copies and replacing them with easily accessible electronic versions.
In addition, the Financial Services department is able to allocate their time saved to other valuable tasks.
“There’s no paper in our department. That means that documents are not lost. It’s all saved and filed electronically with minimal manual intervention.”
Dawson also worked with the Softdocs team to create a streamlined process using all components of the Softdocs Content Management Platform for their accounts payable process. Now, teachers, bookkeepers and other personnel fill out an electronic purchase requisition within Softdocs’ E-forms solution, which routes to a designated approver. The request is then reviewed and approved or denied with the click of a button.
Once approved, the purchase requisition data is entered into PC Genesis to create a purchase order. Electronic copies of the requisition and purchase order are automatically filed into the content management solution and indexed appropriately. Using a copy of the purchase order, it is then electronically delivered to the vendor via fax or email. Upon receipt of the order or services, the final invoice is matched and the payment is processed. All final documentation is electronically stapled and filed, creating a complete, electronic purchasing packet.