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Document Management Products

Automated electronic document management, the way you want it

Document Management Software

CNG-Books

Uniting Document Management with QuickBooks® Accounting

Accounting and document management accomplished in one step.

CNG-Books streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process.

  • Save time and increase productivity
  • Reduce data entry and filing errors
  • Find and file documents quickly
  • Support your existing accounting & filing procedures

With CNG-Books, the user can identify scanned documents for entry as a QuickBooks transaction. When the document is filed, a corresponding transaction is automatically created in QuickBooks with amounts and transaction appropriate information. Vendor bills, customer payments, and credit card expenses can be locally scanned or faxed from remote locations to a fax server for entry.

Document Management for QuickBooks

While viewing an image on screen, the operator enters information about the bill/payment. With the click of a button, the data is sent to QuickBooks and the image is sent to Cabinet NG.

Customer and vendor information are synchronized with QuickBooks accounts to speed setup and ensure consistency of accounting records.

 

When filing documents, the CNG-Books user is presented with the same pull down and data entry fields used in QuickBooks ensuring that transactions and documents are uniformly filed. Documents can be automatically routed through an approval process based on an extensive rule set and retention policies ensure documents are maintained for required periods.

A menu in QuickBooks enables your accounting staff to later identify and recall any document associated with a transaction, customer or vendor for reference. In addition, multiple supporting documents may be attached to a single transaction.

Companies that select CNG-Books enjoy rich document management underpinnings of Cabinet NG’s Shared Access Filing Environment (CNG-SAFE). CNG-SAFE can store and manage virtually any document format and with its client/server architecture, flexible security, workflow management, and activity tracking, it scales to fit the needs of growing companies.

 

CNG-Books expands QuickBooks' productivity by integrating QuickBooks data entry with Cabinet NG's document filing process. CNG-Books unites QuickBooks transactions with the correct business documents to make filing, locating, and sharing documents simple and secure.

Since 2004, CNG-Books has incorporated a stream of innovations that keep pace with user requirements and enhance functionality. CNG-Books gives user the ability to:

  • Send and share documents to any other Cabinet NG user within the organization. Built-in workflow automation improves office productivity by making the exchange of documents easy and efficient between users and user groups.
  • Automatically pre-fill new bills with data from historic bills to synchronize information quickly from QuickBooks. Pre-filling data helps to create a consistent and error free process when making new entries; automatic updates also keeps bills current and avoids confusion.
  • Make both credit and bill entries, and support multiple accounts payable and allow charges against multiple accounts. Professional bookkeeping has never been so easy.
  • Open a full range of file formats including PDF, Microsoft Word, Microsoft Excel, Text documents, and scanned or faxed images directly from within CNG-Books. CNG-Books now enables users to enter documents - vendor bills, customer payments, credit card statements - in their original format. Removing the time consuming task of printing and scanning documents is part of Cabinet NG's commitment to eliminating paper at its source.

 

CNG Books is compatible with the following versions of QuickBooks:

  • Enterprise v5 or later
  • Premier 2005 - 2008
  • Pro 2005 - 2008
  • Canada 2008 or later

 

Reviews

Document Management Systems Review Go there...
Clearly the sweet spot for CNG integration is through CNG-Books, which provides direct integration to QuickBooks. Overall Rating: 4 Stars
The CPA Technology Advisor, By John Higgins, CPA.CITP

Taking Your QB Clients Paperless With CNG 
Document management is likely to be to this decade what accounting software was to the 80’s.
The Sleeter Group, John H. Higgins

CNG-Books integrates Document Management with QuickBooks 
QuickBooks ProAdvisor Review

Cabinet NG Grabs the Gold Go there...
Cabinet NG one of the first IDN Members to reach Gold member status within IDN’s new member program.
Intuit Developer Network Spotlight

Awards

Awesome QuickBooks Add-Ons For 2007 
The CPA Technology Advisor, Doug Sleeter

"CNG-Books adds tremendous value for the multitudes
of accountants standardized in QuickBooks, and its
performance is well suited for firms that are growing
in size and sophistication."

- Doug Sleeter The Sleeter Group

CNG-Books Receives 5-Star Rating
This is the most comprehensive document management solution for QuickBooks we have found.
www.4luvofbiz.com

Innovation Awards Presented in L.A. 
Companies Honored for Technologies that Advance and Enhance Productivity for Tax and Accounting Professionals.
CPA Technology Magazine, Isaac M. O'Bannon

 

Granite Ridge Construction
Custom Home Builder Uses Electronic Document Management to Construct Operational Excellence.

Freeman Landscape
CNG and QuickBooks® Enterprise Solutions helps Freeman Landscape clear out the clutter of paper and find real business value with higher profits and newfound efficiencies.

Papa John's Pizza
Cabinet NG and QuickBooks give a restaurant franchisee the efficiency and control over document management that his growing business needs.

 

QuickBooks ProAdvisors

Cabinet NG partners with Certified QuickBooks ProAdvisors to supply document management solutions to their clients.
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