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DocuPhase provides automation of Accounts Payable and Contract workflows that increase efficiency and accountability, allowing users to …
Overview
What is DocuPhase?
DocuPhase is a business software product consisting of four software cores: workflow automation, document management, electronic forms, and data capture. It provides efficiency and performance to companies of all sizes in various industries. By automating the entire Procure-to-Pay process from invoice...
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What is DocuPhase?
DocuPhase is a browser-based forms and document management-oriented workflow automation software from the company of the same name (formerly iDatix). The solution features DocuPhase Progression, which the vendor states allows users to integrate, design, execute, manage and ultimately transform a…
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Product Demos
Optical Character Recognition - OCR Software & How it works | DocuPhase
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DocuPhase Accounting Automation - Software Demo
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Product Details
- About
- Tech Details
What is DocuPhase?
DocuPhase is a business software product consisting of four software cores: workflow automation, document management, electronic forms, and data capture. It provides efficiency and performance to companies of all sizes in various industries. By automating the entire Procure-to-Pay process from invoice capture to vendor payment within one solution, it delivers an integrated AP Automation and Vendor Payment system that completely automates the 3-way match process.
DocuPhase can be used to automate processes across departments or teams, regardless of whether they are back-office accounting processes or customer-facing dashboards or portals. With its integration capabilities with multiple ERPs including NetSuite and Microsoft Dynamics GP, it streamlines and simplifies workflows while also standardizing processes for accuracy improvement and faster completion times.
In conclusion, DocuPhase brings together data, content, and processes by applying digital transformation throughout businesses. The software eliminates repetitive manual tasks while boosting consistency by creating standardized workflows that improve accuracy and reduce time to completion.
DocuPhase Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
DocuPhase provides automation of Accounts Payable and Contract workflows that increase efficiency and accountability, allowing users to tackle a variety of business problems. The software's ease of access to information has been critical for companies, providing a centralized location for everyone to access data, especially now that many remote users need to be accessing company data from different locations. DocuPhase has helped businesses get rid of paperwork, control purchasing requests, streamline Accounts Payables processes, and reduce the time it takes to get forms sent back and forth.
Users have found the software invaluable in creating automated onboarding and status changes for employees and contractors, purchase orders, accounts payable invoices, check requests and payroll adjustments, PTO requests, vendor management, and accident reports. Additionally, DocuPhase empowers creative collaboration through the ability to provide input and be part of the process. Companies have reported that DocuPhase has improved overall efficiency and trust by ensuring no one forgets to do something because it is right there on their worklist. Ultimately, DocuPhase has helped speed up processes while also allowing better visualization into tasks through the creation of different workflows.
Users have made several recommendations for implementing and using DocuPhase:
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Careful planning and input from all users: It is important to plan carefully and involve all users when implementing DocuPhase. According to users, strong initial processes are necessary to avoid issues later on.
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Swift support for bug resolution: Some users have suggested that support could be quicker in addressing bugs or issues in the system. They recommend improving the speed of support to ensure a smoother experience for customers.
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Clear goal and understanding of processes: Users advise having a clear goal of which processes to automate and taking the time to understand how the system works. This knowledge will help in building around the system effectively.
These recommendations highlight the importance of thoughtful planning, efficient support, and a comprehensive understanding of the system for successful implementation and usage of DocuPhase.