Fully integrate toolbar |
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SourceLink drop down menu |
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Show Related Entity/Items |
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Drag/Drop linking feature |
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Enhanced Link from Outlook
link from all emails |
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Added SSL email connection to
link from all emails |
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SourceLink prompt for 'Deposit'
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Search by ‘Paid’ or ‘Not Paid’
invoices or bills |
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Save TurboScan parameters |
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Optimized Turbo Folder viewer
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Optimized Search MyNotes
functionality
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Support multiple versions of QB
concurrently |
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Follow source files from related
transaction |
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Retrieve function to pull up
SourceLink Window |
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Stop unauthorized QuickBooks checks from printing |
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Stop disapproved Bill and Billpayment Checks from processing |
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Customize management rules for Journal Entries |
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Multilevel approvals with conditions |
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TurboFolder Viewer outside of QuickBooks with DMS. |
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Attach files directly from Outlook and Web Bases programs |
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Search MyNotes for key phrases |
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Retrieve function to improve user interface |
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| Show related transactions with print options |
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Advance folder set up per transaction type |
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Route deleted files to a folder location. |
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View list of QB records with link file with print/email option. |
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Hot key to automatically pull up SourceLink window. |
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Email MyNotes contents with linked file and QB record. |
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| Folder structure filter by date, amount, paid status. |
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| Send a Request for Approval on 26 different QB record types |
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| Set custom conditions to automate request for Approval |
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| Approve or deny pending requests |
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| Use Email to send requests for Approval |
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| View History of all Requests/ Approvals/ Denials for a QB record |
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| View Exception Report of all Approvals |
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Automatic folder set-up consisten with QuickBooks |
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| Automated document filing/naming based on QB record |
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| View document folder structure directly in QB |
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| Email and print from folder structure viewer |
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| Automatic filing structure (Turbo Folder) |
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| Back up and restore configuration along with QB company |
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| Email all links with QB record |
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| File and retrieve source files directly from 26 QB Records |
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| Attach electronic sticky notes to 26 QB record types |
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| Scan and attach documents directly from QB record |
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| Integrated into QuickBooks menu |
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| Use Windows file system (no private proprietary file system) |
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| Move and copy documents to and from designated location |
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| Attach Web links to QB Record types |
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| Create immediate action items (Hot Note) |
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