Manage Documents - Finance Documents
Document Management for Finance Teams
Your finance team works with massive volumes of documents. Each day finance teams create invoices, contracts, and budgets that must be effectively managed. It’s no small task when you’re dealing with thousands of financial documents across large, global accounting, legal, and treasury teams.
KnowledgeTree offers smart, business-class tools to help you control business processes for your finance documents.
Smart Resources
Analytics Drive Business Efficiency
How analytics help document management and process efficiency.
Get Started! 8 Best Practices
The 8 steps you should take to start managing documents.
KnowledgeTree increases efficiency across your finance organization:
Smart Tools
Organize invoices, contracts, and budgets using client name, tax year, or other customizable groupings. You can even tailor Smart Processes to manage how your team reviews and approves important finance documents.
Smart Insights
Identify documents that are valuable to you and your team. Is there a new best practice model that you should use? Social tools let you quickly spot documents that make you more productive.
Smart Teams
Quickly spot new and changing documents. A new budget template has been approved? You can identify useful content like this fast and see what colleagues are working on.
Smart Extensions
Create, edit, and share documents like budgets directly from Microsoft Excel or Word. That makes it easy to work with financial documents directly in the Microsoft Office tools you use every day.
Document Management for Finance Teams
Finance teams have to organize hundreds of documents everyday. These documents matter because they either approve deals, pay people or contain important legal information. The task is to make contracts, invoices, and proposals easy to find, and easily accessible to teams.
Managing Document Reviews for Finance
Step 1: A new budget needs to be reviewed before it goes through the final stages. The problem is that the finance team has a dozen other invoices and presentations to send to HR and legal departments before end of business.
Control the documents that matter with Smart Tools. Create descriptions specific to your company like client names or tax years, so that the content that matters is easy to find. Use customized Smart Processes. Create workflows that allow HR and legal teams to make necessary changes to documents online from a secure vault.
Managing Documents through the Approval Process
Step 2: The legal team wants to adjust a clause in the contract the finance team sent over and HR has just finished modifying a stack of invoices.
Manage draft changes with Smart Alerts and Smart Feeds. Teams can comment on changes in real time so you don’t have to waste time looking through tons of emails. Each time a change is made you are alerted immediately. You can even choose which teams are notified.
Let’s say you reach a snag in the process. You discover that HR didn’t use last year’s template correctly when creating the invoices and there’s no time to track down the appropriate document.
Identifying the documents that matter is a cinch with insights and analytics. Using Smart Insights you can easily surface content that is useful to you and your colleagues. Simply “like” valuable documents and track the ones that are frequently commented on, downloaded, and reviewed.
You can even create and edit documents using the Microsoft Office tools your teams use everyday like Microsoft Excel or Word.
Manage Changes to Finance Documents
Step 3: The appropriate changes to the contract have been made and are awaiting approval.
Share documents through your secure vault with Smart Sharing. Securely send important documents from your browser, desktop or mobile device. Whether you are at home or in the office, you always send the most relevant versions because they are managed within your KnowledgeTree vault.
Documents that matter like contracts, invoices and proposals are easy to manage from start to finish with document management tools. Easily share, edit, and review critical documents online or from your Android, iPad, iPhone or personal computer. KnowledgeTree helps you work smarter with documents.