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Citizen Potawatomi Nation, a Microsoft Dynamics NAV User, Embraces a Paperless Work Environment as a Forerunner for other Native American Businesses
Date:7/30/2013

e file room dedicated to the storage of rolling files, all of which were filled with the past year’s vendor documents. All eight accounts payable technicians had at least one filing cabinet in his or her office, and an entire 30 x 50 metal storage building was filled with paper files. “We were at the point where there was no room to store anything else.”

doc-link was first installed in 2005 and continues to grow with CPN as a leading Native American business proactively adjusting to its own business advancements. When the tribe migrated its accounting software in 2010 to Serenic Navigator, which is built on Microsoft Dynamics® NAV, the new system’s ability to interface with doc-link was a crucial deciding factor. The new software provider worked with Altec to make sure doc-link worked correctly, he adds, “and the integration was built out to our specifications.”

“There isn’t another piece of software that’s comparable to doc-link. The workflow aspect is outstanding and has saved us a tremendous amount of time, particularly for our AP clerks.”

CPN continues to use doc-link workflow as its virtual AP inbox and for the scanning and storage of AR documentation, general ledger entries, bank statements, contracts, credit card statements, W-9 documentation, daily sales recaps and documentation of checks being signed on location.

Thanks to doc-link, CPN’s accounting and HR department uses its limited physical space more efficiently and has cultivated a more tech-savvy staff that works more effectively with vendors, managers and administration than before.

About Altec

Altec is a leading provider of Integrated Document Management (IDM) solutions to mid-market companies. For more than 25 years, Altec has provided a wide range of accounting-centric paper to paperless solutions including its flagship product, doc-link™, whic
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