Bookkeeping Business Simplifies Uploading and Storing Financial Documents with GlobalSearch and GlobalCapture

Meet Books N Billing

Based in Melbourne, Florida, Books N Billing, a woman-owned and USAF Veteran owned business, works as a back-office specialist for a businesses bookkeeping needs. Focusing on small businesses, entrepreneurs, and salespersons regularly on the go, Books N Billing helps companies streamline their accounting processes and organize their financial documents to help them increase productivity and have a clearer picture of their business finances.

Challenge

Books N Billing was looking for a solution to replace the solution they used to store customers and their own businesses’ files. Their old solution was no longer compatible with the software they were upgrading to. Office Manager, Sheila Burak-Farquharson, works daily scanning client files, including receipts, financial paperwork, and invoices. Among many other tasks, she is also responsible for scanning in the mail, ordering office supplies, and assisting clients by answering any general questions.

Solution: GlobalSearch® and GlobalCapture®

Konica Minolta, a partner of Books N Billing, who helps with their printing services, highly recommended Square 9’s GlobalSearch and GlobalCapture. “We were upgrading our solution, trying to tweak some things, and the solution that we had was no longer compatible with what we were doing and the software we were upgrading to,” said Sheila Burak-Farquharson. The implementation process was slower than they expected to get all their documents moved over correctly, but now that they are up and running with GlobalSearch, the Books N Billing staff likes the ease of use for themselves and their clients.

“GlobalSearch is very user friendly; we can add index fields to the documents in GlobalSearch no matter our locations, and clients can view their information when they need to,” said Burak-Farquharson.

Benefit

“The coolest thing about GlobalSearch is when I can scan in everything at once; all of the documents from different clients and the QR Coversheets separate each document,” said Burak-Farquharson.

Once the documents are in GlobalSearch, Sheila can log in and index the documents after, either in the office or at home. “That was one of the benefits, especially with Covid shutdowns, being able to access this information if I was working from home, I was still able to index these documents from my house and work efficiently,” said Burak-Farquharson.

Result

“We would definitely recommend GlobalSearch to our peers. It’s a very cool process to scan and store documents, especially for small businesses. It’s very fast to scan the documents in, and there is little to no delay time for when it gets into GlobalSearch ”, said Sheila Burak-Farquharson.

“It’s very convenient. I can scan anywhere from 100 to 600 documents in the office and then go home and index the documents if I needed to”, said Burak-Farquharson.