White Papers

Regaining Control:  Managing the three Cs of Controllers with AP Automation.

The accounts payable department is increasingly seen as a potential solution for controllers to achieve their three primary job responsibilities, the three Cs: Cash, Control and Compliance. This whitepaper discusses the challenges controllers face and how to regain control of the three Cs with AP automation. Read more.


Do You Have a NAV Year's Resolution?

So you’ve established some personal New Year’s Resolutions for 2016, but what about some business resolutions? Maybe a NAV Year’s Resolution? This joint whitepaper with Solution Systems, Inc. discusses the benefits of Microsoft Dynamics NAV for your accounting department, and how to further enhance your NAV solution with document management. Read more.

Don't Miss the Brass Ring:  Implementation Strategies that Deliver Maximum Return on Investment in Accounts Payable Automation


To combat high operational and storage costs, manual data entry, errors and inefficiencies that are associated with paper-processing, many companies deploy AP automation technology. To assure that they are getting the most out of their document management solution and achieving maximum ROI, the Institute of Financial Management (IOFM) highlights proven implementation strategies in Part 3 of this sponsored whitepaper series. Read more here.

The 7-Step Formula for Choosing the Right AP Automation Solution.

Choosing an AP automation/document management system that's right for your company can be a daunting task.  Part 2 of this sponsored Institute of Financial Management (IOFM) white paper series explores seven steps that can make choosing an AP automation solution easier and more successful, including setting clear objectives, researching potential vendors, defining processing requirements and setting and maintaining a strict budget.  Also learn how Leeco Steel, a supplier of carbon, HSLA and alloy steels greatly enhanced their accounts payable processes by implementing AP automation.  Click here to read the report.

Not Your Grandfather’s Filing Cabinet: Four ways document management solutions optimize accounts payable, accounts receivable and human resources

Today’s businesses run on information, and efficiently managing that information is vital. It’s time to abandon your grandfather’s old metal filing cabinet and replace it with a paperless solution that will help you better manage your company’s financial processes. Learn more about the problem with paper and how document management can help.

Click here to read the report.

Decentralizing IT – Software Choices in the User’s Hands has Benefits

Decentralizing IT – Software Choices in the User’s Hands has Benefits

Since the development of cloud‐based computing, its proponents have focused on the benefits of connecting, but the cloud’s most significant impact on enterprises in the immediate future will have more to do with pulling away. 

When infrastructure and data are hosted virtually, everyone in an enterprise can simply tap into the cloud to pull down software applications, to upload and store documents, and to share information from anywhere at any time. The next winds of change driven by the cloud, however, will bring a new interest in the decentralization of technology.

Click here to read the report.

Paperless ERP in the Cloud

The cloud is rumbling through industries and supply chains with an ever more dominating presence and an amazing ability to cut costs, increase productivity and boost revenues, all at the same time. Businesses covered by the cloud are shifting their IT hardware, software and networks from their own server rooms to hosted online data centers, where they subscribe to the IT services they need rather than building and maintaining an IT infrastructure on their own premises.

Companies will not realize the full impact of cloud‐based ERP without taking one important step: removing paper from their accounting processes. Even though business transactions and accounting systems today are moving at ever accelerating broadband speeds, many businesses continue to use paper in their accounts payable and receivable processes, and soon they are likely to show the economic and competitive strains of trying to keep up with the pace, accuracy and efficiencies demanded by suppliers and customers alike. The good news is that switching to Paperless ERP with automated AP and AR capabilities has become simpler than ever with low‐cost, cloud‐based ERP platforms and automation software.

Click here to read the report.

Speeding the Payables Process

Any business with multiple locations faces a considerable and constant challenge: how to round up invoices from far‐flung branches in a timely way to ensure that accounting projections are accurate and late‐payment penalties are avoided. Paper invoices float everywhere within outlets and between headquarters and remote sites.

Each store manager may have his or her own methods and schedules for handling these invoices and shipping them on to headquarters, and that can cause chronic headaches for accounting staff.

Click here to read the article.

Shortening the Cash Conversion Cycle

The cash conversion cycle, or CCC, gauges the efficiency of a company's cash management and often is a predictor of the performance of the retailer's stock returns. An efficient CCC allows a business to remain ahead of competitors, to showcase a healthy company for potential customers and investors, and to spend more time on business-growth activities like sales and marketing. Obtaining this kind of efficiency, however, proves difficult for some organizations, especially those AP/AR departments that still must deal with literal paperwork instead of digital purchasing and payment documentation.

This document describes several ways in which a Microsoft Dynamics Paperless ERP solution can contribute to a more efficient cash conversion cycle.

Click here to read the article.

Focusing on Customer Relationships in the Order-to-Cash Cycle

Traditionally, discussions of accounts receivable (AR) focus on accelerating collections and driving down Days Sales Outstanding (DSO). What can get lost in this pursuit is a holistic approach to receivables management that looks beyond internal processes and addresses the customer's impact on AR success. This Insight builds on recent AR research (The Order-to-Cash Cycle: Enhancing Performance with Process Automation, July 2011) to explore the importance of customer relationships to managing the Order-to-Cash cycle.

  • Top-performing receivables organizations minimize disputes and deductions, achieving levels 50% lower than Laggards.
  • Best-in-Class companies lead the way with by accepting more electronic purchase orders, distributing more electronic invoices, and receiving more electronic payments than their competitors.
  • Top-performing companies excel in the physical supply chain as well, achieving 95.2% on-time and complete deliveries.

Click here to read the report.

Uncovering the Real Value of ERP for Midsized Companies

As midsized companies have embraced enterprise resource planning, or ERP, to maintain their competitiveness, they have quickly learned a fundamental truth: technology can move a company forward only as far as its business processes allow. The technology's effectiveness is inhibited, by the processes that feed data into the ERP system and the movement of that data across the organization.

In this white paper, you will learn:

  • Why technology like Optical Character Recognition (OCR) and automated workflow can ease the transition to paperless ERP
  • Why vendor and customer portals are key enablers to efficient business processes
  • How to assess the value AP and AR automation for Microsoft Dynamics ERP
  • Key organizational and operational best-practices for deploying automated document management
  • The future of automated document management for ERP - beyond the accounting department

Click here to read the report.

Metafile Whitepaper Examines Appetite for AP/ERP Tech Integration, Pinpoints Importance of Process Before Technology

Metafile recently launched a comprehensive white paper entitled, "Why a Critical Look at Accounts Payable Processes Makes AP and ERP Technology Work."

This white paper offers a comprehensive look at opportunities to empower and elevate accounting departments in all industries from task-completer to strategic and trusted advisor for the C-suite, including:

  • Determining and evaluating the real impact of paper and process challenges
  • Enabling intelligent automation in accounting to drive real efficiency
  • Research from MSDynamicsWorld.com regarding the extent to which accounting professionals are using AP document management technology and prioritizing AP/ERP technology integration
  • Methods for evaluating AP technology vendors' experience in enabling intelligent automation through AP/ERP technology integration

Click here to read the report.

Aberdeen E-Payables Benchmark Report: The Strategic Value of AP Automation

For Accounts Payable (AP), the time is ripe for redefinition.  Difficult economic times have heightened the need for cost-cutting efficiencies and have brought focus to the value (and current lack) of visibility into invoice and payment status.  In a paper-based world, AP's ability to meet these challenges is severely hampered.  As the economy continues its recovery and business volume picks up, leading companies will be those who pursue strategies to automate their back-office functions, opening up new areas for cost savings, cash management, and improved supplier relations.  This study explores how enterprises of all sizes can drive efficiency gains for automation, and how these improvements enable them to better pursue strategic initiatives. Click here to read the report.

Aberdeen E-Payables Benchmark Report: Invoicing and Workflow April 2010

The accounts payable function is becoming increasingly strategic to the overall enterprise, but a lack of technological maturity and reliance on paper-based documents and manual processing methods is impeding its evolution.  The Aberdeen group conducted its latest study to provide an overview of the current state of accounts payable departments, and focuses on improving the approaches enterprises take when handling invoice receipt and approval workflow.  This is the first major step in the A/P process, and can be crucial toward driving this function's strategic value across business cost containment efforts.  Read this complimentary report to learn compelling facts from the research, providing actionable benefits.

Aberdeen E-Payables Benchmark Report: Accounts Payable Rising

In the summer of 2008, Accounts Payable (AP) as a function and process appeared to be on the cusp of a broad-reaching transformation.  Interest in and budgets for Accounts Payable were on the rise; the marketplace was ready for change.  Instead, there has been more of the same; the arc of AP's trajectory diverted by the global credit crisis.  In response to the ongoing economic challenges, many enterprises reprioritized initiatives away from AP transformation projects in 2009.  But, with cost containment and cash management still at the top of the executive agenda, accounts payable professionals find themselves more-closely aligned with senior leadership than at any time in recent memory.  And leading AP departments are prepared to deliver in 2010.  In point of fact, these leaders are rising...rising to support executive goals, rising to new levels of perfomance, and rising in significance within the enterprise.  Accounts Payable will rise in 2010.  Read the latest Aberdeen E-Payables Benchmark Report:  Accounts Payable Rising for more compelling facts from the research that provide actionable benefits for your organization.

E-Payables: Invoice Receipt and Workflow: Cut Invoice-Processing Costs and Time by Over 90%...Now

The accounts payable function has risen to prominence in recent years as a back-office after-thought that can be transformed into a useful cash management mechanism. However, recent Aberdeen research has found that the majority of enterprises are still employing manual methods of invoice-processing, which has inflated both processing costs and cycle times. The E-Payables: Invoice Receipt and Workflow benchmark study, encompassing the intentions and strategies of over 130 enterprises, found that 75% of organizations are currently mired in a manual and paper-based rut in managing the initial phase of the accounts payable process.  Read this report to learn best practice strategies to automate your accounts payable  process.

The Aberdeen Group's Benchmark Report: "The CFOs View of Accounts Payable: Cash is King".

By supporting best practices in cash management, accounts payable departments are uniquely positioned to help offset the effects felt by today's economic crisis.  Learn more today by downloading The Aberdeen Group's Benchmark Report "The CFOs View of Accounts Payable:  Cash is King" sponsored by Metafile.


The e-Payables Benchmark Report from The Aberdeen Group and Metafile

Find out what paperless document management can do for you with the Aberdeen Group's "The E-Payables Benchmark Series:  Imaging and Workflow" report sponsored in part by Metafile.

Moving to Paperless With Automated Workflow, from The Accounts Payable Channel and Metafile

Learn how to streamline your accounts payable process effectively -- increasing productivity, lowering costs and improving vendor relations through the implementation and management of automated workflow.  In just 60 minutes, experts will provide you with the tools you need to move your office paperless.  Sign up today and view the presentation when it's convenient for you.

Discover Paperless Document Management with PayStream Advisors Report Sponsored by MetaViewer from Metafile.

PayStream Advisors Receivables Document Management report, sponsored in part by Metafile, creator of paperless financial automation solution MetaViewer, reveals appropriate strategies and solutions for effectively taking accounts receivables processes paperless.

The E-Payables Solution Selection Report: A Buyers Guide to Accounts Payable Optimization

In spite of indications of an economic recovery, executives continue to focus on trimming costs to stay competitive.  This selection guide examines best practices from two angles:  an optimization perspective, where AP processes are evaluated for suitability for technology support; and an automation perspective, where the right level of automation is determined for each process... Click here to read the report.

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