KwikTag Software
KwikTag is a hybrid content management (CMS) solution that features expense management, forms, sales and workflow automation capabilities. The solution is designed to serve different set of industries such as healthcare, automobile, electronics and more
Accounting process automation feature helps to assist and manage financial processes. Kwik accounts payable solution helps to automate data routing, transaction data entry and reporting of invoice and payments. The expense management and reporting features help to manage coding receipts and allows users to generate expense reports in Excel format.
Sales automation feature allows users to manage sales orders which includes contract approval, materials receiving and more.
Other features include vendor management, contract management, corporate forms and more. The solution integrates with Microsoft Dynamics ERP.
Support is available via phone and ticket.
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Case management -
Reports and audits -
Document share -
Document retrieval -
Document library -
Approval center
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10
1 Review of KwikTag
Michael from Keiter
Specialty: Accounting / CPA
Employees number: 201-500 employees
September 2017
September 2017
Great Workflow Tool for Payables
Pros
Allows for a complete documentation of the review and approval process all the way through posting to the general ledger. Having the invoice image attached to the transaction is invaluable in communicating with budget managers and reporting of results.
Cuts research time dramatically and there are virtually no lost or misfiled invoices. Strengthens the documentation of our expenses and increases the accuracy of month end and year end accruals. Cuts research time significantly.
Cons
Users need to be specific in the wording of approvals and rejection notices. Some customization needed to make the process use more visual cues to distinguish next steps and issues delaying approval.
