Products

Sourcelink

Benefits Comparison SourceLink Plus SourceLink Standard SourceLink Management
SourceLink 2014, the leading Document Management Solution in QuickBooks

Plus Edition: The ultimate easy-start solution for QuickBooks users looking to organize, retrieve and link files.

Standard Edition: Use Turbo Folder to automatically file, name, store, and streamline workflow as you go paperless (includes all Plus Ed. features).

Management Edition: Monitor, secure, and control Quickbooks usage with all the document management features (includes all Standard Ed features).

Added Reference Info of SourceLink Document Management Practice

SL_Plus_pkg
From $199
SL_Standard_pkg
From $229

From $299
new_ico Unlimited management rules     check_ico
new_ico Improved TurboFolder record filter   check_ico check_ico
new_ico Improved TurboFolder viewer interface   check_ico check_ico
new_ico Improved ScanWriter support check_ico check_ico check_ico
new_ico Improved link marker check_ico check_ico check_ico
new_ico Auto-sync feature between SourceLink Toolbar and QuickBooks check_ico check_ico check_ico
new_ico Improved Search/Report feature check_ico check_ico check_ico
new_ico Improved SourceLink Toolbar check_ico check_ico check_ico
Stop unauthorized QuickBooks
checks from printing
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Stop disapproved Bill and
Billpayment Checks from
processing
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Customize management rules for
Journal Entries
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Multilevel approvals with conditions     check_ico
TurboFolder Viewer outside of
QuickBooks with DMS.
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Attach files directly from Outlook and
Web Bases programs
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Search MyNotes for key phrases check_ico check_ico check_ico
Retrieve function to improve user
interface
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Show related transactions with print
options
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Advance folder set up per transaction
type
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Route deleted files to a folder
location.
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View list of QB records with link file
with print/email option.
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Hot key to automatically pull up
SourceLink window.
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Email MyNotes contents with linked
file and QB record.
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Folder structure filter by date,
amount, paid status.
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Send a Request for Approval on 26
different QB record types
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Set custom conditions to automate
request for Approval
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Approve or deny pending requests     check_ico
Use Email to send requests for
Approval
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View History of all Requests/
Approvals/ Denials for a QB record
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View Exception Report of all
Approvals
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Automatic folder set-up consisten
with QuickBooks
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Automated document filing/naming
based on QB record
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View document folder structure
directly in QB
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Email and print from folder structure
viewer
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Automatic filing structure (Turbo
Folder)
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Back up and restore configuration
along with QB company
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Email all links with QB record   check_ico check_ico
File and retrieve source files directly
from 26 QB Records
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Attach electronic sticky notes to 26
QB record types
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Scan and attach documents directly
from QB record
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Integrated into QuickBooks menu check_ico check_ico check_ico
Use Windows file system (no private
proprietary file system)
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Move and copy documents to and
from designated location
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Attach Web links to QB Record types check_ico check_ico check_ico
Create immediate action items (Hot
Note)
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 Fully integrate toolbar check_ico check_ico check_ico
 SourceLink drop down menu check_ico check_ico check_ico
 Show Related Entity/Items check_ico check_ico check_ico
 Drag/Drop linking feature check_ico check_ico check_ico
 Enhanced Link from Outlook
link from all emails
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 Added SSL email connection to
link from all emails
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 SourceLink prompt for ‘Deposit’ check_ico check_ico check_ico
 Search by ‘Paid’ or ‘Not Paid’
invoices or bills
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 Save TurboScan parameters check_ico check_ico check_ico
 Support multiple versions of QB
concurrently
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Call 800-688-4281 for a free SourceLink demo.

See the features and experience the benefits firsthand.

Talk to one of our friendly representatives today!

Email us at info@personable.com for a Free Demo


From $199
SL_Standard_pkg
From $229

From $299