Surprisingly unknown? The difference between "accounting systems" and "document management systems."
This time, I will explain the differences in roles between the "accounting system" and the "document management system," which are surprisingly not well-known, as well as points that are often overlooked in legal compliance.
■ The difference between accounting systems and document management systems is their "scope of coverage."
- Accounting System = Management of "money (numbers)"
- Document Management System = Management of "evidence (documents)"
■ Documents often overlooked by accounting systems
The accounting system primarily focuses on "accounting processing."
- "Estimates" where no money movement occurs
- "Delivery notes" and "purchase orders," which are intermediate points in transactions
⇒ There are cases where these are not stored or managed within the accounting system.
This could be considered a deficiency under the Electronic Bookkeeping Preservation Act.
■ Supplementing the missing parts with an "independent system"
While there are high-function ERP (Enterprise Resource Planning) systems that can manage everything from estimates to invoicing seamlessly, the reality is that the cost can be a significant barrier to implementation.
Therefore, managing documents with an independent document management system like paperlogic is also an option.
Paperlogic is currently offering a free trial. Please feel free to contact us.

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