| Kennedy
and Coe, LLC, Salina, KS
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For Further Information:
Francine Marlenée
Public Relations Specialist
Voice:
(562) 988-1688, ext. 211
Fax:
(562) 988-1886
E-mail:
fmarlenee@laserfiche.com
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Kennedy
and Coe, the 56th largest CPA firm in the nation, is using
Laserfiche
to help its headquarters organize and archive accounts payable, accounts
receivable and general ledger information.
Headquartered in Salina, KS, Kennedy and Coe has 23 offices in
Kansas, Colorado, Nebraska and Oklahoma. Any invoice coming in to
those offices must be paid through the accounts payable department located
at the home office.
In
the past, once the invoice is received and paid, it was kept on file
for a year, then sent downstairs for storage. If a question came up
about an invoice, someone
would have to go through the arduous task of searching for it. "An invoice
from several years back could take days to find in the basement," Greg
Davis, Associate and IT Director of Kennedy and Coe, says. If a satellite
office had a question about an invoice, it would have to be found, copied
and mailed or faxed to them, taking up valuable time and company resources.
"With
Laserfiche, I can look up the invoice myself in a matter of seconds," Davis
says. Employees at Kennedy and Coe can utilize Laserfiche's advanced folder
structure to pull up information, or its Boolean search capabilities to
pull up a document based on a template or keyword search. "Once our accounts
payable person receives and pays an invoice, she scans it in to Laserfiche
and shreds it. If anyone needs the information, they can look it up in
Laserfiche. The satellite offices can now call and get the invoice e-mailed
immediately without having to wait," Davis says.
Laserfiche
was first installed as a pilot program--part of the
company's overall decision to go paperless. "One of our offices is nearly
paperless already," Davis says, "and we plan to get rid of paper
in every office."
Currently,
the administration department is utilizing Laserfiche, and Davis
says they plan to roll it out to every department and eventually grant select
staff in the home office and satellite offices access to company records.
The next step is to take employee data paperless. Laserfiche's comprehensive security allows access to only those staff members with expressed rights set up
by the administrator to view specific folders, documents and even information
on a specific document.
The
company currently utilizes a Citrix® server for the satellite offices to
access programs and data at the main office, so they will be able to utilize
Laserfiche from their computers as easily as staff in the home office
do.
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