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Kennedy and Coe, LLC, Salina, KS

 

For Further Information:
Francine Marlenée

Public Relations Specialist
Voice:
(562) 988-1688, ext. 211
Fax:
(562) 988-1886
E-mail:
fmarlenee@laserfiche.com

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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