Compare SourceLink Product
| Benefits Comparison | SourceLink Standard | SourceLink Management |
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SourceLink 2016, the leading Document Management Solution in QuickBooks 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 |
 From $229 |
 From $299 |
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| 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 | |
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| 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 | |
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| 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 | |
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| 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 | |
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| 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 | |
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| 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 | |
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| Create immediate action items (Hot Note) |
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| Fully integrate toolbar | |
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| SourceLink drop down menu | |
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| Show Related Entity/Items | |
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| Drag/Drop linking feature | |
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| 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' | |
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| Search by 'Paid' or 'Not Paid' invoices or bills |
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| Save TurboScan parameters | |
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| 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 $229 |
From $299 |
Unlimited management rules
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