Orca Case Study

Orca uses DML to help achieve Paperless A/P

Tue, 22 Dec 2020

The Chronicles of Orca continue!  Our latest Case Study shows how they used Orchid's Document Management Link and Email SmartLink to help achieve paperless A/P Processing.

Since making their first appearance in our Orca Approves article, Orca Oz Enterprises, our unreal alter-ego company, have featured regularly in our webinars, news articles, and case studies.

The 4th Orca Case Study has just been published, showing how COVID-19 lockdowns accelerated Orca's move to paperless A/P processing, thanks largely to Orchid Document Management Link and Email SmartLink.

Find out how Orca helped achieve Paperless A/P when forced to work from home due to the COVID-19 lockdown:

  • To support Orca's move to remote working, Nathalie signed up to Zoom. She emailed the invoice to Sue.
  • After entering the details into Sage 300 A/P, Sue dragged and dropped Nathalie's email and attachments into Document Management Link (DML).
  • With a click of the Email SmartLink icon she was able to email a hyperlink to the Payment Batch to Steve, Orca's CFO, for review.
  • By clicking the SmartLink, Steve was taken directly to the Sage 300 Payment Batch.
  • With the supporting documents clearly visible and easily accessible in the DML panel, his review process was a breeze. 

As with other Orca features we've commissioned our favourite animator, @Jimesey from @pa_stek, to produce a comic strip storyboard to illustrate the case study.

Read the full Case Study here, and expect to see further instalments from the Chronicles of Orca in 2021!


Welcome Back, Sheena
Welcome back, Sheena!
Thu, 07 Jan 2021
A big welcome to Sheena Chew, who returns to the Orchid team this week.