Increase Efficiencies and Automate Data Capture within Dynamics AX

PaperSave dynamically captures information from the supporting AX record or transaction and stores it as metadata with the supporting document. This allows documents to be retrieved within a click or two from the Dynamics AX record. Our method of integration eliminates the need for programming, lengthy training or costly setup time.

One click access to documents within AX

Retrieve supporting documentation for any Dynamics AX record or transaction.

Eliminate bottlenecks & gain faster approvals

Create powerful workflows to get faster responses for approvals and payments. Learn more about PaperSave’s powerful electronic workflow feature.

Seamlessly capture and associate forms produced by Dynamics AX

Automatically captures AP checks, AR invoices, packaging slips and delivery tickets associating them to an AX record. View all capture methods here.

Automatically match supporting documents to Purchase Orders & Sales Orders 

Find packaging slips, delivery tickets, AR invoices and more for each purchase or sales order within Dynamics AX.

Complete workflow capabilities all within PaperSave

No need to purchase a separate workflow solution; PaperSave manages document acquisition, approval and storage.  Learn more about PaperSave’s Electronic Workflow.

Impressive document search features

Find supporting documents based on record or transaction information that PaperSave grabbed during document acquisition.  Learn more about PaperSave’s Document Search Features.

Loves documents in any form

PaperSave can capture documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®.

Access documents from a web browser

Non Dynamics users can easily search and access documents stored in PaperSave.

Our customers love talking about PaperSave

  • We no longer have piles of paperwork on the desk, waiting to be filed or processed. Everything is attached in Great Plains. We have better workflows and everyone can find the answers they need.

    Debbie Janssen Accounting, Sure Controls, Inc.
  • It’s great how it intertwines with Dynamics. It used to take me about one whole day to code, sort and process invoices, not including sending away for approvals. Having PaperSave has given me back about 12-16 hours per month

    Adam Hurry Emergency Medical Services Authority, Accountant
  • The bottom line is, I can’t imagine using GP without it. The one thing that always reassures me is PaperSave is the only one Microsoft gave their blessing to by making it MS certified.

    Tom Weaver Excelsior College