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| Benefits Comparison | SourceLink Standard | SourceLink Management |
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| SourceLink 2019, 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 |
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 Unlimited management rules |  |
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| Improved Turbo Folder record filter | | |
| Improved Turbo Folder viewer interface | | |
| Improved ScanWriter support | | |
| Improved link marker | | |
| Auto-sync feature between SourceLink Toolbar and QuickBooks | | |
| Improved Search/Report feature | | |
| Improved SourceLink Toolbar | | |
| Stop unauthorized QuickBooks checks from printing | |
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| Stop disapproved Bill and Bill payment 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 | | |
| Search MyNotes for key phrases | | |
| Retrieve function to improve user interface | | |
| Show related transactions with print options | | |
| Advance folder set up per transaction type | | |
| Route deleted files to a folder location. | | |
| View list of QB records with link file with print/email option. | | |
| Hot key to automatically pull up SourceLink window. | | |
| Email MyNotes contents with linked file and QB record. | | |
| Folder structure filter by date, amount, paid status. | | |
| 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 | | |
| View document folder structure directly in QB | | |
| Email and print from folder structure viewer | | |
| Automatic filing structure (Turbo Folder) | | |
| Back up and restore configuration along with QB company | | |
| Email all links with QB record | | |
| File and retrieve source files directly from 26 QB Records | | |
| Attach electronic sticky notes to 26 QB record types | | |
| Scan and attach documents directly from QB record | | |
| Integrated into QuickBooks menu | | |
| Use Windows file system (no private proprietary file system) | | |
| Move and copy documents to and from designated location | | |
| Attach Web links to QB Record types | | |
| Create immediate action items (Hot Note) | | |
| Fully integrate toolbar | | |
| SourceLink drop down menu | | |
| Show Related Entity/Items | | |
| Drag/Drop linking feature | | |
| Enhanced Link from Outlook link from all emails | | |
| Added SSL email connection to link from all emails | | |
| SourceLink prompt for 'Deposit' | | |
| Search by 'Paid' or 'Not Paid' invoices or bills | | |
| Save TurboScan parameters | | |
| Support multiple versions of QB concurrently | | |
| 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 |
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