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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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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