Treeno Software Offers End-to-End Purchasing Solution for Users of Intuit’s QuickBooks(R) Financial Software

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Automates the purchasing workflow in accounting departments, dramatically decreasing the amount of manual data entry needed to process purchase order requests.

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Treeno's technology allows for integrations with complex pointed solutions to help customers realize efficiencies in their processes.

Treeno Software, Inc., a leader in Electronic Document Management (EDM), has launched a new end-to-end purchasing solution for users of QuickBooks financial software. The powerful Treeno module integrates with QuickBooks Enterprise Solutions, as well as QuickBooks Pro and Premier, to provide users with an automated workflow that manages the lifecycle of a purchase order from the original request to the completed transaction in QuickBooks.

Traditionally, a purchase order request originates as a paper document that is manually filled out before it waits on several different desks for the appropriate approvals. Once the approvals are obtained, information from the request is then entered into QuickBooks in order to generate a purchase order transaction. Keeping track of additional documents related to the purchase order (invoices, packing slips, copies of checks) can be time-consuming and may result in endless paper trails when those documents are lost or misfiled. Additionally, because there is no way to link those paper documents with the purchase order in QuickBooks, it may be impossible to track and report on the complete lifecycle of the purchase order.

"Treeno's technology allows for application integrations with complex pointed solutions to help customers realize efficiencies in their processes," said Steve Tentindo, President of Treeno Software.

Treeno’s end-to-end purchasing solution for QuickBooks addresses these problems by eliminating the manual tasks associated with managing purchase orders. Rather than filling out a paper request, users can take advantage of Treeno’s Purchase Requisition PDF form and complete the purchase order request electronically. The request is then automatically sent to the Treeno document repository where it is routed through the required approval process and placed in a Treeno cabinet that is monitored by QuickBooks. When QuickBooks detects a pending request in the cabinet, it pulls data from the PDF to create a purchase order transaction and then cross-references that information back to Treeno, thereby linking the PDF request form in Treeno with the purchase order record in QuickBooks. Any supplemental documents related to the purchase order, such as invoices, can then be scanned into Treeno and associated with both the PDF form and the QuickBooks transaction.

“Treeno Software specializes in eforms, application integration and workflow automation. Treeno's Document Management system automates processes from document capture, routing, storage and life cycle management saving companies money and time,” said Will Thibodeau, CTO of Treeno Software.

About Treeno Software
Established in 2002, Treeno Software is a leader in the Enterprise Document Management (EDM) industry. Treeno Software was one of the industry’s first to embrace cloud computing with the Treeno EDM Cloud (SaaS) and to provide web-based solutions offering secure global mobile access. Based in Portsmouth, NH, Treeno Software provides their customers with operational workflow efficiencies and measureable return on investment (ROI) through the fast installation and implementation of their fully secure, highly reliable, and easy-to-use, web-based Enterprise Document Management (EDM) Software Solution. For information, visit; call: 800-528-5005; or email: solutions(at)treenosoftware(dot)com.

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Lisa McCoole
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