Local Bar and Grill Improves Back-Office Efficiencies

Down

Who:

A local bar & grill in the Pacific Northwest that specializes in local, boutique brews

Documents:

All incoming documents across the entire business including:

  • Human Resources
  • Accounts Payable
  • Payroll

Challenges:

The restaurant had a consumer-level scanner but it was slow and had no way to clean up the images after scan.  Employees also had to manually rename the files once they were scanned and move them into the appropriate folder.  This was time consuming and inefficient as the restaurant needed to scan 6 to 7 invoices per day, plus a number of other incoming documents.

Solution:

  • 1 Deluxe Bundle which includes the fi-7160 Document Scanner and 1 PaperStream Capture Pro Workgroup License

First, they chose to utilize Patch Codes to separate documents instead of relying on page count.  This provides more flexibility in the number of page as invoices came in.  They customized their PaperStream Capture Pro profile to tag invoices using metadata with the Vendor Name to name the parent folder, then using the Vendor Name, Invoice Number, and Invoice Date to name the document (Searchable PDF) within that folder.  The files are now stored in a searchable Windows folder.  They are able to scan, route and store their documents 3 times faster than before!