4 Reasons to Rethink the Way You Manage Financial Documents

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If it feels like managing your financial documents is too difficult, you are not alone. Today’s digital trade and commerce environment is creating heightened document lifecycle challenges such as:

  • Ever-increasing demands for real-time access to financial information
  • A rapidly changing mix of physical and electronic financial documents
  • Rising data security threats

In response, organizations are rethinking the way they create, output, deliver, track, control and report on their financial documents – contracts, catalogs, purchase orders, proof-of-delivery documents, receipts, invoices, reports, checks, customer statements and correspondence.

4_Reasons_to_Rethink_the_Way_You_Manage_Financial_Documents_coverOrganizations increasingly are taking a holistic approach to document lifecycle management. The goal is to eliminate the “document disconnect,” where fragmented systems and processes result in enterprise documents making one or more transitions into and out of paper.

IOFM’s latest white paper uncovers the four biggest document lifecycle challenges that organizations face, shows how a holistic approach to document lifecycle management addresses these challenges, and details the benefits organizations are achieving through holistic document lifecycle management. If managing your documents is becoming more complex, this white paper is for you.


Continuing Education Credits available:

AP CertificationPP-OC_seal_APP_outline.FNLReceive 1 CEU toward renewing APM, APS, APPM or APPS certification from the Institute of Finance and Management! The Accounts Payable Certification and Procure-to-Pay Certification Programs are designed to establish standards for the profession and recognize Accounts Payable and Procure-to-Pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the Accounts Payable and Procure-to-Pay bodies of knowledge.


This white paper is provided free of charge and underwritten by a sponsor. Following your download, you may be contacted by the sponsor with information about their products and services.

Continuing Education Credits available:

Receive 1 CEU towards IOFM programs:

iofm-logo-small.png.small-400px-square.400x400.pngReceive 1 CEU towards maintaining any AP and P2P related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.

Continuing Education Credits available:

Receive 1 CEU towards IOFM programs:

AR-certFinal-AOCReceive 1 CEU towards maintaining any AR and O2C related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.

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