LISTSERV mailing list manager LISTSERV 15.5

Help for RECMGMT-L Archives


RECMGMT-L Archives

RECMGMT-L Archives


View:

Next Message | Previous Message
Next in Topic | Previous in Topic
Next by Same Author | Previous by Same Author
Chronologically | Most Recent First
Proportional Font | Monospaced Font

Options:

Join or Leave RECMGMT-L
Reply | Post New Message
Search Archives


Subject: Re: Accounts Payable - Audits
From: "Alfaro, Vladimir" <[log in to unmask]>
Reply-To:Records Management Program <[log in to unmask]>
Date:Wed, 29 Oct 2003 07:00:38 -0500
Content-Type:text/plain
Parts/Attachments:
Parts/Attachments

text/plain (101 lines)


The description you noted below is very similar to our solution. The only difference is that we use Documentum. We also make other documents available via this system - supporting documentation for AP docs, etc.
Vladimir Alfaro

-----Original Message-----
From: Hilliard, Mary <[log in to unmask]>
To: [log in to unmask] <[log in to unmask]>
Sent: Tue Oct 28 17:52:07 2003
Subject:      Re: Accounts Payable - Audits

We use Filenet and we accommodate auditors to view documents online.  One of our document classes is Account Payable documents. We are using a web client for accessing the repository and viewing the documents.  We spent almost a year working with our network security people to make the web access a reality so now viewers access the documents via a secure (http) connection.  Besides our internal auditors, we have also been able to make some documents available to an external auditor - which is great because it can save travel expenses that we might have to incur.

We have a user group set up for the auditors and they love the ability to view the documents online. The person viewing the documents must be authorized in writing by the department whose documents they will be viewing and the access they have is view only.  We remove the login after the audit is complete.  The person viewing the documents must be using Internet Explorer 5.5 or greater and has to do a one-time download of a viewer.  We highly recommend they view documents using a high speed internet connection as the download time for some of these documents would probably time out a dial up connection.

Mary Denker Hilliard
Systems Analyst
Office of Information Resources
University of Texas System
201 West 6th Street, 2nd Floor
Austin, Texas   78701
(512)499-4557
fax (512)494-3408




-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]]On
Behalf Of bobd
Sent: Tuesday, October 28, 2003 3:43 PM
To: [log in to unmask]
Subject: Re: Accounts Payable - Audits


Thanks Nolene ... Your on the right track.  The individual asking is
checking on how other organizations accommodate auditors in a non-paper
environment.


-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Nolene Sherman
Sent: Tuesday, October 28, 2003 9:49 AM
To: [log in to unmask]
Subject: Re: Accounts Payable - Audits

I'm not sure she's asking what the Records Managers do, just how do the
auditors access the electronic records.

Although we do not keep our AP invoices electronically we did look at
the possibility and discussed how the auditors would get the invoices
they needed. We would either have a computer station with the RIM
software installed be available to them and give them some training on
how to search the system, or because they always bring their own
laptops, allow them to plug into our network. However, since we never
went ahead with the project I have no way of knowing which would have
worked better.

Nolene Sherman
Records Manager - CJ Segerstrom & Sons
[log in to unmask]




-----Original Message-----
From: Chris Flynn [mailto:[log in to unmask]]
Sent: Tuesday, October 28, 2003 9:29 AM
To: [log in to unmask]
Subject: Re: Accounts Payable - Audits


 I can't think of a company where the Records Manager was responsible
for locating A/P and other financial information for auditors.


Tony Laino, CRM, CDIA
Manager, Consulting Services
TAB Professional Services
1-800-243-6547 x.264
www.tab.com

Hi Tony,

Now you can think of one.

Chris Flynn

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance

Back to: Top of Message | Previous Page | Main RECMGMT-L Page

Permalink



LISTS.UFL.EDU

CataList Email List Search Powered by the LISTSERV Email List Manager