TrinDocs Press Release

Southern Marketing Affiliates Inc. Retires Two Legacy Systems + Saves Money with TrinDocs Launch

Jeremy Prichard, TrinDocs 

March 2, 2021

LEXINGTON, KY – March 2, 2021 – TrinDocs is proud to announce our successful integration with Epicor’s Prophet 21 ERP system at Southern Marketing Affiliates Inc. (SMA), which led to SMA’s ability to retire two legacy systems and save thousands of dollars a year by doing so.  In addition to reducing AP labor by 50%, SMA was able to drop their order import system in favor of using TrinDocs automation and save an additional $18,000 per year! 

“TrinDocs is a dream come true!  They helped us simplify and automate our AP process with a seamless integration into our Epicor P21 ERP system.  We reduced our AP labor by 50% and strengthened our internal controls.  The TrinDocs team is very knowledgeable and responsive.  They made the implementation quick and easy.  I really can’t say enough good things about the software or the team! – Jane Mote, CFO, Southern Marketing Affiliates Inc. 

Like a lot of businesses, SMA struggled with several manual processes in their Accounting department.  One of their accounting managers had the daily task of manually verifying that inventory receipt paperwork was scanned into SMA’s legacy document archive system.  TrinDocs was able to automate that process and now TrinDocs uploads invoices, compares invoices to inventory receipts and creates invoices automatically in their ERP system (Prophet 21).  Now, the accounting manager only gets involved on an exception basis, rather than verifying all receipts. 

Invoice approvals is another manual process that TrinDocs automated for SMA, with templates established to fully automate invoice processing for SMA’s most active vendors!  TrinDocs automation not only saves the company money, but also frees employees to work on other things. I personally would spend as much as an hour or two per week approving invoices and that has been reduced to mere minutes with TrinDocs.” – Jack Mullins, IT Manager, Southern Marketing Affiliates Inc. 

About TrinDocs 

TrinDocs is a document management & workflow solution that automates the routing, storage and retrieval of documents and transactions for organizations. TrinDocs integrates with a wide range of ERP Systems, including specializations in Microsoft platforms.  For more information visit

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