How are CFOs Automating Sage Invoice Data Entry and Online Invoice Approvals?

5th Oct 2020
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Sage Certified Document Management software for invoice processing automation and online invoice approvals with Sage.One of the main goals of any CFO is to increase productivity levels across accounts department, while ensuring the maximum accuracy levels of the accounting data being processed. A process that is not always easy especially because accounting documents need to be approved by different people across the company, causing delays and making it difficult to keep control over the approval processes.

These are just a few of the reasons why CFOs using Sage are rapidly moving towards Sage Certified Document Management Software - PaperLess for Sage. By implementing PaperLess, Sage CFOs can now automatically scan invoices, get all data automatically captured and manage their complete invoice approval processes.

A Sage Authorised Solution designed by Sage Platinum Developer Partner , PaperLess Europe, for easy usability so that accounts departments can speed up invoice processing, scanning and approval routines.

Book Your Free Online Demo of PaperLess Document Management Automation Software for Sage. The top choice of CFOs to automate document management processes and invoice approval routines.

  • Automatic Invoice Recognition
    • All data is automatically recognized and uploaded to your system reducing time spent on manual data entry and eliminating typing errors.
    • Invoice approval workflow leading to streamlined invoice management. 
  • Documents and data easily found and accessed
    • No more time wasted on looking for documents, you will have access to all your accounting documents by doing a simple look-up from within Sage.
  • Creation and storage of electronic documents
    • No more time and money wasted on costly and inefficient filing systems.
  • Sharing information with colleagues and clients in real time
    • Faster communication between departments and with clients, improving productivity and satisfaction levels.
  • Online Invoice Approval Software Seamless Integrated with Sage
    • Automate the Invoice Approval based on Supplier, Department, Project or Cost Unit Responsible
    • Get the Full Audit Trail of the Approval Process directly linked to your transactions in Sage.

With PaperLess Document Management for Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online, Sage CFOs can now have their team automatically processing and posting invoices into Sage, reducing the need to spend time on manual data input to a minimum. With PaperLess for Sage all relevant data from invoices is automatically captured and on posting to Sage invoices are automatically linked to Sage accounting lines, meaning that invoice retrieval can be done via a simple lookup from within your Sage workspace.

Up until now, manually processing data entry and exchanging paper documents among different departments used to be time consuming and costly. That is why thousands of Sage users have chosen to Go PaperLess and get full automation on their document management processes and invoice processing routines.

How are Sage CFOs automating invoice approval routines with PaperLess for Sage?

Up until now we have focused on how Sage CFOs have managed to automate invoice processing routines and save time on manual data input with PaperLess Document Management for Sage. However, invoice approval processes is one of the most time and resource consuming tasks CFOs have to deal with or at least it was until they decided to implement the Online Invoice Approval module of PaperLess Document Management for Sage.

PaperLess Online Invoice Approval for Sage is seamlessly integrated with Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online meaning that that CFOs can have their accounts teams automating invoice data input and, at the same time, have invoices being send for approval in a fully digital manner. Once invoices are sent for approval, accounts teams can keep control over the approval process, see who already approved the invoices, what invoices have the approval deadline expired, automatically send reminders and, if needed, override users who for whatever reason cannot approve invoices in a timely manner.

Sage integrated Online Invoice Approval Software is the top choice of CFOs to automate approval processes across accounts departments. Full integration with Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online

With PaperLess Online Invoice Approval for Sage, it is not just about having invoices approved digitally, it is also about keeping control of the entire approval process so that accounts team can easily know the exact status of the approval processes.

PaperLess document management solution with a built-in invoice approval function certified by Sage UK not only speeds up invoice approval processes but also makes it easy to keep control over the entire approval process. Besides, like with all other features of PaperLess Document Management, automation is key and that is why with PaperLess Online Invoice Approval for Sage, CFOs can automate the invoice approval process based on supplier, projects, departments or cost unit responsible.

Once invoices are approved and posting is done, PaperLess will automatically link the invoices and the audit trail of the approval process directly to Sage transaction line. This means that the retrieval of all this information can be done via a simple lookup directly from Sage transaction lines.

Why to choose a Sage Authorise Solution created by a Sage Platinum Developer Partner?

Well, simply because only a Sage Authorised software created by Sage Platinum Developer Partner, can give Sage users the certainty that the software they are implementing works together with their Sage accounting package in a seamless manner. When dealing and manage large volumes of accounting what you need is a software that saves you time and work something that can only be achieved by implementing a solution that works together and boosts the potential of the accounting software you currently use.

The fact is that PaperLess Europe, is allowing thousands of Sage users to automate invoice scanning and processing routines because of the seamless integration between PaperLess and Sage. With PaperLess when data is extracted from the invoices it can be instantly posted to Sage and documents get automatically linked to Sage transaction lines, something that only a Sage Platinum Developer Partner like PaperLess Europe can offer.

By bringing together Automatic Invoice Recognition, Online Invoice Approval, Automatic Matching and Closing of Purchase Orders and Full Automation of Emailed Invoices, PaperLess Document Management software has become the preferred choice for Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online users.

Free Online Demo of PaperLess Document Management for Sage. Book here to find out more about the top choice of CFO to automate document management processes and invoice approval across accounts departments.

Here is what Sage users are Saying About PaperLess Document Management for Sage

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"
Andrew Barlow, Micronclean Management Accountant & Acting Financial Controller.

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”
Joseph Ryland, UKFast.Net Ltd Finance Director

“ £10,000 every year with staff as well as to save employees time spent on processing invoices”
Colin Mayrs, Blair’s Caravans Managing Director

Sage Authorised Developer Partner