How to automatically add PDF attachments to Sage?

14th Apr 2021
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Imagine how it would be and how much time you will save if you could have all your invoices automatically attached to the corresponding transactions in Sage…

Well, the good news is that is now possible is Sage Approved Invoice Scanning Solution, PaperLess Invoice Scanning for Sage.

Seamlessly integrated with Sage 50cloud, Sage 200cloud Professional, Sage 200cloud Standard and Sage 200 Extra Online, with PaperLess accounts teams can attach PDF invoices to Sage transactions in a fully automatic manner.  

With PaperLess for Sage businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess. With PaperLess Company Inbox companies can also fully automate all invoices received by email.

Take a look at this 30 second video to find out more about adding PDF attachments to Sage

Free Online Demo of PaperLess Document Management for Sage. CFOs top choice to process, archive and approve invoices with Sage.

How can I retrieve my invoices once they are attached to Sage?

Since PaperLess works seamlessly integrated with Sage 50 and Sage 200 not only PDF invoices can be automatically attached to Sage transactions but invoice retrieval can be done directly from within Sage accounting lines.

This means that no more time needs to be spent on manually invoice filing or on looking for invoices through the paper archive. Invoices can be easily retrieved via a live lookup directly you’re your Sage accounting lines.

What about users that do not have access to Sage, can they also see those invoices?

Yes, they can retrieve those invoices directly from within PaperLess Accounting Archive.

The Accounting Archive has the added advantage that since like everything else in PaperLess it can be accessed remotely, it does not really matter where you are as long as you have an internet connection you can process, archive and retrieve all your invoices.

Can PaperLess be users for more than just adding PDF attachments to Sage?

Definitely, adding PDF attachments to Sage is just a small part of what PaperLess for Sage has to offer.

PaperLess is a full document management software that also has available automatic invoice recognition, online invoice approval, automatic matching and closing of purchase orders and full automation of emailed invoices.

The powerful set of invoice processing automation features fully compatible with Sage is what makes PaperLess the preferred choice of so many Sage users to automate invoice processing, invoice approval and invoice archiving routines.

PaperLess for Sage with invoice recognition, automatic PO matching and invoice approval. Learn more about the top document management software for Sage.

In order to see everything that PaperLess Document Management for Sage has to offer, the best would be to Book Your Free Online Demo and learn more about:  

  • How can you easily have all documents linked to Sage transactions and look them up directly from Sage.
  • How you can post transactions directly from PaperLess into Sage and automatically update numerous fields.
  • How you can have all your accounting and non-accounting documents digitally stored and organised, with secure online access to you, your employees and clients.
  • How you can have Online Invoice Approval seamless integrated with your Sage Accounting package.

Booking your Free Online Demo is Simple, Smart and Secure, just click here. See now why PaperLess has been chosen to be present in more than 1700 sites across Europe and how we help our clients to save time and money, while increasing company's productivity and profitability.  

… so much more than a simple Document Management Solution, with all the quality that only a Sage Approved Solution can offer…

Free online demo of PaperLess Document Management for Sage. Learn why is PaperLess so rapidly becoming the top choice of Sage users to process an increasing number of invoices without increasing the headcount


Here is what Sage users are saying About PaperLess Document Management Software 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

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