How to get full invoice processing automation for my Sage?
PaperLess Company Inbox for Sage centralises all invoices in one single inbox. Then, based on the automation rules defined invoices are automatically processed.
Automation levels can go from just receiving the invoice and automatically extract all invoice data, leaving them within PaperLess so that Accounts Teams can review them, to have PaperLess automatically sending invoices for approval.
But there is more, you can even have PaperLess Company Inbox automatically posting invoices to Sage. This means that from the moment suppliers sends you the invoice until the transactions shows up in Sage you do not have to do anything.
Can all companies using Sage have invoices automatically post to Sage?
Yes, they can. However, our experience tells us that most companies who set-up PaperLess Company Inbox to automatically post invoices to Sage use Purchase Orders in Sage.
This is because, when posting an invoice with a purchase order PaperLess automatically checks if the invoice amount matches the purchase order amount in Sage. This way companies can be sure that only invoices with the correct amount get posted to Sage in a fully automatic manner.
Companies not using purchase orders in Sage, usually use Company Inbox to receive invoices and automatically capture all invoice data. This way, Accounts Teams do not have to spend time on opening emails, bringing invoices into PaperLess and running PaperLess Automatic Invoice Recognition for Sage.
Sage users who need to get invoices approved, can also use PaperLess Company Inbox to set-up invoice authorisation rules based on the supplier email address and/or the email criteria. By doing so, Sage users can have all invoices received via email automatically processed and sent for approval via PaperLess.
What time savings can I expect after implementing PaperLess Company Inbox to achieve full invoice processing automation?
For those companies using Purchase Orders they can expect to achieve very significant time savings. This is because with PaperLess Company Inbox, Accounts Teams only need to focus their attention on invoices that for some reason do not match the purchase order in Sage.
If your company uses purchase orders correctly and most of your invoices match the purchase order, then the time savings are simply huger.
PaperLess Company Inbox receives the invoices, automatically captures all invoice data and, if it finds a purchase order number, it checks if the invoice amount matches the purchase order amount. If it does, PaperLess automatically closes the purchase order, posts the transactions and automatically attaches the invoices to the corresponding transactions in Sage.
Once this process is completed, Accounts Teams receive an email notification with all relevant details about the transaction that PaperLess has just posted.
If 70% of your invoices match the purchase order, then you can expect at least 70% time savings on the time spent processing invoices. PaperLess Company Inbox does that for you in a fully automatic manner and seamlessly integrated with your Sage Accounting package.
How can I be sure that there will be no errors when automatically posting transactions into Sage?
PaperLess is a Sage Approved Software used on a daily basis by thousands of Sage users to automate invoice processing and invoice approval processes.
Also, important to mention that PaperLess for Sage 50 and PaperLess for Sage 200 went through an comprehensive certification process to ensure that there is full compatibility with Sage 50cloud, Sage 200 Professional, Sage 200 Standard and Sage 200 Extra Online.
Above all, the satisfaction levels and recommendations given by so many Sage users ensure the quality of the integration between PaperLess and Sage.
What are Sage users saying about PaperLess Invoice Processing Automation for Sage?
Edward Walsh, A1 Services Manchester
“… as the company further expanded the way that things were done was not sustainable… we could not keep increasing the headcount indefinitely so PaperLess Invoice Processing automation levels were definitely the right choice for us.”
Gerard Murray, David Wood Baking Accounts Department
Nicholas Reyes-Ramirez, Everyman Media Group’s Finance Assistant
“The approvers in our business enjoy the ease of use of the system as well as having instant online access to all invoices relevant to them. The approval process for approvers is simply a click of a mouse!”
Alan Lynch, Fitzgeralds Woodlands House Hotel Financial Controller
UKFast Finance Director, Joseph Ryland
Email: [email protected]
Phone Number: +44 (0) 207 135 2007