Sage Automatic Invoice Scanning & Approvals - CFOs Top Choice

17th Sep 2020
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Sage Certified Document Management software for invoice processing automation and online invoice approvals with Sage.Finance Professionals have been looking for a way to deal with the increasing number of accounting documents and to automate invoice scanning and invoice processing routines and at least for Sage users that task has now become easier since they have access to this directly from with their Sage welcome screen.

The new way of scanning and automatically process invoices in Sage is a result of the work carried out by Sage Developer, PaperLess Europe, who uses the latest Capture>Process>Archive  methodology to capture data at the start of the document workflow process so that all your paper documents can be digitised and handled more efficiently online.

PaperLess Invoice Scanning software is a Sage Authorised Solution designed by Sage Platinum Developer Partner , PaperLess Europe, for easy usability and automation of invoice scanning and invoice processing routines. With PaperLess accounts teams can automatically scan invoices into Sage and, with PaperLess built-in invoice recognition software for Sage get all relevant accounting data automatically capture.

The choice of thousands of Sage users across UK and Ireland to manage accounting documents and speed up invoice processing routines now available from with your Sage 50 and Sage 200 accounting package.

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.

PaperLess invoice scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.

After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online.

With PaperLess CFOs have realised that they can use less skilled members of the team and control what these members can do by defining their roles within the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting vouchers before posting into your accounting application.

PaperLess Document Management software is a Sage Authorised solution that brings together Invoice Data Capture for Sage, Automatic Matching of POs in Sage, Online Invoice Approval and Live Invoice Retrieval directly from within Sage. A full document management system that allows Sage users to easily manage all their paperwork from scanning and adding electronic documents to approve invoices and processing them Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online.

PaperLess Document Management is the preferred choice of Sage CFOs to automate invoice processing routines and invoice approval processes. Visit Sage marketplace to find out more about the best document management for Sage 50 and Sage 200.

  • 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.

How does PaperLess Invoice Scanning Software for Sage work?

PaperLess invoice scanning for Sage digitises your paperwork as early as possible in your business processes saving time and money. Businesses can scan paper directly into PaperLess or drag and drop multiple file types from emails and your computer. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.

But how exactly are Sage users scanning invoices directly into Sage with PaperLess Document Management?

By bringing invoices into PaperLess as soon as they are received, companies start speeding up invoice processing routines right from the start. Once invoices are in PaperLess then it is just running PaperLess Invoice Recognition for Sage so that all relevant data is capture, review the information and either post the invoices to Sage or send them for approval via PaperLess Online Invoice Approval for Sage.

When posting invoices to Sage from PaperLess the posting is done exactly as if the transaction was created directly within Sage with the advantage that invoices are automatically attached to Sage transactions. This means that afterwards invoices can be retrieved via a simple live lookup from Sage accounting lines so that no more Sage users have to spend valuable time on archiving and retrieving invoices.

For companies that need to have invoices approved, instead of posting them to Sage they can send them for approval by using the PaperLess Invoice Approval function making PaperLess so much more than a simple Invoice Scanning system…

PaperLess offers Sage users a simple and easy way to have their invoices approved On-The-Go with PaperLess Online Invoice Approval Software.

PaperLess Online Invoice Approval Software integrates seamlessly with Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online.

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.

With PaperLess for Sage, can I also automatically process invoices received via email?

Yes, you sure can… you can simply drag & drop the invoices from the email directly into PaperLess and get all relevant data automatically captured and posted to Sage. But there is more, with PaperLess Company Inbox you can fully automate this process by setting automation rules to invoices received via email…

How can I retrieve my invoices once they are processed?

Not only document scanning software, PaperLess is also a piece of document storage software. PaperLess stores all your documents, both accounting and business documents, in separate folders in the PaperLess workspace so companies can keep their data secure.

All invoices processed via PaperLess are automatically linked to Sage accounting lines, meaning that retrieval can be done by doing a simple of the document directly from within your Sage workspace. Alternatively, PaperLess users can also use the accounting archive to search and view all their accounting documents.

What about Sage users that are using Purchase Orders in Sage?

Well for those users the automation can be taken even further with PaperLess Invoice Scanning for Sage automatically matching invoice amount against the Purchase Order amount and only posting invoices that match the PO approved amount. When there is a mismatch PaperLess will automatically send the invoice on document flow to the PO Originator, meaning that people working in the finance department do not have to waste any more time dealing with these invoices.  

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 Invoice Scanning 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

“..save £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

www.paperlesseurope.com