Sage Automatic Invoice Scanning with OCR – CFOs Top Choice
CFOs using Sage 50 and Sage 200 top choice for automating invoice scanning and invoice data entry is a powerful Sage Approved Invoice Scanning Software that allows Sage users to have all invoices automatically scanned, processed and posted on to Sage without the need for any manual data input. With the new invoice scanning solution for Sage all relevant data from the invoices is automatically captured and on posting to Sage invoices are automatically linked to Sage accounting lines, meaning that invoices can be easily retrieved via a live invoice lookup from within Sage workspace.
This new way of scanning, processing and approving invoices with Sage is a result of the work carried out by Sage Platinum Developer Partner , PaperLess Europe, who uses the latest OCR technology for Sage together with a Capture > Process > Archive approach which capture all data from invoices at the start of the document workflow process so that all invoices documents can be digitised and handled more efficiently online.
PaperLess Invoice Scanning for Sage - Automatic Multi-line Recognition now available for Sage users
- Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
- Automatic Scanning of Invoices with Direct Link to Sage Accounting Lines
- Live Look-up of documents directly from accounting lines in Sage
- Automatic Matching & Closing of Purchase Orders
- Full Invoice Processing Automation with PaperLess Company Inbox
- Online Invoice Approval fully integrated with Sage 50cloud, Sage 200cloud Professional, Sage 200cloud Standard and Sage 200 Extra Online
How does the PaperLess OCR software for Sage work?
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, saving time on manual data input and improving data accuracy by eliminating errors when manually posting invoices into Sage.
After running automatic invoice recognition, Sage users can either post the accounting transactions with the relevant documents attached directly from PaperLess into Sage or, alternatively, have the invoices sent for approval.
Companies processing invoices with several accounting lines have available PaperLess Multiline Recognition for Sage. With this powerful module of PaperLess OCR for Sage, Sage users can fully automate invoice capture processes by having all accounting data from invoices with multi-lines automatically captured with no need for any manual data input.
In fact, PaperLess Multiline Recognition for Sage does much more than simply capturing accounting data from invoices with multiple accounting lines. With self-learning capabilities, PaperLess Multiline Recognition will automatically analyse the previous postings made to the supplier that invoice relates to and, based on that, automatically populate the VAT and Nominal Code that corresponds to each accounting line on the invoice.
PaperLess integrates seamlessly with Sage 50c, Sage 200cloud Professional, Sage 200cloud Standard and Sage 200 Extra Online.
What about companies that need to have an invoice approval process in place?
Well, for that you have available PaperLess Invoice Approval for Sage which allows Sage users to streamline invoice approval processes within your company while, at the same time, ensuring that the complete audit trail of the approval process is directly linked to your transactions both in Sage 50 and Sage 200.
By having the approval history directly linked to the corresponding transactions in Sage, this means that Sage users can have easy access to both the invoice and the full approval history via a live lookup from within Sage.
As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools you can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.
PaperLess gives you access to a powerful online document management and approval software that gives you full control over the documents being approved, allowing you to speed-up, for example, the invoice approval process. At the same time, PaperLess Document Approval for Sage enables you to set approval rules so that you can be in control of what is being approved, the amounts users can approve and also the deadline for approval.
How can Sage users retrieve invoices after they are posted into Sage?
PaperLess is much more than a simple invoice scanning software solution for Sage, giving Sage users access to full document management automation with a powerful set of invoice storage capabilities. 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.
How can I prevent duplicate invoices from being processed and posted onto Sage?
Sage users can now also have access to automatic detections of duplicate invoices, allowing Finance Professionals to be sure that no duplicate invoices are posted onto Sage, something that up to know was considered a very challenging task especially when dealing with large number of invoices.
Seamlessly integrated with Sage 50cloud, Sage 200cloud Professional, Sage 200cloud Standard and Sage 200 Extra Online, PaperLess software allows you to keep control over all your accounting documents as well as to automatically detect if any duplicate invoices are being processed preventing them to be posted into Sage
Is it possible for Sage users to take invoice processing automation even further?
Yes, that is possible with PaperLess Company Inbox, a state-of-the-art technology that is changing the way invoices are processed by setting automation rules that are applied as soon as invoices sent by email are received in PaperLess Company Inbox. This is true Invoice Processing Automation, with emailed invoices processed and posted to Sage with closing of corresponding purchase orders in a fully automatic process, with no need for any Human Intervention on Invoice Processing Routines.
So, what does PaperLess Company Inbox offers Sage users?
- Access to a powerful PaperLess module that allows you to automate your entire document management process from the moment documents are sent from your suppliers or clients until they enter the document flow or are directly posted into your accounting software.
- Capability of automatically processing several type of documents, including XML Invoices guaranteeing even higher success rates in Automatic Invoice Recognition.
- Apply the automation rules that better suit your needs, PaperLess Company Inbox has a set of automation rules that go from basic until the most advanced ones like for example the posting of documents to your accounting software without the need for any human intervention.
- Significant competitive advantages by relying on cutting edge technology that allows you to save time, money and reallocate resources to the tasks that generate the highest ROI to your company through Full Document Management Automation.
What are CFOs Saying About PaperLess Invoice Scanning Software for Sage?
Sharon Harkins Office Manager RAD Hotel Group
Nicholas Reyes-Ramirez, Everyman Media Group’s Finance Assistant
Paul Adams, from JACOB
UKFast Finance Director, Joseph Ryland
Email: [email protected]
Phone Number: +44 (0) 207 135 2007