Sage Automatic Match & Close of Purchase Orders – How does that work?
With PaperLess for Sage Automation Pack Sage users no longer have to waste time on manually matching invoice amounts against Purchase Orders amounts or on having to go into Sage to manually close off a Purchase Order, post the transaction and then archive the invoice in a separate location.
With PaperLess for Sage, all relevant data is automatically captured with PaperLess Automatic Invoice Recognition for Sage and, when there is a Purchase Order number on the invoice, PaperLess will automatically match invoice amount with the amount on the purchase order in Sage, so that, if it matches the purchase order can be automatically closed, the transactions posted and the invoice attached to the corresponding transactions in Sage.
- Get all relevant data automatically captured with automatic match of invoice and purchase order amount
- Get purchase orders automatically closed off in a fully automatic manner
- Get transactions automatically posted without the need from any manual data input or manual data check
- Get invoices automatically attached to the corresponding transactions in Sage
PaperLess Automatic Matching and Closing of Purchase Orders module allows Sage users to automatically have their purchase invoices matched against the corresponding POs in Sage. If the value of the invoice matches the amount of the PO or falls within the defined variance in PaperLess, then the PO will be automatically closed and the transaction will be posted.
The powerful Automatic Matching and Closing of Purchase Orders module of PaperLess Document Management software allows Sage users to save time and money on invoice processing routines by automatically extracting all relevant data from the invoices with PaperLess Automatic Invoice Recognition and have those invoices automatically matched against the corresponding Purchase Order / GRN in Sage.
Invoices from email directly into Sage in a fully automatic manner… This is Full Document Management Automation and is now available for Sage users…
That’s right… PaperLess for Sage Automation Pack includes a powerful automation module for invoices received via email so that, by setting up automation rules to the emails received from suppliers, invoices can be processed in a fully automatic manner.
This PaperLess Company Inbox for Sage where invoices received is processed by the system, data is extracted and PaperLess checks if the amount of the invoice matches the amount of the Purchase Order and, if it does, PaperLess software will post the transaction, close off the Purchase Order and link the document directly to the transaction in a fully automatic manner, with no need for any intervention from the accounts team. Once the process is over, PaperLess will send an email notification informing the relevant users of what was processed and posted via PaperLess Company Inbox.
Here is what Sage CFOs are Saying About PaperLess Automation Pack 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