Sage Users Choice – PaperLess Document Management
Over the last years the number Finance Professionals using Sage that started looking at ways to automate document management processes has increased significantly with companies realising that by automating accounting processes they could gain significant competitive advantages and process a higher number of transactions without increasing the headcount.
Another significant trend that can be easily noticed is the increasing number of Sage users that has chosen PaperLess software has their document management solution for Sage 50 and Sage 200. At PaperLess we believe that the reason why PaperLess Software has become the preferred choice of Sage users across UK and Ireland is due to the fact that by being a Sage Platinum Developer Partner, PaperLess is simple, smart, and secure Document Management software that integrates seamlessly with Sage 50c, Sage 200c, Sage Standard Online and Sage 200 Extra Online.
With the certification awarded by Sage UK, recognising PaperLess as a Sage authorised solution for Sage 50c and Sage 200c, Sage users can be sure that they are implementing a solution that only a Sage Platinum Developer Partner can offer. But there is more, PaperLess Software goes far beyond what the traditional Document Management Solutions offer giving access to its users to a unique set of automation features that go from Automatic Invoice Recognition, Automatic Document Flow to increase speed and accuracy over the Document Approval Processes and the Automatic Posting into Sage of all accounting data needed with the corresponding document directly linked to Sage transactions.
The seamless integration of PaperLess for Sage means that for Sage users using Purchase Orders, PaperLess can automatically do the automatic matching of the invoice against the Purchase Order in Sage, speeding up a process that until now was tedious and time consuming.
Take a look at the video PaperLess in a Nutshell to find out more or Click to visit PaperLess Document Management for Sage website
How does PaperLess Document Management for Sage works?
One of the simplest document management tools to use in PaperLess is to drag and drop documents from your emails and computers into PaperLess. Digitising your paperwork at the start of your workflow process saves time and money as it is more efficient to handle electronic documents and your colleagues can view them in the same workspace. The PaperLess edit TIF functions allows businesses to merge, split and re-organise files electronically so working through a batch of paperwork is easy and quick.
PaperLess Automatic Invoice Recognition is a smart document management tool to manage and process invoices with the least manual data entry and errors. PaperLess uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices.
As a secure document management tool, PaperLess keeps non-accounting documents in the PaperLess Other Documents Archive separate from the Accounting Archive in order to provide security for your accounting records. Businesses can give access to colleagues to non-accounting documents such as travel expenses, agreements, purchase orders, and holiday forms without compromising security in accounting records. The team can still collaborate effectively whilst avoiding duplication of documents.
Furthermore, the comprehensive user rights control makes all the PaperLess document management tools secure to use. There are 10 different user rights for secure document control so your business can maintain the highest levels of security. Each user can have access to certain documents or companies within PaperLess with different levels of user rights authorised by the organisation. With one single window in PaperLess, you can easily configure all your user rights.
Book your Free Online Demo and learn how to exploit the full potential of your accounting system with PaperLess, a powerful software solution that integrates seamlessly with your Sage accounting package:
- 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.
What about automating invoices received via email… is it possible to take the automation offered by PaperLess Document Management even further?
Yes, what seemed impossible in the past is nowadays quite simple. You can now have all your invoices received via email automatically processed and sent for approval on document flow or alternatively have them posted directly into your Sage accounting package. That is PaperLess Company Inbox, a powerful feature crated by the Sage Platinum Developer Partner, PaperLess Europe, which allows you to fully automate your document management processes. But it gets even better, if you use Purchase Orders PaperLess Company Inbox will automatically match the invoices against the Purchase Order in Sage and if the amounts match it will automatically close off the Purchase Order and post the invoice to Sage.
- What happens if there’s a mismatch?
In case there is a mismatch between the invoice and the Purchase Order PaperLess will automatically send the invoice in document flow to the person that raised the Purchase Order in Sage. Yes, this is what we call Full Document Management Automation and is not available for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online users.
- How do I access the documents?
With PaperLess Document Management for Sage the documents are directly linked to the transactions in Sage. By doing a simple look-up from within Sage you have access to the document, the complete audit trail of the approval process, all the accounting information and, guess what, you also have access to the original email with which the invoice was received. Meaning no more time wasted in looking for documents or emails since everything is directly linked to the transactions in Sage.
- How can I know more?
Well, that is very simple all you need to do is to Book your Free Online Demo so that we can show you how to automate your Document Management processes.
- Can I have a sneak-peak?
Yes, click here to Book Your Free Online Demo and get a better picture of what PaperLess Company Inbox has to offer. Don’t forget that besides this PaperLess software offers a full range of features that allow you to manage all your accounting documents.
What are Sage users saying about PaperLess Software?
“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”
Nicholas Reyes-Ramirez, Everyman Media Group’s Finance Assistant
Paul Adams, from JACOB
UKFast Finance Director, Joseph Ryland
Contact Us
Email: [email protected]
Phone Number: +44 (0) 207 135 2007