Want to Scan invoices into Sage, here is how!
In this short article we will be showing how to scan invoices into Sage. A feature that an increasing number of Sage users is asking for and that is now available for Sage 50 and Sage 200.
Scanning invoices to Sage is now possible with PaperLess Invoice Scanning. A Sage Addon Scanning Software, that enables Accounts Teams to automatically scan and attach invoices into Sage.
Scanning Invoices into Sage – Take a look at the video to learn more
- Automatically Scan Invoices into Sage
- Attach Invoices to Sage Transactions
- Automatically Upload Transactions into Sage
- Retrieve Invoices Directly from within Sage
How does PaperLess know to what transactions to attach the invoices?
There are two different ways you can use PaperLess to attach invoices to transactions in Sage.
The first way is to scan the invoices and run PaperLess Invoice Recognition. This will capture the invoice data and, at the same time, cross reference that information with the supplier default settings in Sage. Then, all you need to do is to review the accounting data and post the transactions to Sage at the click of a button. In this first scenario, when you post a transaction from PaperLess into Sage, PaperLess also automatically attaches the invoices to the transactions it is uploading to Sage.
The second way to attach invoices to Sage is to run PaperLess Invoice Recognition and PaperLess will automatically check if in Sage there are transactions that match the accounting data captured. If there are, you can then automatically attach the invoices to the corresponding transactions in Sage.
Both these options deliver unique automation levels to Sage users. However, the first option besides automating the process of attaching invoices to Sage also automates invoice data capture processes and reduces time spent on manual data input. Hence why the majority of Sage users tend to use the first way of attaching invoices to Sage, only using the second option to get rid of their old paper archive and automatically attach invoices to historical transactions in Sage.
To learn more about automatic invoice scanning for Sage, just click here to book your free online demo of PaperLess Invoice Scanning Software.
During this demo you will have the chance to learn how an increasing number of Sage users considers PaperLess as the best automation software for Sage 50 and Sage 200.
What are Sage Users Saying About PaperLess Invoice Scanning for Sage?
Sharon Harkins Office Manager RAD Hotel Group
“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
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