Why is PaperLess the preferred choice of Sage users for Document Management Automation?
...well, because PaperLess Document Management for Sage integrates seamlessly with Sage 50 Accounts and Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online so that managing all financial documentation is a breeze. It is easy for users to learn to use PaperLess so they can manage their documents in a more efficient way. PaperLess enables users to follow through the entire electronic document management for Sage routine in an organisation.
- Automatic Invoice Recognition
- Automatic Approval Workflow
- Automatic Matching and Closing of Purchase Orders
- Documents directly linked to transactions in Sage
- Lookup of documents directly from Sage
- Full Document Management Automation with PaperLess Company Inbox
1. Simple to manage documents for Sage 50 & Sage 200
PaperLess integrates seamlessly with Sage 50 and Sage 200. There is no workstation software to install and it is very light on resources. Synchronisation with Sage is automated so it is all happening in the background. PaperLess is quick to implement as there is no software to install for each user.
Digitising your paperwork as early as possible in the document management process saves time and money as it is more efficient to handle documents electronically. At the same time, other users will always be able to view them.
PaperLess runs invoice recognition for Sage on multiple invoices at the same time. Automatic invoice recognition saves time and reduces manual errors. PaperLess even checks for duplicate transactions when running invoice recognition, ensuring a smooth document management process for Sage in your organisation.
2. Smart tool for document management integrated with Sage
Document approval for Sage is a critical part in the document management process. PaperLess document approval function ensures your document management process can be structured to the way your organisation works.
You can post transactions to Sage 50 and Sage 200 directly from PaperLess. All transaction types can be prepared and then posted to Sage instantly saving time and reducing manual errors. You can easily manage all your accounting documents in Sage via PaperLess workspace.
Manage your non-accounting documents securely in PaperLess. You can give limited access to colleagues for certain documents meaning you can avoid compromising security in the Accounting Archive and still collaborate effectively throughout the document management process.
3. Keep your document management for Sage secure and safe
Remote access is encrypted and secure via the Internet, which looks the same as PaperLess workstation version and it is very easy to invite other users. Remote access enables you to have access to your documents wherever and whenever you are.
Keeping general business documents separate from the accounting archive provides further security for your accounting records in Sage. PaperLess provides secure user rights for Sage and a comprehensive set of user rules for flexible control over document management flow. Each user can have access to one or more companies within PaperLess with different levels of user rights authorised.
What our clients say about PaperLess
Andrew Barlow, 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
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Email: [email protected]
Phone Number: +44 (0) 207 135 2007