Wednesday, 1 July 2015
Tips for Sage - Keep an audit trail of the entire approval process in Sage
PaperLess document approval workflow is a convenient tool for businesses to approve documents more efficiently and securely. PaperLess provides businesses with a way to ensure that their approval process can be structured to the way their organisation works. Colleagues who are involved in the approval process have no requirement to access to your accounting application while they are still able to check accounting transactions and documents within PaperLess.
All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by PaperLess document approval workflow. Once the approval process is complete the responsible colleagues can make a final check on the transactions and amend any accounting lines prior to posting into your accounting application.
Businesses can also manage their non-accounting documents securely in the Other Documents Archive, meaning there is no need to compromise security in the Accounting Archive and still collaborate effectively with your colleagues. Like the Accounting Archive security is strong in the Other Documents Archive. Businesses can control access to sensitive data so your data remains safe.
Additionally, PaperLess document approval workflow provides 10 different user rights and a complete set of user rules for flexible control over workflow management, which means that businesses can design effective process and maintain the highest levels of security at the same time. Each user can have access to one or more companies within PaperLess with different levels of user rights granted for each company.
PaperLess integrates seamlessly with Sage 50 and Sage 200 as synchronisation happens instantly in the background. PaperLess document approval workflow uses an important feature Automatic Invoice Recognition to extract the relevant data from your invoices into PaperLess before running document approval process. Invoice Recognition for Sage saves time and reduces manual data entry so organisations can utilise less skilled members of the team and controlling what they can do by defining their roles with the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting documents before posting them into Sage.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”
Amy Jones, Eventura’s Financial Controller
Phone Number: +44 (0) 207 135 2007