Thursday, 27 August 2015
PaperLess tips for Sage – How to manage documents in Sage, the PaperLess way?
PaperLess is a centralised document management solution that helps businesses save time, increase profit, and reduce risk. PaperLess is designed to utilise the latest document management methodology Capture>Process>Archive. PaperLess captures all your paperwork from scanning and adding electronic documents to processing them in your accounting applications and archiving in PaperLess folders securely.
PaperLess document management solution encourages businesses to digitise their paper documents as early as possible in the business processes, saving time and money as it is more efficient to handle electronic documents in a centralised document management system. Businesses can scan paper directly to PaperLess or drag and drop multiple documents from emails or computers. Alternatively use PaperLess Printer to print files such as PDF into PaperLess workspace. The PaperLess edit TIF functions enable businesses to merge, split and re-organise files electronically so working through a batch of paperwork is simple and smart.
Paperless Automatic Invoice Recognition uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. PaperLess document management solution handles multiple suppliers with multiple document formats including XML invoices. Automatic invoice recognition saves time and reduces manual errors. Accountants are able to edit accounting information without leaving the accounting lines and send transactions for approval within the PaperLess workspace.
PaperLess document management solution makes sure businesses keep track of their documents in the workflow process with Document Approval functionality. This means that the people involved in the approval process can have access to selected PaperLess folders authorised by your administration.
Businesses can now benefit from PaperLess invoice recognition for Sage as PaperLess integrates seamlessly with Sage 50 and Sage 200. Synchronisation happens at background instantly. After accounting transactions are approved by your colleagues, they can then be posted with the relevant documents into Sage directly from PaperLess. Colleagues are also able to view them within PaperLess at a later stage.
PaperLess document management solution enables businesses to archive both accounting and business documents in separate folders Accounting Archive, and Other Documents Archive, so your company privacy remains secure.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…"
Jeffrey Summer, Mulderij’ Relationship Manager
“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”
Pradip Shah, Ashgoal’s Business Consultant
Phone Number: +44 (0) 207 135 2007