Wednesday, 26 August 2015
PaperLess tips for Sage - Sage Additions, the best way to boost the performance of your Sage package
PaperLess is a valuable Sage add-on solution that integrates seamlessly with Sage 50 and Sage 200. PaperLess has the knowledge and ability to provide customers with a complete solution that is tailored to suit their business needs. Sage team has always been supportive to introducing Sage add-on solutions such as PaperLess to their partners and customers.
PaperLess offers fast integration with Sage and at the same time preserves the history of the transactions so that the complete history record of all the accounting years are available in one workspace satisfying the storage requirements for the accounting laws of your country.
The implementation with PaperLess is quick and efficient, clients are normally up and running in one day. As a Sage add-on solution, PaperLess enables you to take advantage of all the investment you have already made in Sage such as installation, work practices, training, etc. There is no need to drop or change your current accounting application to become PaperLess.
1. A simple Sage add-on solution
Installation of PaperLess in your computer is fast and light. There is no need to install on each workstation in your organisation. Synchronisation with Sage is automated so it all happens in the background. Therefore PaperLess is very quick to implement in multi-user environment and it is easy for your colleagues to learn to use the PaperLess workspace so they can collaborate on the same project easily.
The first stage of working on PaperLess is the capture stage. You capture and digitise all necessary information from received paperwork by flexibly add documents from your email or computer. Digitising your paperwork as early as possible in your work flow process saves lots of time and money as it is more efficient to handle electronic documents. You can scan paper directly to Paperless, or drag and drop them from emails and computer. The PaperLess edit TIF function enables you to merge, split and reorganise documents so working through a batch of paperwork is quick.
The powerful search function also makes PaperLess a simple Sage add-on solution for end users. Paperless has a multiple search feature that allows you to locate any transaction or document you need with the least amount of data required.
2. A smart Sage add-on solution
Using two layers of OCR (optical character recognition) technology, PaperLess automatically recognises invoice data and extracts it from your invoice.
After you run the invoice recognition for Sage and edit accounting lines, PaperLess allows you to send transactions to your colleagues for approval.
Once you run the invoice recognition and invoice approval process is complete, you can then post transactions with documents attached to Sage directly from PaperLess. And you will also be able to view them within the PaperLess workspace because synchronisation is immediate.
3. A secure Sage add-on solution
Without compromising security in accounting archive, you can have your colleagues view or approve non-accounting documents as well in the PaperLess Other Document Archive.
The secure Remote Access function in PaperLess looks and feels the same and it is very safe to invite other users. When you are out of the office and still want to finish some work in Sage with your colleagues online, you will find PaperLess as a secure Sage add-on solution by using the Remote Access function.
The PaperLess comprehensive secure user rights for Sage enables an organisation to authorise different levels of access rights to different employees on certain documents.
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