Tuesday, 22 September 2015
Document Approval In Sage with Automatic Data Capture – Watch the Video
Companies can now enjoy hassle-free workflow management with PaperLess. PaperLess enables businesses to manage all their electronic documents and complete the workflow process by using automatic invoice recognition, workflow approval and many other smart features in PaperLess software. PaperLess also offers seamless fast integration with Sage and other accounting applications, meaning organisations do not need to give up their current accounting application in order to go paperless.
Over 400 accountants in Europe have found PaperLess a helpful solution to work securely and efficiently with their clients. With PaperLess, accountants can manage all their documents and working papers, clients’ documents and their workflow approval process both internally and with clients. PaperLess integrates with Sage 50 Accounts so that accountants and their clients can upload and approve documents, view transactions created in Sage with the relevant documents, and use invoice recognition for Sage to reduce manual data entry and manual errors.
With over 1700 installations in Europe, businesses are also using PaperLess for better workflow management within the organisation.
1. Simple workflow management
PaperLess office software is easy to use for efficient electronic document management. Documents can be added from emails or computer to the PaperLess workspace. Digitise any paperwork as early as possible in the workflow process by scanning them into the PaperLess workspace.
Since PaperLess integrates with many popular accounting applications such as Sage, there is no need to give up your existing accounting application in order to use PaperLess. After the documents are ready, you can post them from PaperLess directly into Sage.
2. Smart workflow management
PaperLess automatic invoice recognition extracts all the necessary data from invoices. It is quick to run the invoice recognition. This function allows businesses to create a customised template for each supplier so it saves time to edit accounting lines every time you receive an invoice from the same supplier.
When the invoices are posted to Sage, you can view them both in Sage and in the PaperLess Accounting Archive. Transactions can be posted with the relevant documents attached from PaperLess into Sage and can be viewed at a later stage in PaperLess.
3. Secure workflow management
The PaperLess Document Approval function is critical for a better workflow management. Companies can assign both accounting and other documents to responsible colleagues within the PaperLess workspace, so they are able to view, approve, and notify each other without sending documents back and forth via emails.
Remote Access allows organisations to work with their team anywhere and anyplace via the Internet without compromising security. Secure user rights give different levels of access rights to certain folders for certain colleagues. This is useful especially when a team would like to collaborate in a project but do not want others to view accounting 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