Monday, 2 November 2015
Document Approval Audit Trail accessible directly from Sage – Take a look at the video to know more
Efficient document workflow plays a crucial role in business management. PaperLess helps your organisation determine the best workflow management for your business. Capturing information at the start of a workflow process allows organisations to manage critical information while reducing manual labour costs such as data entry, sorting, filing and storage. PaperLess
improves the efficiency of core business functions and enhances data quality by using Add Documents and Automatic Invoice Recognition.
Take a look at the video to know more about PaperLess Document Approval for Sage 50 Accounts and Sage 200 Business Suite.
Add Documents function allows businesses to drag and drop digital documents from emails or computers. Alternatively, use PaperLess Printer to send documents directly into PaperLess workspace. It is crucial to digitise your paper documents as early as possible in the document workflow process so document management can be efficient.
Automatic Invoice Recognition is a useful tool for companies that process many invoices every day. PaperLess automatic invoice recognition feature uses OCR (Optical Character Recognition) technology to extract the relevant data from your invoices into PaperLess workspace. Businesses can save time on manual data entry and prevent human errors. PaperLess also integrates seamlessly with Sage 50 Accounts, Sage 200 Suite and many other accounting applications, so PaperLess invoice recognition with Sage happens instantly at the background. Businesses are able to post transactions directly from PaperLess into their existing accounting applications with the relevant documents attached. They can also view these transactions with documents in the accounting application at a later stage.
The next step in the document workflow is to process and approve your documents. PaperLess document approval enables people who are involved in the approval process to work more efficiently with their colleagues and ensure that any document that requires approval can be tracked through the approval process. All business documents such as holiday forms, expenses, quotations, and contracts can be managed by PaperLess Document Approval.
As an efficient workflow management solution, PaperLess allows businesses to manage both accounting and non-accounting documents separately and securely. Colleagues can be given access to documents in the Other Documents Archive meaning there is no need to compromise security in the Accounting Archive. Organisations can now collaborate effectively whilst avoiding any duplication of documents.
There are 10 different user rights and a complete set of user rules for flexible control over the document workflow process. This helps businesses to maintain the highest levels of security. Each user can have access to one or more companies in PaperLess with different levels of user rights authorised for each company. With one single window in PaperLess, it is easy to configure all your user rights for the organisation.
What our clients say about PaperLess
“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
“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”
Chris Houghton, Eventura’s Owner
Phone Number: +44 (0) 207 135 2007