Monday, 28 March 2016
How can Sage users view the audit trail of the document approval process directly from within Sage?
PaperLess improves the efficiency of document approval for Sage in an organisation. Companies that use Sage now can approve their documents within the PaperLess workspace and then directly post them into Sage from PaperLess. Document approval is critically important in the overall paperless document management process for Sage.
All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by Paperless document approval for Sage. Instead of printing them, manually sorting them out, and delivering them to colleagues responsible for approvals; you can review and approve both accounting and other documents within the PaperLess workspace from different departments. At the same time the PaperLess secure user rights control enables an organisation to give different levels of access rights to employees on certain documents.
Once the approval process is complete you can make a final check on the transactions, and amend any accounting lines in the transaction voucher prior to posting to Sage. Without leaving PaperLess workspace you can then post transactions to your Sage 50 or Sage 200 instantly.
Using PaperLess document approval for Sage 50 and Sage 200 is very easy and secure. The entire document approval process can be done within PaperLess among different colleagues without compromising security and efficiency.
Document approval process for Sage can also be done wherever and whenever you are by using the PaperLess Remote Accessfunction which allows you to review and approve both accounting and other documents away from the office. There are no requirements for terminal server solution. All you need is an internet connection. Bandwidth requirement is low as you only view and approve documents when needed. In addition it is also very easy to invite other users and administrators to join.
PaperLess ClientAccess provides extended functionality so that PaperLess Accountants can offer their clients an efficient and secure way to approve their bookkeeping documents for Sage. PaperLess ClientAccess also enables clients of the PaperLess Accountants to view the accounting archive online.
Clients of PaperLess Accountants save substantial costs as no investment in accounting software is required. Clients are able to save time by completing document approvals for Sage that have been passed to the PaperLess Accountants online within PaperLess workspace, thus effectively reduce employee time previously used in managing the bookkeeping.
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
“…the future lies there: the online collaboration with customers with live access to their data records…"
Patrick Slomp, Mulderij’s Manager
Phone Number: +44 (0) 207 135 2007