Tuesday, 26 April 2016
Tips for Sage: Managing accounting and non-accounting documents within Sage.
PaperLess completes the entire business process workflow for your organisation. PaperLess enables all sizes of organisations to manage both their accounting and non-accounting documents efficiently and securely. Integrated with your Sage 50 Accounts or Sage 200 Business Suite, PaperLess handles your business process workflow from scanning and adding electronic documents to processing them in your accounting application. PaperLess uses Capture>Process>Archive methodology to make today’s business process workflow simple, smart and secure.
1. Capture data as early as possible in your business process workflow
Digitising all your documents at the start of a workflow process is critical for your business. Scanning paperwork and adding electronic documents from emails and computers into the PaperLess workspace is an efficient way to clear all your paperwork at an early stage. Alternatively, you can add digital documents using the PaperLess Printer directly into PaperLess. For invoices, PaperLess Automatic Invoice Recognition extracts the relevant data from your invoices so companies can reduce manual data entry and errors.
2. Process documents on time with the least manual errors
This is a crucial stage in the business process workflow. Using PaperLess document approval feature, colleagues who are involved in the same project can approve documents within the same workspace without sending them by emails back and forth.
PaperLess integrates seamlessly with your existing accounting applications such as Sage 50, Sage 200, Mamut One, Microsoft Dynamics NAV and many more. Once the approval process is complete, accounting transactions with the relevant documents can be posted directly from PaperLess into your accounting application as synchronisation happens instantly in the background. You will also be able to view them in the PaperLess Accounting Archive or in your accounting application at a later stage.
3. Archive all your documents securely at the end of the business process workflow
PaperLess allows businesses to archive both accounting transaction documentation and other business documents in a separate archive folders within the PaperLess workspace. There are 10 different user rights and a complete set of user rules for flexible control over the business process workflow. You can design effective processes for your business as well as maintain the highest level of security.
Furthermore, PaperLess Remote Access enables businesses to work on their documents from anywhere and anytime they want via the Internet securely.