Thursday 1 December 2016

Is Document Management Automation the Future?


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteAt PaperLess we believe the answer is yes, the future of successful business lies on the automation of their document management processes allowing companies to increase productivity, profitability and service quality levels. Take a look at the video below to see how companies are automating their document management processes from automatic data capture to automatic workflows.
Finance Professionals, Accountants, Bookkeepers as well as all other Sage users have now the possibility to automate their document management processes with PaperLess Document Management for Sage. Being a Sage Developer PaperLess was able to develop a powerful integration with both Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online that allows Sage users to reduce the time spent on manual data input by 80% while automating their entire document management processes.
How does it work?
PaperLess document imaging system uses two layers of sophisticated OCR (Optical Character Recognition) technology to recognise the information on your invoices. With Automatic Invoice Recognition, PaperLess document imaging system extracts the relevant data from your invoices quickly so that your organisation can save time and reduce manual data entry.
PaperLess document imaging system handles multiple suppliers and multiple document formats, such as PDF and XML invoices. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online and many other accounting applications so there is no need to give up your current accounting application. Synchronisation happens instantly in the background. Businesses can run invoice recognition for Sage on multiple invoices at the same time. Configuration to handle many different invoice formats is easily managed.
PaperLess document imaging system saves time and reduces manual errors. Paperless even checks for duplicate transactions when running invoice recognition for better document management. PaperLess also helps your business convert PDF to OCR by using the automatic invoice recognition so manual data entry can be minimised.
After the invoice recognition extracts the relevant data from invoices to PaperLess, your colleagues can edit accounting information and send accounting transactions to other team members for approval. PaperLess document imaging system has Document Approval functionality so that your team can approve documents with comments in PaperLess. PaperLess integrates with your existing accounting application so you can post transactions with the relevant documents directly into your accounting application from PaperLess. Your colleagues will also be to view the transactions at a later stage both in the accounting application and in PaperLess.
Additionally, businesses can also manage their non-accounting documents in the Other Document Archive securely and efficiently. PaperLess document imaging system enables businesses to manage both accounting and other documents in separate archives, so there is no need for companies to compromise their security. 
Comprehensive user rights protect your data and documentation so each user can have access to one or more archives in PaperLess with different levels of user rights authorised. Keeping general business documents in the PaperLess Other Documents Archive separate from the PaperLess Accounting Archive provides further security for your accounting records. In one single window in PaperLess you can easily configure all your user rights.
What our clients say about PaperLess
Scott Gibson Eventura’s Consultancy Director
Colin Mayrs, Blair’s Caravans Managing Director
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Contact Us
Phone Number: +44 (0) 207 135 2007

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Thank you for your comment and if you would like to know more information about PaperLess Document Management for Sage just book your Free Online Demo by sending an email to info@paperlesseurope.com