PaperLess was born in 1997 in Oslo with the vision of improving the efficiency of accounting systems by using automatic invoice recognition, electronic document flow and archiving. With an expanding client base of 1700 installations across Europe the PaperLess solution integrates seamlessly with both Sage 50 and Sage 200 Business Suite and manages the whole routine from scanning or adding electronic documents to processing them in the accounting systems.
Following the increasing awareness from Finance Professionals to the importance that Document Processing Automation plays in every company's bookkeeping processes, increasing the speed and accuracy of those processes while reducing the number of resources needed, the Institute of Financial Accountants (IFA) has invited PaperLess Europe to provide an insight to their associates into ‘Increasing productivity and revenue margins via automation'.
Being a Sage Developer for the Document Processing Automation area with thousands of users across Europe,PaperLessEurope has the know-how and expertise to advise IFA members on the best strategies to follow, as well as to show them how only a solution that integrates seamlessly with their accounting software can truly offer full document management automation.
Why this topic will benefit IFA Members:
Technical knowledge in relation to PaperLess Document Management
The Institute of Financial Accountants is an internationally recognised professional accountancy membership body, whose members work for small and medium-sized enterprises (SMEs), or who run or work in small and medium-sized accounting practices (SMPs) that advise SMEs.
PaperLess Europe will be represented by the company Co-owner, Torben Halvorsen. With over 20 years of experience, Torben Halvorsen is a professional specialized in helping companies and accountancy practices to gain competitive business advantages. This is done by implementing strategies and IT solutions that save time and money which translates into a significant reduction of unnecessary operational costs.
You may be shaking your head thinking that there is no way that your business or office could go paperless. I know, we have all grown up to depend on paper, but the truth is that it is 2016 and now everyone is starting to depend on technology. It’s time to move on. Creating a Paperless Office is easy and affordable, not to mention a lot more efficient.
Sage is a credible and comprehensive accounting application to manage your purchase invoices. However, customers have been looking for a complementary solution that integrates with Sage and offers document approval function so that it is convenient to approve purchase invoices for Sage among the assigned colleagues prior to posting into Sage.
PaperLess provides you with a secure way to ensure that your purchase invoice approval process for Sage can be monitored the way your organisation works. Once the approval process is finished you can make a final confirmation on the transactions, and amend any accounting lines in the transaction voucher prior to posting into Sage.
There are many benefits to have invoice approval function in an accounting solution that also integrates with Sage. This means that any document which requires approval can be tracked through the approval process or even the entire work flow process. All purchase invoices can be managed and approved for Sage within the PaperLess workspace. More importantly, audit trail is clear for all users’ approvals.
Approving purchase invoices for Sage in PaperLess is secure as you can always see both the Sage transaction and the preparation in PaperLess. No time is wasted waiting for synchronisation as it is instant. Since you can move the document around without leaving the accounting lines, data entry is quick so you save a considerable amount of time by viewing all the data in one go.
Alternatively, PaperLess also allows you to approve other documents for Sage. This means that the people within an organisation who are involved in the non-accounting document approval process have no requirement to have access to Sage. All business documents such as purchase orders, expenses, and holiday forms are managed by the PaperLess Other Document Archive. Therefore it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.
As Sage Developer PaperLess developed a powerful software that integrates seamlessly with Sage, so take a look at this 30 seconds video and find out how you can have Automatic Data Input with Direct Posting into Sage of all your accounting documents. A simple and fast process that also allows you to have all your documents directly linked to your transactions in Sage.
Yes, this is the best way to manage all your accounting documents so contact us now for a 20 minutes Free Online Demo.
Finance Directors, CFO's, Accountants, Bookkeepers and Company owners are just a few among the thousands of Sage users that are constantly looking for ways to improve the efficiency of their Sage accounting package.
For them the answer has been PaperLess Document Management for Sage, which improves your bookkeeping experience by effectively reducing manual data entry work and posting all types of transaction directly into Sage from the PaperLess workspace.
Many accountants use Sage for bookkeeping managements. PaperLess is good for accountants and their clients, and over 400 accountants in Europe are doing PaperLess bookkeeping with their accounting system, such as Sage, to work securely and efficiently. The biggest concern for accountants is how to exchange documents with their clients and get document approval from them without compromising privacy on accountants end.
PaperLess offers fast integration with Sage so both accountants and their clients can access documents and transactions in the PaperLess workspace. As an accountant, if you work in an accountancy firm, there is no software to install on each workstation so implementation is simple. Your clients only need to run a small light file to use PaperLess Remote Access online to access documents for approval or search for transactions and documents. You can complete all the paperless bookkeeping for Sage in PaperLess so that the document can be viewed with the transaction from within PaperLess for Sage and from within Sage itself.
With PaperLess, your clients can upload documents for you to process online. Vice versa you can also flexibly add documents for clients to approve within the same PaperLess workspace. There is always a clear audit trail of client approvals so all the documents for bookkeeping with Sage stay safe on your server. There is no third party involvement because you control the access to both PaperLess and Sage.
The PaperLess Accountants Programme provides accountants the choice of paperless bookkeeping with Sage. The programme is open to qualifying accountants and bookkeepers who wish to use PaperLess to work efficiently with their clients. The PaperLess bookkeeping with Sage reduces manual data entry by using the PaperLess automatic invoice recognition for Sage function. PaperLess checks for duplicate supplier invoices after running the invoice recognition process. When you and your colleagues approve transactions with documents attached, they can then be posted directly into Sage. Remote workers can use PaperLess Remote Access to work away from the office too so it is convenient and fast to get work done anytime and anywhere.
In addition, you can also archive all your internal practice working papers and secure them so that access is granted only to specified users, such as your colleagues. Therefore, PaperLess bookkeeping with Sage is simple, smart, and secure to use with your clients.