Monday, 25 September 2017

Invoice Approval Software for Sage… Making Invoice Approval Faster!


Sage Developer PaperLess Document Management for Sage Companies have been looking for a Sage Developer’s software that integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, and offers a powerful document management solution with a built-in invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage. But there is more, thanks to PaperLess Automatic Data Capture for Sage, you can automate the invoice approval process based on supplier, project, department or cost unit responsible.
PaperLess Document Management for Sage, provides you with a secure way to ensure that your purchase invoice approval 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.
  • Document Management with built-in Invoice Approval Function
  • Document look-up directly from within your Sage package with the complete audit trail of the approval process
  • Multiple approval options, with PaperLess Dispute Method you can also automatically set and remove the dispute flag in Sage
  • Full control over the approval process, with maximum amounts users can approve and full customization of the approval process.
There are many benefits to have Invoice Approval for Sage function in a PaperLess account management 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.
See how simple and easy it is to have Automatic Invoice Recognition with Complete Audit Trail of the Approval Process directly in Sage.
PaperLess invoice approval for Sage is fast and 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.
Want to know how PaperLess Dispute Approval Method works? Take a look at the video or visit PaperLess website to find out more.
Alternatively, PaperLess also allows you to approve other documents for Sage besides the invoice approval functionality. 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. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled 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.
What our clients say about PaperLess
Joseph Ryland, UKFast.Net Ltd Finance 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

Friday, 22 September 2017

Sage Invoice Processing Automation – Find out more about the new trend among Sage users.


Sage Developer PaperLess Document Management for Sage Businesses receive invoices every day, and struggle to organise them efficiently. In order to achieve this Finance Departments are looking for a smart invoice scanning solution to speed up their workflow process for efficient invoice processing that at the same time allows them to efficiently manage all their documents.
Although there are many solutions available, Finance Professionals have realized that they need something that integrates with the software they already have in place, so that they can maximize the return on the investment while reducing the downtime to only a few hours. For Finance Departments using Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online the solution created by Sage Developer, PaperLess Europe, is clearly the preferred option.
How does PaperLess software work?
Paper invoices can be scanned directly into the PaperLess workspace by using PaperLess printer. When businesses receive invoices electronically via emails, use PaperLess Add Documents function to drag and drop documents from emails or computer to the PaperLess workspace. It is easy to organise and edit documents in PaperLess.
PaperLess does more than invoice scanning. After scanning invoices into PaperLess, the PaperLess Automatic Invoice Recognition feature extracts relevant data from invoices into the PaperLess workspace. PaperLess invoice recognition uses Optical Character Recognition (OCR) technology, which quickly extracts the relevant accounting data from the invoice so the accounting transaction is created for posting into your accounting application. PaperLess enables businesses to edit, approve and post directly to their existing accounting applications such as Sage. PaperLess integrates seamlessly with Sage, meaning there is no need to give up your current accounting application when going paperless. Every time accountants post a transaction with the relevant document attached to Sage synchronisation happens instantly in the background.
The PaperLess invoice scanning solution digitises all your paper invoices into one single workspace, runs invoice recognition and sends them for document approval, then posts them to your accounting application directly. PaperLess helps your organisation to complete the entire workflow within one workspace so your organisation can save time, increase profit and reduce risk.
Can I work Online?
Using Remote Access, the PaperLess invoice scanning solution enables multiple branches to work more efficiently on the same server. This means invoice recognition can also be run on scanned invoices in PaperLess anytime and anywhere via the Internet. The secure Remote Access looks and feels the same as PaperLess workstation version. There are no requirements for terminal server solution. All it needs is an internet connection. Bandwidth requirement is low as you only view documents when needed.
Want Full Automation of Email Invoices?
Then click here to find out all you need to know about the new PaperLess Company Inbox
What our clients say about PaperLess
Joseph Ryland, UKFast.Net Ltd Finance 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

Wednesday, 20 September 2017

How is UK’s largest privately-owned hosting provider going PaperLess?


Sage Developer PaperLess Document Management for Sage The seamless integration between PaperLess Document Management and Sage allowed the UK’s largest, privately-owned, hosting provider to reduce their environmental footprint while freeing up time for their finance and purchasing teams. UKFast is now automatically extracting data from invoices and posting them in addition to automatically linking documents to Sage transactions, meaning easy access to all accounting documents directly from within Sage.
UKFast is the UK’s largest privately-owned hosting provider with over 18 years’ experience in cloud and dedicated hosting. Founded in 1999, the company has experienced significant growth throughout the years and the team has grown to over 280-strong.
In order to speed up invoice processing routines, internal approval processes, have easy access to archived invoices and get an overall automation of invoice processing routines, UKFast decided to implement PaperLess Document Management for Sage 200 Business Suite. So far, PaperLess has allowed the company to authorise payments in a more time and paper efficient manner, freeing up more time for finance and purchasing teams and also reduce the company’s environmental impact in terms of the amount of paper used.
What our clients say about PaperLess
Joseph Ryland, UKFast.Net Ltd Finance 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

Tuesday, 19 September 2017

How is UK’s largest privately-owned hosting provider freeing up time for the finance team while reducing their carbon footprint?


Book your Free Online Demo of PaperLess Document Management for Sage“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”
Joseph Ryland, UKFast.Net Ltd Finance Director
The seamless integration between PaperLess Document Management and Sage allowed the UK’s largest, privately-owned, hosting provider to reduce their environmental footprint while freeing up time for their finance and purchasing teams. UKFast is now automatically extracting data from invoices and posting them in addition to automatically linking documents to Sage transactions, meaning easy access to all accounting documents directly from within Sage.
UKFast is the UK’s largest privately-owned hosting provider with over 18 years’ experience in cloud and dedicated hosting. Founded in 1999, the company has experienced significant growth throughout the years and the team has grown to over 280-strong.
In order to speed up invoice processing routines, internal approval processes, have easy access to archived invoices and get an overall automation of invoice processing routines, UKFast decided to implement PaperLess Document Management for Sage 200 Business Suite. So far, PaperLess has allowed the company to authorise payments in a more time and paper efficient manner, freeing up more time for finance and purchasing teams and also reduce the company’s environmental impact in terms of the amount of paper used.
“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease” says UKFast Finance Director, Joseph Ryland, when asked about PaperLess software, reflecting the high satisfaction levels with PaperLess across the entire company.
The document management solution created by PaperLess Europe, a Sage Developer, integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online. With PaperLess, UKFast is now able to better manage the challenges posed by the company’s growth, with the automation of the invoice approval process seen as the next step forward.
Click here to learn more about Sage Developer's solution to automate document management processes.
Sage Developer PaperLess Document Management for Sage
In order to face these challenges, the company decided to add PaperLess Document Flow to its license so documents can be sent for approval using PaperLess software. This module allows the company to automate document flow based on supplier, project, department or cost unit responsible, meaning that when Automatic Invoice Recognition is run, the system will automatically know where the invoices need to be sent, speeding-up the invoice approval process even further.
Also, by using PaperLess Document Flow for Sage, UKFast now has the entire audit trail of the invoice approval process directly linked to Sage transactions. Ryland sees this as “a great addition to the software when we get it in full swing” with users being able to retrieve documents, accounting information and the entire approval history in a matter of seconds, just by doing a simple look-up from within Sage.
The reduction of paper consumption and easy access to archived invoices as opposed to folders and hard copies were among some of the main goals that led to the implementation of PaperLess software by UKFast. As well as many other benefits, the company considers these goals to have been fully achieved and believes the gains will go even further with the implementation of the document flow module.
What our clients say about PaperLess
Gary Robinson, Real Group’s 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