Friday, 26 May 2017

How are Finance Professionals Speeding-Up Document Management Processes


Book your Free Online Demo of PaperLess Document Management for SageNumerii is a Bookkeeping & Payroll Services provider that was looking for a way to manage the vast amounts of clients’ data that would allow the company to reduce the number of physical files it had to deal with and to significantly reduce the time spent doing so. 
“The PaperLess Accounting Archive is superb! Best feature is the accounting archive, so easy to use and saves loads of time.”
The seamless integration between PaperLess Document Management and Sage, enabling Numerii to post all transactions and link all documents directly to the transactions in Sage, together with the powerful Automatic Invoice Recognition feature, allowing a significant reduction of the time spent on manual data input, were some of the most distinctive features that led to the choice of PaperLess software.

Read the Full Version of the Case Study or Click here to Visit PaperLess Website

video

For Lisa Davis, Numerii’s Director, one of the factors that really differentiated PaperLess from all other offers on the market was the fact that “…with PaperLess documents are directly linked to Sage something important as we only work in Sage.”With the look-up of documents directly from Sage PaperLess ensures that the storage and retrieval of all documents is fast and easy, something essential for Numerii’s daily work and even more important during the company auditing processes.

Read the Full Version of the Case Study or Click here to Visit PaperLess Website

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

Thursday, 25 May 2017

How to get my emailed invoices automatically posted to Sage?


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteWhat seemed impossible in the past is nowadays quite simple. You can now have all your invoices received via email automatically processed and sent for approval on document flow or alternatively have them posted directly into your Sage accounting package. You will then receive an email with the voucher information so that you can keep control over what is being processed.
This is PaperLess Company Inbox, a powerful feature crated by the Sage Developer PaperLess Europe which allows you to fully automate your document management processes. But it gets even better, if you use Purchase Orders PaperLess Company Inbox will automatically match the invoices against the Purchase Order in Sage and if the amounts match it will automatically close off the Purchase Order and post the invoice to Sage.
  • What happens if there’s a mismatch?
In case there is a mismatch between the invoice and the Purchase Order PaperLess will automatically send the invoice in document flow to the person that raised the Purchase Order in Sage. Yes, this is what we call Full Document Management Automation and is not available for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online users.
  • How do I access the documents?
With PaperLess Document Management for Sage the documents are directly linked to the transactions in Sage. By doing a simple look-up from within Sage you have access to the document, the complete audit trail of the approval process, all the accounting information and, guess what, you also have access to the original email with which the invoice was received. Meaning no more time wasted in looking for documents or emails since everything is directly linked to the transactions in Sage.
  • How can I know more?
Well, that is very simple all you need to do is to Book your Free Online Demo so that we can show you how to automate your Document Management processes.
  • Can I have a sneak-peak?
Yes, take a look at the video below and get a better picture of what PaperLess Company Inbox has to offer. Don’t forget that besides this PaperLess software offers a full range of features that allow you to manage all your accounting documents.
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

Wednesday, 24 May 2017

How to access PaperLess documents from Sage?


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteYes, that's right you can now access all your accounting documents directly from within your Sage accounting package. 
Seamless integrated with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, PaperLess enables Sage users to automatically post invoices directly into Sage and to retrieve those invoices by doing a simple look-up from the transaction lines. 
Being a Sage Developer, PaperLess brings together OCR and document management technologies to give Sage users a unique integration that now only allows them to reduce manual data input with OCR technology but also to easily retrieve all accounting documents by doing a simple look-up directly from within Sage.
Take a look at Sage Additions to know more about PaperLess Document Management for Sage. Sage Additions Catalog offers you access to software and services from the Sage developer Network that allow you to boost the performance of your Sage Accounting package. 
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

Tuesday, 23 May 2017

Document Management for Sage with built-in Invoice Approval Software


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteSage 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 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online 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.
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