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.
Finance Professionals, Accountants, Bookkeepers as well as all other Sage users have now the possibility to automate their data input processes with PaperLess Document Management for Sage with built-in OCR software. Being a Sage Developer PaperLess was able to develop a powerful integration with 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%.
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 and Sage 200 Extra Onlineand 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.
Are you struggling with the large number of documents and invoices you receive everyday?
PaperLess Document Management for Sage introduces 7 new ways of managing your documents at Sage Summit 2017
Some software applications help you handle outgoing documents and even document filing for these outgoing documents too. But when you are still receiving loads of paperwork every day sent from suppliers, authorities and customers, you need software to ensure you can avoid drowning under extra paperwork.
In this white paper you can find 7 new ways to handle your incoming documents and what a good document management system can do for your business:
Increase Productivity Levels and Revenue Margins
Increase efficiency levels with system automation
Reduce operational costs across the entire company
Communicate live and exchange information with clients
Gain competitive advantages and differentiation factors
PaperLess focuses on managing your incoming documents which means managing your entire workflow process in the organisation from adding documents to processing data, from approving documents to saving all types of transactions in the accounting or non-accounting archive.
So here are 7 new ways you can now improve in your day-to-day operations and how PaperLess can make your business more efficient:
1. Adding incoming documents to PaperLess
Adding any type of incoming paper or electronic document in multiple file formats including office documents or any scanned image
Automation of all emailed documents with PaperLess Company Inbox
Comprehensive user rights control so that certain users have restricted access to certain documents or folders
Multi-user, multi-company functionality so that certain company documents are restricted for certain users
PaperLess users do not have to be users in your accounting application
2. Managing incoming paperwork
Never lose any time working out where your documents are in the business process
Locate any document quickly and easily
View all your documents in the PaperLess workspace, different views mean you can always see where your paperwork is within a business process
Create accounting transactions directly from the source document images and post the transactions directly into your accounting application
View the document in PaperLess from within your accounting application
3. Automatic Invoice Recognition
PaperLess reads the document image and extracts accounting data ready for posting directly into your accounting application
Two layers of invoice recognition technology means high flexibility so that manual data entry is reduced
4. Workflow Approvals
Any document, accounting or non-accounting related, can have one or more recipients attached to it for approvals
Full audit trail for each documents approval process
5. Secure Remote Access
Remote Access application (9MB file) can be run anywhere via the Internet and has all PaperLess functionality available
6. Other Document Archive
For non-accounting documents such quotations, HR documents, policies and procedures there is no need for any other external database or application
Any business document can be archived with its own meta-data so that it can be located within the PaperLess search functions
Extensive reporting options with output to Excel that enable reporting on documents posted in the accounting, outstanding in workflows and stored in non-accounting documents archive.
The PaperLess Benefits
Increase efficiency in your business process by saving time and reducing errors. Reduce business costs for processing, printing, copier and storage.
Communicate more effectively within the organisation by centralising document management, using workflows to manage business processes, approving documents during the process and reducing environmental impact of business.
Protect data within your business, archive all documentation securely, manage a complete audit trial of processes and locate information quickly.
Imagine having a software that allows you to fully automate your document management processes from the moment suppliers send you invoices by email until they are posted into Sage. That is PaperLess Company Inbox, a powerful solution that will change the way documents are processed by setting automation rules that are applied as soon as documents are received in your Company Inbox email.
As a Sage Developer, PaperLess Europe will be part of the Sage Summit being held at ExCeL London - 5th and 6th April - where PaperLess will be making the official release of the brand newPaperLess Company Inboxto all Sage clients and Business Partners in UK and Ireland. This exclusive PaperLess’ development represents the state of the art technology for Invoice Processing Automation, with emailed invoices processed and posted to Sage with closing of corresponding purchase orders in a fully automatic process, with no need for any Human Intervention on Invoice Processing Routines.