Tuesday, 14 March 2017

Automatic Invoice Approval Software for Sage - How does it work?

Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteSage users are now approving invoices and having the document approval audit trail directly linked to their transactions in Sage by using PaperLess Document Management for Sage. Being a Sage Developer, PaperLess Document Approval features ensure that any document that requires approval can be tracked through the approval process, not only Invoices but all types of business documentation including for instance HR Documents, Orders, Quotations, Correspondence or Complaints.
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But there’s more… with PaperLess Document Management for Sage, Sage users can automate their invoice approval processes by setting automation rules based on Supplier, Project, Cost Code or Department. Together with PaperLess OCR Software for Sage, Sage users can now truly automate their document management processes, with data from invoices being automatically recognized by PaperLess Automatic Invoice Recognition to the moment invoices are automatically sent for approval.
By using PaperLess Document Approval you end up with an audit trail of the complete Approval Process all this directly linked to Sage 50 Accounts, Sage 200 Business Suite, and Sage 200 Extra Online so that you can have all information at the distance of a click of a mouse button.
The seamless integration between PaperLess and Sage allows you to have all your documents directly linked to the transactions you have in Sage as well as the complete audit trail of the approval process also in Sage. This means that by a simple look up of the document directly from Sage you have access to all information related to it: who approved what, in which dates, the changes made and who made them.
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
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