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

Friday, 19 May 2017

Full Automation of Emailed Documents for Sage is now available


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteHave you heard about PaperLess Company Inbox?
Imagine having a software that allows you to fully automate your document management process 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.
Discover your new routine with PaperLess Company Inbox
Want to go from imagination to reality, then Book Your Online Demo or Visit PaperLess Website to Know more
Imagine receiving all documents directly in Company Inbox and have them automatically processed, sent for approval or posted into your Sage 50 Accounts, Sage 200 Business Suite or Sage 200 Extra Online. Yes, this is now possible. PaperLess Company Inbox saves you time, moneys and allows you to allocate resources to the tasks that bring the highest revenue to your company.
  • Advanced set of automation rules that make possible for invoices and other documents to be received, processed and posted into Sage in a complete automatic process, saving you even more time, money and resources than what you are already experiencing with PaperLess.
  • Remove the hassle of having to go through emails to see what documents to process, with Company Inbox everything is in one place so that automation rules can be easily set.
  • Documents can be received, have their data extracted and send for approval on a complete automatic process that makes processes simpler, faster and even more accurate than before.
  • Security tools that guarantee the accuracy of the information processed and that you keep control at all times over the documents being processed, their status and if any type of intervention is required.
It is time to stop imagining and Click to Book Your Online Demo
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, 17 May 2017

What’s an OCR Software and how does it work with your Sage?


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteOCR stands for Optical Character Recognition technology which is becoming part of the daily routines of any finance professional dealing with a large number of documents. Usually companies using this type of technology are the ones who focus on increasing productivity margins in order to gain competitive advantages.
From CFO’s, Accountants and Bookkeepers to Construction companies and the Hospitality Industry Optical Character Recognition is the key for companies to process large volumes of documents without the need to increase the headcount.
What to do with all the data extracted from the documents?
Well that is where things get more complicated, if the OCR engine you are using only extract the data and does not integrate with the software you are using for your accounts, you end up having to copy and paste it into the fields where you want to have that data placed. That is why integration with your accounting software is key to ensure that you fully exploit all the potential your OCR engine has to offer.
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 Suite, Sage 200 Extra Online and 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.
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

Friday, 12 May 2017

Do I need to Keep a Paper Copy of my Invoices? Check HMRC's position on this matter.


Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteUnlike what many Finance Professionals think, HMRC does not specify any rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like bookkeeping software).
In fact, HMRC can charge you a penalty if your records are not accurate, complete and readable so make sure you store your documents in a digital format and well organized making sure that you can have easy access to them. Click here to check what HMRC says about keeping digital records or Click here to visit PaperLess Website
Sage 50 Accounts and Sage 200 Business Suite users can keep all their documents properly stored and organized with the Sage Developer solution, PaperLess software, a powerful document management solution with build-in OCR that integrates seamlessly with both Sage 50 Accounts and Sage 200 Business Suite allowing accountants and finance professionals to easily manage all accounting and non-accounting documents having them directly linked to transactions in Sage.
Besides being a Sage Developer, PaperLess is also listed on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts and Sage 200 Business Suite.
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