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.
Do you already have software that manages the output of documents, and now you need software to manage incoming documents?
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 Document Management for Sage 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
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.
Thousands of users across Europe are using PaperLess technology to work securely and efficiently with their clients. PaperLess integrates with Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online, Mamut, Microsoft Dynamics NAV and many more accounting applications so that accountants and their clients can upload and approve documents, view transactions in Sage with the relevant documents attached, and use Automatic Invoice Recognition to reduce manual data entry.
With PaperLess bookkeeping software accountants and bookkeepers can manage all their working papers, practice documentation, clients’ documents and their workflow approval process both internally and with their clients.
Companies can now enjoy hassle-free workflow management with PaperLess Document Management for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online. PaperLess enables businesses to manage all their electronic documents and complete the workflow process by using automatic invoice recognition, workflow approval and many other smart features in PaperLess software. PaperLess also offers seamless fast integration with Sage and other accounting applications, meaning organisations do not need to give up their current accounting application in order to go paperless.
Thousands of Finance Professionals in Europe have found PaperLess Software a helpful solution to work securely and efficiently with their clients. With PaperLess, accountants can manage all their documents and working papers, clients’ documents and their workflow approval process both internally and with clients.
With over 1700 installations in Europe, businesses are also using PaperLess for better workflow management within the organisation.
1. Simple workflow management
PaperLess office software is easy to use for efficient electronic document management. Documents can be added from emails or computer to the PaperLess workspace. Digitise any paperwork as early as possible in the workflow process by scanning them into the PaperLess workspace.
Since PaperLess integrates with many popular accounting applications such as Sage, there is no need to give up your existing accounting application in order to use PaperLess. After the documents are ready, you can post them from PaperLess directly into Sage.
2. Smart workflow management
PaperLess automatic invoice recognition extracts all the necessary data from invoices. It is quick to run the invoice recognition. This function allows businesses to create a customised template for each supplier so it saves time to edit accounting lines every time you receive an invoice from the same supplier.
When the invoices are posted to Sage, you can view them both in Sage and in the PaperLess Accounting Archive. Transactions can be posted with the relevant documents attached from PaperLess into Sage and can be viewed at a later stage in PaperLess.
3. Secure workflow management
The PaperLess Document Approval function is critical for a better workflow management. Companies can assign both accounting and other documents to responsible colleagues within the PaperLess workspace, so they are able to view, approve, and notify each other without sending documents back and forth via emails.
Remote Access allows organisations to work with their team anywhere and anyplace via the Internet without compromising security. Secure user rights give different levels of access rights to certain folders for certain colleagues. This is useful especially when a team would like to collaborate in a project but do not want others to view accounting documents.