Wednesday 7 March 2018

What’s the future of Document Management Automation?


Document Management for Sage by Sage Developer PaperLess EuropeAt PaperLess we believe the future of document management automation is to 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. 
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.
What our clients say about PaperLess
Joseph Ryland, UKFast.Net Ltd Finance 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

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Thank you for your comment and if you would like to know more information about PaperLess Document Management for Sage just book your Free Online Demo by sending an email to info@paperlesseurope.com