Document Management, OCR and Invoice Approval… The new trend in Finance Departments!

Finding an efficient document approval software that saves time and reduces manual data entry is the main goal of most finance professionals, since this allows them to automate document management processes, speed-up invoice processing routines and, therefore, increasing productivity levels.

For Sage users the preferred solution has clearly been the software designed by Sage Developer, PaperLess Europe, a powerful document management with online approval function and built-in OCR engine that enables businesses to automatically extract data from documents and track any document that requires approval by other people through the workflow process.

This means that people who are involved in the approval process can have access only to the selected documents pending for approval. With PaperLess Document Management software, companies can set up multiple approval flows with one or more people in each thus free those documents trapped in the process by a person who is unable to take action. Responsible colleagues can make comments on the document and refuse the approval with reasons.

For accounting transactions, once the document approval process is complete the person in charge can make a final check on the transactions or amend any accounting lines for the document prior to posting into your existing accounting application.

Take a look at the video or Click here to know more about PaperLess Document Approval for Sage 50 Accounts and Sage 200 Business Suite. 

In the PaperLess archive, users are able to see the history of the approval process for each document that they have been involved with. There is a comprehensive set of secure accounting user rights which provides different levels of access rights so general business documents can be kept in the Other Document Archive separate from the Accounting Archive.

There are 8 user rules in the PaperLess document approval software to control the levels at which users can approve what documents. Businesses can design effective document approval processes as well as maintain the highest levels of security. Colleagues can have access to certain documents with different levels of user rights granted.

Businesses are also able to approve their documents using the PaperLess document approval software wherever and whenever they want. PaperLess Remote Access is a convenient tool that allows businesses to have access to any documents via the Internet securely. The secure Remote Access is encrypted. There will be no delay of document approval even if your colleagues involved in the project are out of the office. All other PaperLess features are available in Remote Access such as automatic invoice recognition and document archiving.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”

Joseph Ryland, UKFast.Net Ltd Finance Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com