Tuesday 31 July 2018

Automatic Matching & Closing of POs in Sage – Is this Full Automation?


Sage catalog introduces Document Management Automation for Sage. Invoice processing automation with all the quality that only a sage developer can offerPaperLess is definitely a lot more than a simple document management solution… Imagine a software that allows you to automatically match and close of Purchase Orders both in Sage 50c, Sage 200c and Sage 200 Extra Online. Well, now you can do that… The seamless integration between PaperLess Document Management and Sage allows Sage users to automatically match and close of Purchase Orders, making much faster and accurate to process all invoices received, including the ones that have a Purchase Order to which they need to match in order to be posted onto Sage.
PaperLess Automatic Matching and Closing of Purchase Orders for Sage. The best way to automate document management processes and invoice processing routines.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.

How are Sage users automatically matching Purchase Invoices against Purchase Orders in Sage?

Sage users no longer have to waste time on comparing invoice amounts against Purchase Orders amounts or on having to go into Sage to close off a Purchase Order, post the transaction and then archive the invoice in a separate location. PaperLess does all this in a fully automatic manner and this process can be further automated for PaperLess clients using PaperLess Company Inbox.
With the Company Inbox module companies can define automation rules to the invoices received from their suppliers so that PaperLess processes those invoices in a fully automatic manner. The invoice is received in PaperLess Company Inbox, processed by the system, data is extracted and PaperLess checks if the amount of the invoice matches the amount of the Purchase Order and, if it does, PaperLess will post the transaction, close off the Purchase Order and link the document directly to the transaction in a fully automatic manner, with no need for any intervention from the accounts team. Once the process is over, PaperLess will send an email notification informing the relevant users of what was processed and posted via PaperLess Company Inbox.
PaperLess Document Management with Automatic Matching and Closing of Purchase Orders in Sage. The best way to automate invoice processing routines across Finance Departments
Another major benefit is that when there is a mismatch between the Purchase Order and the invoice, PaperLess will automatically send the invoice on document flow to the PO originator (Sage 50’s PO field ‘Order Taken By). This means that people working in the accounts department no longer have to waste time trying to find out who is the person responsible for that Purchase Order, what is the email address of that person, typing in the email and the reason why they are sending it, PaperLess does all that for them.
For companies receiving hardcopy invoices and not using PaperLess Automatic Matching and Closing of Purchase Orders the process described above is even more complicated, with the people working in accounts having to find out who is the PO Originator, where that person is located and, if in the same office, having to hand over the invoice to check what the problem is, and once checked, the PO Originator will then have to go to the accounts department with the hardcopy invoice so that it can be processed again.
With PaperLess the invoice is automatically sent on document flow in PaperLess, meaning that the accounts team knows exactly the status of that invoice and if the PO Originator has already taken the necessary actions to amend the Purchase Order or has sent the invoice to the supplier. All this can be easily communicated by using PaperLess Document Flow, with the advantage that the complete audit trail of this process will be available directly from within Sage once the purchase invoice is posted.

Why are Sage users choosing PaperLess to automate invoice processing routines?

PaperLess is all about saving time, money and increasing productivity levels across the finance department and the Automatic Matching and Closing of Purchase Orders is an important part of this for companies using Purchase Orders in Sage.
Successful companies can no longer afford to spend valuable and expensive human resources on tasks that can be fully automated. The automation achieved turns invoice processing routines into a much faster process which is also less prone to errors than when manually inputting and processing data.
Once invoices are brought into PaperLess the user runs the Automatic Invoice Recognition to automatically extract all data from the invoices. When the OCR detects that there is a Purchase Order number on the invoice, PaperLess will check in Sage if there is a Purchase Order for that supplier invoice that matches the Purchase Order number on the invoice and, if it does, PaperLess will then automatically check if the amount on the invoice matches the amount on the Purchase Order. If yes, once the invoice is posted it will automatically close that Purchase Order in Sage.
Find out more on how PaperLess deals with Purchase Orders that do not match or Purchase Orders with multiple deliveries by simply booking an online demo.
PaperLess Document Management Free Online Demo. See how to automate invoice processing routines with this powerful OCR software for Sage.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Friday 27 July 2018

Improving invoice processing in Sage… What you do not yet know?


Sage catalog introduces Document Management Automation for Sage. Invoice processing automation with all the quality that only a sage developer can offerAlthough not yet very well-known among Sage users, Sage Additions catalogue offers the chance for all Sage users to improve their current package with a wide range of solutions that integrate seamlessly with Sage and that have been designed by members of the Sage Developers’ Programme.
That is how many Sage users are discovering that the best way to automate invoice processing routines is by implementing PaperLess for Sage. A powerful Document Management Solution that brings together Automatic Invoice Recognition, Automatic Matching and Closing of Purchase Orders and Online Invoice Approval seamlessly integrated with Sage.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.

Why to choose a Sage Developer’s Solution?

Well, the answer is quite simple. Only a Sage Developer has the expertise and know-how to provide a state of the art solution that integrates seamlessly with your Sage accounting package. This means that there’s no need to be setting-up suppliers, nominal codes, tax codes or departments since all that information is read directly from within Sage.
The integration goes to the extent of allowing Sage users to have all documents and the complete audit trail of the approval process directly linked to Sage transactions. Document retrieval is done by a simple look-up directly from within Sage transaction lines.
Sage Additions catalog present PaperLess Document Management for Sage user in UK and Ireland. The best way to automate document management processes and invoice processing routines.
Check out Sage Additions catalogue and see how PaperLess powerful document management features integrate seamlessly with Sage, allowing you to have all your documents directly linked to your transactions in Sage so that you can easily manage and find all your documents.
PaperLess is a valuable Sage add-on solution that integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online. PaperLess has the knowledge and ability to provide customers with a complete solution that is tailored to suit their business needs. Sage team has always been supportive to introducing Sage add-on solutions such as PaperLess to their partners and customers.
PaperLess Document Management Free Online Demo. See how to automate invoice processing routines with this powerful OCR software for Sage.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Thursday 26 July 2018

Why is PaperLess the preferred Automatic Invoice Processing Solution among Sage users?


Sage catalog introduces Document Management Automation for Sage. Invoice processing automation with all the quality that only a sage developer can offerBusinesses have been relying heavily on the paper document management and the fact is that automating invoice processing routines is crucial in today’s competitive world where the costs of manual labour become higher by the day. With organisations having to deal with invoices on a daily basis, manual data entry from invoices is time consuming and costly, so companies are looking at ways of automating this process to keep costs under control and increase productivity levels.
For Sage users in UK and Ireland the preferred choice is PaperLess Document Management since it offers a seamless integration with both Sage 50 and Sage 200. By implementing PaperLess, Sage users are able to automatically capture all relevant data from the invoices with PaperLess Automatic Invoice Recognition, send the invoices for internal approval or post them into Sage directly from within PaperLess. Because PaperLess is a Sage Developer, Sage users using this technology will also have all documents and the complete audit trail of the approval process directly linked Sage.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.

How does PaperLess OCR Software for Sage work?

PaperLess uses two layers of the sophisticated OCR technology to recognise the information on your invoices. Automatic invoice recognition extracts the relevant data from invoices into the PaperLess workspace, so there is no need for manual data entry. Less manual data entry means less manual errors and better document management for an organisation. With PaperLess, automated invoice processing is simple and smart.
PaperLess automated invoice processing can run invoice recognition on multiple invoices at the same time. Configuration to handle different invoice formats is easily managed. Automatic invoice recognition saves time and reduces errors. PaperLess even checks for duplicate supplier transactions when running invoice recognition.

Can I use PaperLess even if I am using Purchase Orders in Sage?

Yes, definitely. With PaperLess Document Management Software Sage users no longer have to waste time on comparing invoice amounts against Purchase Orders amounts or on having to go into Sage to close off a Purchase Order, post the transaction and then archive the invoice in a separate location. PaperLess does all this in a fully automatic manner and this process can be further automated for PaperLess clients using PaperLess Company Inbox.
PaperLess Document Management with Automatic Matching and Closing of Purchase Orders in Sage. The best way to automate invoice processing routines across Finance Departments

With what versions of Sage does PaperLess Software integrates with?

PaperLess integrates seamlessly with Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online meaning that the synchronisation happens instantly in the background with no need to be importing/exporting files to Sage. With the automatic invoice recognition function, businesses can also run invoice recognition for Sage as posting directly from PaperLess to Sage is quick and easy.
PaperLess is designed for easy usability, so accounting departments can utilise less skilled members of the team and control what these members can do by defining their roles within the secure accounting user rights.
Higher skilled staff can then spend their valuable time checking the preparation of the accounting documents before these transactions are posted directly into your accounting software.
PaperLess Document Management Free Online Demo. See how to automate invoice processing routines with this powerful OCR software for Sage.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007

Tuesday 24 July 2018

Sage OCR Scanning – The new way to process invoices.


Sage catalog introduces Document Management Automation for Sage. Invoice processing automation with all the quality that only a sage developer can offerPeople, especially businesses have been relying heavily on paper document management- whether it be for invoices, record keeping, account management etc. There are, however many disadvantages to this system (for example loss by fire damage, misplacement, security issues, negative environmental impact etc). Businesses wishing to avoid these issues should seriously consider switching to PaperLess document management. Though there are many uses of paperless document management, let’s focus on PaperLess accounting software and the benefits it can bring to your business.
Document management for Sage 50 and 200. The best way to manage all your documents and have them directly linked to Sage.
  • PaperLess accounting software is made possible with Optical Character Recognition (OCR) software
Without OCR software, the transition from paper to PaperLess document management will be a lot more time-consuming and tedious than it is now. OCR software enables the translation of all types of documents like images of typewritten or printed text into electronically readable files, so offices can easily convert their existing paper documents to electronic files.
  • PaperLess accounting software increases your company’s productivity
Many companies, especially those with multiple clients, can identify with the pain of archiving clients’ files and documents. Listing and depositing hundreds of files from different accounts can become quite messy which requires manpower. Not to mention the difficulty of fetching existing data when required. PaperLess account management efficiently stores client documents electronically through the touch of some buttons, reducing the pain and manpower required and thus increasing productivity.
  • PaperLess accounting software and invoice approval workflow
Another revolutionary time-consuming system that arrived with PaperLess accounting software is invoice approval workflow. Tracking all the invoices electronically, the invoice approval workflow permits you to manage all the bill payment processes, enforce and streamline approvals for every bill and invoice received. Plus there's the bonus of remote accessibility- with the correct authorization you can access the invoice approval workflow from any computer, anywhere.
  • PaperLess accounting software improves document security
The PaperLess account management software has the advantage of being more secure and reliable than conventional paper methods because of encryption.
  • PaperLess account management does not require extra space
With PaperLess account management your company can store information from an infinite number of accounts in the space of a computer and desk. And the retrieval of data can be performed within a couple of clicks. Compare this to traditional paper methods which require physical storage (often outsourced), which incurs an extra cost and also the inconvenience of manually sorting through documents to perform a document search.
  • PaperLess account management is environmentally friendly
Last, but not least, going paperless is a tree friendly solution because it does not rely on the cutting down of trees, like paper methods do.
Now we know the benefits of going PaperLess, especially with PaperLess accounting software, ask now for a FREE PaperLess Demo and discover how we can help you to differentiate your company and acquire competitive advantages. 
Invoice scanning software for Sage Free Demo. Find out how to speed up your invoice processing routines with PaperLess for Sage.
WHAT OUR CLIENTS SAY ABOUT PAPERLESS
Andrew Barlow, Management Accountant & Acting Financial Controller.
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Phone Number: +44 (0) 207 135 2007