How’re CFO’s automating invoice processing and approval processes?

CFO’s, Accountants, Bookkeepers and many other finance professionals are streamlining the document approval process within companies while, at the same time, ensuring that they have the complete audit trail of the approval process directly linked to transactions both in Sage 50 and Sage 200.

But how can they have the audit trail of the approval process directly linked to their Sage accounting software?

As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools you can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.

Finance Professionals have been looking for a Sage add-on solution that integrates with Sage and offers a powerful document management solution with a built-in invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage. But there is more, thanks to PaperLess automatic data capture for Sage, you can automate the invoice approval process based on supplier, project, department or cost unit responsible.

Why is PaperLess becoming the preferred choice of Sage users to automate invoice approval processes?

Because PaperLess Document Management for Sage provides Sage users with a secure way to ensure that purchase invoice approval for Sage can be monitored the way your organisation works.

• Document Management with built-in Invoice Approval Function
• Document look-up directly from within your Sage package with the complete audit trail of the approval process
• Multiple approval options, with PaperLess Dispute Method you can also automatically set and remove the dispute flag in Sage
• Full control over the approval process, with maximum amounts users can approve and full customization of the approval process.

There are many benefits to have invoice approval for Sage function including the fact 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.

See how simple and easy it is to have Automatic Invoice Recognition with Complete Audit Trail of the Approval Process directly in Sage.

PaperLess software document approval function enables businesses to track any document that requires approval by other people through the workflow process. A system that integrates seamlessly with your Sage accounting software, allowing you to save time and reduce manual data entry through the automation of the entire process, from the moment documents are received until they are posted into your accounting software.

• Faster approval processes leaving your resources available for other tasks
• Automatic management of approval levels reducing complexity and time spent on it
• Dynamic approval processes with real time information so that you can immediately act on it
• Online document management & approval – no matter where you are all your data is available for consultation and approval
• Complete audit trail of the approval flow increasing transparency and data security

Within PaperLess the document approval process allows you to set up multiple approval workflows with one or more users. Besides with PaperLess Remote Access you can give secure access to approved users to view documents and authorize transactions anywhere via the internet, reducing delays in authorization and improving process efficiency.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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