Full Automation of Emailed Invoice in Sage… What’s that all about?

What seemed impossible in the past is nowadays quite simple. You can now 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. You will then receive an email with the voucher information so that you can keep control over what is being processed.

This is PaperLess Company Inbox, a powerful feature crated by Sage Platinum Developer Partner, 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 50c, Sage 200c, Sage 200 Standard Online 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 ABOUT DOCUMENT MANAGEMENT AUTOMATION?

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.

• CAN I HAVE A SNEAK-PEAK OF PAPERLESS FOR SAGE?

Yes, take a look at the video below and get a better picture of what PaperLess Company Inbox has to offer. Don’t forget that besides this PaperLess software offers a full range of features that allow you to manage all your accounting documents.

Why are Sage users choosing PaperLess Document Management for Sage?

Well, simply because PaperLess is much more than a simple document management solution offering Sage users a seamless integration with their Sage accounting package. This means that when data is extracted it can be instantly posted to Sage and documents get automatically linked to Sage transaction lines, something that only a Sage Platinum Developer like PaperLess Europe can offer.

It is this automation level, only made possible by the full integration between PaperLess and Sage, that made PaperLess the preferred choice of Sage users. More than one thousand users that have found a way to not only automate document management routines but also to automate invoice approval processes with PaperLess Document Flow.

By bringing together Automatic Invoice Recognition, Online Invoice Approval, Automatic Matching and Closing of Purchase Orders and Full Automation of Emailed Invoices, PaperLess Document Management software has become the preferred choice for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online users.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

What is the OCR Software preferred by Sage users?

Efficient invoice processing saves organisations time and money while reducing manual data entry and OCR technology plays a major role on allowing companies to automate their data input processes, saving them time and money while increasing data accuracy levels. However, Finance Professionals need to be aware that if they are using an OCR system that is not integrated with their accounting software, they will have the data automatically captured but the system will not know how to process that data, meaning that manual work will not be reduced.

That is why PaperLess Document Management with built-in OCR software has become the preferred solution among Sage users to automate document management processes and speed up invoice processing routines. Created by Sage Platinum Developer Partner, PaperLess Europe, PaperLess software offers Automatic Invoice Recognition with two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices into PaperLess, which will then be sent to other colleagues for approval within the same workspace.

• Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
• Automatic Document Flow based on Supplier, Department, Project or Cost Unit Responsible
• Look-up of documents directly from accounting lines in Sage
• Automatic Matching & Closing of Purchase Orders for Sage 50 and 200
• Full Invoice Processing Automation with PaperLess Company Inbox

Take a look at the video to see how PaperLess Automatic Invoice Recognition for Sage works

Why to choose Capture > Process > Archive to process my accounting documents?

Businesses have been relying heavily on manual invoice processing. Dealing with paper invoices can be time consuming and can cause many human errors with manual data entry. Some companies are still using the traditional methodology Scan to Archive, which means they only digitise invoices for archiving purpose. Unfortunately, countless manual errors happen because of the old fashion way of processing paper invoices in an organisation.

The latest methodology Capture>Process>Archive has become the most efficient way for invoice processing. PaperLess captures your invoice data by digitising paper invoices at an early stage of the workflow process.

Every business deals with invoices, so efficient invoice processing is crucial for running a profitable business. After several months, invoices from previous months may still be pending and without approval. Entering large amount of data from the invoices into your computer can be so tedious that manual mistakes are unavoidable.

For companies that receive many invoices from the same supplier on a regular basis, PaperLess efficient invoice processing creates customised invoice template for a particular supplier. Next time you run automatic invoice recognition on the same supplier, there is no need to edit the accounting lines over and over again.

PaperLess makes invoice processing simple and smart. After invoices have been digitised and edited in PaperLess, businesses can post batches of invoices directly into their existing accounting applications. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online enabling Sage users to automatically process invoices and many other accounting documents as well as to retrieve those same documents via a live lookup directly from within Sage accounting lines.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Getting overwhelmed by paper… Check how are CFOs going PaperLess!

Companies receive a tremendous amount of papers at receptionist or by emails on a daily basis with many clerks and administrators hired only to do the manual data entry work. Outsourcing such work sometimes can get out of control and costs more money than expected. Therefore, many companies are looking for an efficient enterprise document management system that can handle all their paperwork from scanning and adding electronic documents to processing them in their accounting applications. 

That is why CFOs and many other Finance Professionals have chosen to implement document management systems that allows them to automate document management processes and invoice scanning routines. However, to take full advantage of the document management systems being implemented, these professionals need to make sure they choose a solution that works side by side and fully integrated with their current systems otherwise they are simply duplicating processes and creating more fuzz.

That is the reason why Finance Professionals using Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online are choosing PaperLess Document Management. A solution created by Sage Developer, PaperLess Europe, that works side by side and seamless integrated with Sage, that has become the preferred solution of Sage users to automate document management processes and speed-up invoice scanning and processing routines.

TAKE A LOOK AT THE VIDEO TO SEE HOW PAPERLESS DOCUMENT MANAGEMENT INTEGRATES SEAMLESSLY WITH SAGE

But how does PaperLess Document Management work?

The core concept about PaperLess is to capture all the important data from your paper documents by digitising them as early as possible in the workflow process. In the capture stage, you can flexibly add documents from your emails or scan papers into the PaperLess workspace. For electronic documents, all you need to do is to drag and drop documents attached in your emails or from any file location in your computer into PaperLess. Then you can run automatic invoice recognition to extract necessary data from your invoices into PaperLess workspace.

The benefits of doing so is that you will be able to edit all the accounting information without leaving accounting lines and also create customised template for particular suppliers whom you receive many invoices from on a regular basis so next time you run the invoice recognition for this supplier PaperLess will remember it. There is no need to create new template each time.

What happens once data is captured?

After the capture stage, you can then process both accounting and non-accounting documents by using document approval function. This is a very useful piece of functionality for an enterprise document management system. PaperLess provides you with a secure way to ensure that your document approval process can be structured to the way your enterprise works. This means that any colleagues who are involved in the approval process have no requirement to have access to irrelevant areas in the PaperLess workspace or your accounting application.

Why is the integration between PaperLess and Sage so important for companies wanting to truly automate document management processes?  

Well that’s because it is not just about automatically capturing the data but also about what to do with it. That is why the last step of processing your accounting documents is to post them directly to your accounting applications such as Sage. PaperLess offers fast integration with Sage 50 and Sage 200 as synchronisation happens in the background instantly, meaning that you do not have to be manually importing any data since PaperLess automatically posts all your transactions into your Sage accounting package.

But what about my accounting documents, invoices, payment receipts where are they stored?

Again, the integration between PaperLess and Sage plays a major role here and is also another reason why PaperLess is the preferred solution of Sage users. When you post a transaction from PaperLess, your documents will be automatically linked to Sage. This means that Sage users using PaperLess can retrieve all their accounting documents directly from within the Sage accounting package via a live look-up.

Visit PaperLess Website to know everything you need to know about the most powerful Document Management Solution for Sage

With PaperLess you can prepare accounting documents such as transactions attached with documents in the Accounting Archive, and all non-accounting documents such as expenses, holiday forms, agreements, in Other Documents Archive.

Finding all the electronic documents has never been so easy with PaperLess thanks to its powerful search functions. PaperLess has built in multiple search filters which means you can quickly find any document in the PaperLess archives using one or more pieces of data that has been captured with the electronic document. Multiple search fields make it very easy to locate the transaction or document you need with the least amount of information required. When you narrow down search criteria it makes the search quicker so documents are located in seconds.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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