Showing posts with label going paperless. Show all posts
Showing posts with label going paperless. Show all posts

Wednesday, 24 October 2018

Why are Finance Professional using Sage going PaperLess?


...Well, because PaperLess Document Management for Sage integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online so that managing all financial documentation is a breeze. It is easy for users to learn to use PaperLess so they can manage their documents in a more efficient way. PaperLess enables users to follow through the entire electronic document management for Sage routine in an organisation.

Take a look at this 30 Seconds video to find out more or Visit PaperLess Website

Free Demo of Document Management software for Sage. The choice of Sage users to go PaperLess and automate document management routines.
  • Automatic Invoice Recognition for Sage
  • Automatic Posting of Invoice onto Sage
  • Automatic Detection of Duplicate Invoices
  • Automatic Matching & Closing of Purchase Orders in Sage
  • Automation Online Invoice Approval seamless integrated with for your Sage accounting software

1. Simple to manage documents for Sage 50 & Sage 200

PaperLess integrates seamlessly with Sage 50 and Sage 200. There is no workstation software to install and it is very light on resources. Synchronisation with Sage is automated so it is all happening in the background. PaperLess is quick to implement as there is no software to install for each user.
Digitising your paperwork as early as possible in the document management process saves time and money as it is more efficient to handle documents electronically. At the same time, other users will always be able to view them.
PaperLess runs invoice recognition for Sage on multiple invoices at the same time. Automatic invoice recognition saves time and reduces manual errors. PaperLess even checks for duplicate transactions when running invoice recognition, ensuring a smooth document management process for Sage in your organisation.

2. Smart tool for document management integrated with Sage

Document approval for Sage is a critical part in the document management process. PaperLess document approval function ensures your document management process can be structured to the way your organisation works.
You can post transactions to Sage 50 and Sage 200 directly from PaperLess. All transaction types can be prepared and then posted to Sage instantly saving time and reducing manual errors. You can easily manage all your accounting documents in Sage via PaperLess workspace.
Manage your non-accounting documents securely in PaperLess. You can give limited access to colleagues for certain documents meaning you can avoid compromising security in the Accounting Archive and still collaborate effectively throughout the document management process.
PaperLess Document Management software is the preferred choice of Finance Professionals to go PaperLess.

3. Keep your document management for Sage secure and safe

Remote access is encrypted and secure via the Internet, which looks the same as PaperLess workstation version and it is very easy to invite other users. Remote access enables you to have access to your documents wherever and whenever you are.
Keeping general business documents separate from the accounting archive provides further security for your accounting records in Sage. PaperLess provides secure user rights for Sage and a comprehensive set of user rules for flexible control over document management flow. Each user can have access to one or more companies within PaperLess with different levels of user rights authorised.
Book your Free Online Demo of PaperLess Document Management and find out why is PaperLess the preferred choice of Finance professionals to manage all their documents.
WHAT OUR CLIENTS SAY ABOUT PAPERLESS
Bénédicte Mermet at Frenger International
Nicholas Reyes-Ramirez, Finance Assistant
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, 27 September 2018

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


Document Management Software for Sage. The preferred solution of Sage users to automate document management processes and invoice scanning routines. 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.
Book Your Free Online Demo of PaperLess Document Management and find out how to speed up invoice scanning and processing routines.

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.
Sage Developer Platinum Partner, PaperLess Europe, is now the preferred solution of Sage users to automate document management processes and invoice processing routines.

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

Document Management Automation with PaperLess software. Automatic invoice scanning, automatic data input with PaperLess OCR and online invoice approval only with PaperLess Document Management software.
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.
Take a Free Online Demo of PaperLess Document Management Software and find out how to reduce manual data input and speed-up invoice processing routines.
WHAT OUR CLIENTS SAY ABOUT PAPERLESS
Bénédicte Mermet at Frenger International
Nicholas Reyes-Ramirez, Finance Assistant
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

Monday, 10 September 2018

Getting a PaperLess Office! Sage users can now finally have it…


PaperLess Document Management Software is a solution created by Sage Developer, PaperLess Europe, that is enabling Sage users to automate Document Management processes and invoice processing routines.Many companies are looking for a hassle-free solution to achieve a paperless office and with over 15 years of dedication to Accounting the PaperLess Way™, Sage Developer, PaperLess Europe, has created a powerful document management solution that does precisely that. PaperLess manages all your paperwork from scanning and adding electronic documents, processing and approving them, to posting them into your Sage instantly. PaperLess does this based on the more efficient document management model Capture>Process>Archive.
  • Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
  • Automatic Scanning of Invoices with Direct Link to Sage Accounting Lines
  • Live Look-up of documents directly from accounting lines in Sage
  • Automatic Matching & Closing of Purchase Orders
  • Full Invoice Processing Automation with PaperLess Company Inbox
Document Management software for Sage 50 and Sage 200. The preferred choice of Sage users to automate document management processes and invoice processing routines. Free Online Demo is available for all Sage users.
Capture>Process>Archive is the way forward when most of the companies are handling electronic document management for Sage via emails. PaperLess capture model provides a complete solution for scanning or adding documents at the front end of a process. Critical data is extracted from documents such as invoices, transformed into useful information to drive the work flow process, and eventually posted into Sage directly. Information can also be routed to multiple departments and functions in various electronic formats in order to achieve a PaperLess office for organisations using Sage.

Why should I implement a PaperLess office?

Now you want to transform your office into a PaperLess office for Sage. Here are a few benefits of PaperLess office which can help you to achieve your goal.
First of all PaperLess is fast and light to implement. It usually takes one day to have PaperLess up and running in your organisation.
Multiple search functions make it efficient to locate the transaction or document you need with the least amount of data required.
You can add documents from your computer or emails into PaperLess workspace within a split second.
Then PaperLess invoice recognition using sophisticated OCR technology can find all the necessary information on your purchase invoices. You can even edit accounting lines and create customised template for particular suppliers so that next time you have invoices from the same supplier PaperLess remembers to generate the same template you want. This is particularly useful when you frequently need to manage batched up invoices in one go.
Once the invoices are in PaperLess, you can assign them to your colleagues for approval. After the approval process, you can post all types of transaction into Sage directly with documents attached and are able to view updated documents within PaperLess workspace as well.
In addition, to complete the journey of becoming a PaperLess office for Sage you can also collaborate with non-accounting documents by giving access for colleagues to documents in the Other Documents Archive without compromising security. Your colleagues do not need access to Sage in order to view those documents because non-accounting documents are only managed in PaperLess.
PaperLess is designed to fully utilise the best features of Capture>Process>Archivemethodology to ensure a higher ROI and to help your organisation create a PaperLess office for Sage. Many of the PaperLess features allow you to manage your entire work flow prior to posting into Sage directly from PaperLess. For all the customers that use Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online PaperLess is a valuable complementary solution that builds the bridge between sorting out your paperwork hassle and posting them into Sage. PaperLess has earned a reputation as an industry leader in developing efficient and flexible accounting software integrated with Sage.
PaperLess Document Management Software is the choice of Finance Departments across UK to automate document management processes and speed-up invoice scanning and processing routines.
Why should I choose PaperLess software?
Because PaperLess is a Sage Developer that created a powerful document management software seamlessly integrated with Sage. The software solution developed by PaperLess brings together automatic invoice recognition, automatic data input and automatic matching and closing of purchase orders with electronic document flow and online document exchange and approval to improve the efficiency of your Sage accounting solution.
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 Developer like PaperLess Europe can offer.
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 of Sage users.
PaperLess Document Management Software for Sage Free Online Demo.
WHAT OUR CLIENTS SAY ABOUT PAPERLESS
Nicholas Reyes-Ramirez, Finance Assistant
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