Sage Catalog introduces Invoice Management software with built-in OCR

Yes, that’s right… Sage users have now available in Sage Catalog a powerful Invoice Management Software solution with built-in OCR to automate document management processes and invoice processing routines. By working together and seamless integrated with Sage the posting can be done directly from within the document management application and documents are directly and automatically linked to the relevant transactions in Sage.

The technology that supports this document management solution for Sage has been developed by Sage Platinum Developer Partner, PaperLess Europe, and enables businesses to automatically extract all relevant data from documents and process them internally. Documents can be sent for approval, with the audit trail of the approval process also directly linked to Sage, or, alternatively, if no approval is needed they can be posted directly into Sage.

HOW DOES PAPERLESS OCR FOR SAGE WORKS?

First of all, use Add Document function in PaperLess to drag and drop your PDF documents from emails or computer into the PaperLess workspace. Alternatively, print the document into PaperLess by choosing PaperLess Printer in the option area. Once PDF documents are added, convert PDF to OCR by using PaperLess Automatic Invoice Recognition which takes only few seconds to recognise the relevant data from your invoices.

PaperLess uses two layers of sophisticated OCR (Optical Character Recognition)technology to extract information from your invoices directly into PaperLess workspace. PaperLess also supports XML invoices.

PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats is easy to manage. Automatic Invoice Recognition saves time and reduces manual data entry so that your office clerks can work more efficiently.

Converting PDF to OCR is crucial in the document workflow process because businesses have been relying heavily on the paper document management. With PaperLess, automated invoice processing is simple and smart.

Converting PDF to OCR is quick and easy at the start of the workflow process. PaperLess integrates with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online. After documents are converted from PDF to OCR, PaperLess invoice recognition for Sage  allows businesses to post transactions directly to your existing accounting application. All transaction types can be prepared and then posted from PaperLess saving time and increasing efficiency. Documents are available to view in the Accounting Archive instantly without any waiting.

YES, PAPERLESS DOCUMENT MANAGEMENT CAN ALSO BE ACCESS REMOTELY!

Additionally, all PaperLess functionality is available in Remote Access. Paperless Remote Access is a convenient function that enables businesses to have access to documents anywhere and anytime. The secure Remote Access via the Internet looks and feels the same as PaperLess workstation. Bandwidth requirement is low as documents are only viewed when needed.

… so much more than a simple Document Management Solution, with all the quality that only a Sage Platinum Developer Partner can offer…

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

Making Tax Digital vs. Digital Accounts Departments

Yes, that’s right… companies using Sage are turning their Finance Department fully digital by going PaperLess. With thousands of Sage users across UK and Ireland, PaperLess software is a powerful document management solution created by Sage Platinum Developer Partner, PaperLess Europe, that brings together Automatic Invoice Recognition, Online Invoice Approval, Automatic Matching & Closing of Purchase Orders with live lookup of documents directly from within Sage accounting lines.

The Preferred Choice of Sage Users Across UK and Ireland to Automate Document Management Processes and Speed Up Invoice Processing Routines

• Automatic Invoice Recognition for Sage
• Automatic Posting of Invoices onto Sage
• Automatic Detection of Duplicate Invoices
• Automatic Matching & Closing of Purchase Orders in Sage
• Automation Online Invoice Approval Seamless Integrated with Sage
• Full Automation of Emailed Invoices with PaperLess Company Inbox

All the Quality that Only a Sage Platinum Developer Partner Can Offer

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

How’s OCR Technology changing the way Finance Departments work?

First of all, it is important to explain what OCR technology is and why is it becoming increasingly used by Finance Departments. OCR stands for Optical Character Recognition, a technology that automatically capture the data from invoices so that no more time is spent on manually keying in data. For this reason, OCR software are becoming part of the daily routines of any finance professional dealing with a large number of documents. By speeding-up invoice processing routines and reducing the need for manual data input OCR technology is transforming the way Accounts Departments work.

From Accountants and Bookkeepers to Construction companies and the Hospitality Industry, Optical Character Recognition is the key for companies to process large volumes of documents without the need to increase the headcount.

Want to know more about OCR for Sage 50 and Sage 200?

One thing is to automatically extract data from the invoices, but another thing is what to do with all that data?

Well that is where things get more complicated, if the OCR engine you are using only extract the data and does not integrate with the software you are using for your accounts, you end up having to copy and paste it into the fields where you want to have that data placed. That is why integration with your accounting software is key to ensure that you fully exploit all the potential your OCR engine has to offer.

PaperLess document management system uses two layers of sophisticated OCR (Optical Character Recognition) technology to recognise the information on the invoices. With Automatic Invoice Recognition, PaperLess document management system extracts the relevant data from the invoices quickly so that organisations can save time and reduce manual data entry.

The seamless integration between PaperLess and Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online means that once data is captured invoices can be posted directly into Sage in a completely automatic manner. On posting PaperLess also links the documents directly to the transactions in Sage so that retrieval of documents can be done via a live lookup directly from within Sage.

PaperLess OCR technology for Sage is allowing thousands of Sage users to save time and reduce manual errors. At the same time Paperless even checks for duplicate transactions when running invoice recognition for better document management.

What about if my invoices need to be approved before direct posting onto Sage?

After the invoice recognition extracts the relevant data from invoices to PaperLess, PaperLess users can edit accounting information and send accounting transactions to other team members for approval. PaperLess document management system has Document Approval functionality so that documents can be approved by simply logging into the system. Once final approval is given and the documents are posted onto Sage, PaperLess will link both the document and the complete audit trail of the approval process directly into the corresponding Sage accounting lines, meaning that retrieval of document and audit trail of the approval process can be done via a simple lookup directly from within Sage.

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

Viewing invoices directly from within my Sage now available in UK and Ireland…

Yes, that's right Finance Professionals using Sage can now view all accounting documents directly from within Sage 50 and Sage 200.

HOW DOES LIVE LOOKUP OF DOCUMENTS FROM WITHIN SAGE WORK? 

Seamless integrated with Sage 50c, Sage 200c, Sage 200 Standard Online Sage 200 Extra Online, PaperLess for Sage is a document management solution created by Sage Platinum Developer Partner, PaperLess Europe, that enables Sage users to automatically capture the data and post invoices directly into Sage and to retrieve those invoices by doing a simple lookup from Sage accounting lines.

Being a Sage Platinum Developer Partner, PaperLess offers Sage users a powerful document management solution that brings together OCR technology, Online Invoice Approval and Automatic Matching and Closing of Purchase Orders to automate Document Management Processes and Speedup invoice processing routines. The integration level achieved means that Sage users can afterwards retrieve those documents directly from within Sage accounting lines.

Take a look at Sage Additions to know more about PaperLess Document Management for Sage. Sage Additions Catalogue offers you access to software and services from the Sage developer Network that allow you to boost the performance of your Sage Accounting package. 

WHY IS PAPERLESS BECOMING THE PREFERRED DOCUMENT MANAGEMENT SOLUTION OF SAGE USERS ACROSS UK AND IRELAND?

Well, there’s no easy answer but it all starts with the seamless integration between PaperLess Document Management software and  Sage 50c, Sage 200c, Sage 200 Standard Online Sage 200 Extra Online which allows Sage users to simply scan invoices, automatically extract the data, post the transactions to Sage and have all documents automatically stored and linked directly to their Sage accounting package.

With high client satisfaction levels, Sage users now know what software to choose when they want to automate document management processes and invoice processing routines.

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