Monday, 31 August 2015

PaperLess tips for Sage – Find out how to manage all your accounting and non-accounting documents with PaperLess for Sage.

PaperLess is a valuable Sage complementary solution that offers fast integration with Sage. PaperLess integrates seamlessly with Sage 50 and Sage 200.
PaperLess manages all your paperwork both accounting and non-accounting from scanning and adding documents to approving and processing them into Sage instantly. PaperLess does this based on the Capture>Process>Archive methodology, which is more efficient than the conventional Scan to Archive methodology. With over 15 years of dedication to Accounting the PaperLess Way, PaperLess’ fast integration with Sage has become an important unique selling point for our customers and Business Partners.
Fast integration with Sage means that synchronisation is automated and only happens in the background so your work process runs smoothly and instantly between PaperLess and Sage. PaperLess is very quick to implement in both small and big organisations as there is no software to install for each user. PaperLess integrated with Sage is user friendly and helps both businesses and accountants to create a PaperLess office for Sage.
Document image archiving is handled efficiently which means that the software is very light on resources. There is minimal configuration required so integration with Sage is quick and efficient, clients are normally up and running in one day.
The PaperLess accounting software is light on hardware resources and the minimum system requirements are usually less than Sage. If you are an accountant or work for an accountancy firm, there is no software to install for your clients. It is easy for you and your clients to add files online to PaperLess where only you will have control over access rights.
PaperLess’ fast integration with Sage enables you to take advantage of all the investment you have already made in Sage such as installation, training, practices, time for adaptations and so on. There is no need to give up Sage or change to another accounting application to become PaperLess.
Furthermore, support and training are offered through the PaperLess Business Partners and the PaperLess team in order to make sure a smooth and fast integration with Sage in your premise.
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Location: London, UK

Friday, 28 August 2015

Complete Audit Trail of the Approval Process in Sage… How does that work?

PaperLess improves the efficiency of document approval for Sage in an organisation. Companies that use Sage now can approve their documents within the PaperLess workspace and then directly post them into Sage from PaperLess. Document approval is critically important in the overall paperless document management process for Sage.
All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by Paperless document approval for Sage. Instead of printing them, manually sorting them out, and delivering them to colleagues responsible for approvals; you can review and approve both accounting and other documents within the PaperLess workspace from different departments. At the same time the PaperLess secure user rights control enables an organisation to give different levels of access rights to employees on certain documents.
Once the approval process is complete you can make a final check on the transactions, and amend any accounting lines in the transaction voucher prior to posting to Sage. Without leaving PaperLess workspace you can then post transactions to your Sage 50 or Sage 200 instantly.
Using PaperLess document approval for Sage 50 and Sage 200 is very easy and secure. The entire document approval process can be done within PaperLess among different colleagues without compromising security and efficiency.
Document approval process for Sage can also be done wherever and whenever you are by using the PaperLess Remote Accessfunction which allows you to review and approve both accounting and other documents away from the office. There are no requirements for terminal server solution. All you need is an internet connection. Bandwidth requirement is low as you only view and approve documents when needed. In addition it is also very easy to invite other users and administrators to join.
PaperLess ClientAccess provides extended functionality so that PaperLess Accountants can offer their clients an efficient and secure way to approve their bookkeeping documents for Sage. PaperLess ClientAccess also enables clients of the PaperLess Accountants to view the accounting archive online.
Clients of PaperLess Accountants save substantial costs as no investment in accounting software is required. Clients are able to save time by completing document approvals for Sage that have been passed to the PaperLess Accountants online within PaperLess workspace, thus effectively reduce employee time previously used in managing the bookkeeping.
What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Thursday, 27 August 2015

What does HMRC have to say about digital document storage?

HM Revenue & Customs' (HMRC's) aims is to make it as easy as possible for customers to get their record keeping right . HMRC states that you do not need to keep a paper copy of the original documents, you can keep them on paper, digitally or as part of a software program (like bookkeeping software).
This is precisely what PaperLess software allows you to do, so take a look at the video to see how you can have Automatic Invoice Recognition, Invoice Approval and all your documents directly linked to Sage in a simple and easy manner. 

PaperLess is on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to Sage 50 Accounts and Sage 200 Business Suite.

What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

PaperLess tips for Sage – How to manage documents in Sage, the PaperLess way?

PaperLess is a centralised document management solution that helps businesses save time, increase profit, and reduce risk. PaperLess is designed to utilise the latest document management methodology Capture>Process>Archive. PaperLess captures all your paperwork from scanning and adding electronic documents to processing them in your accounting applications and archiving in PaperLess folders securely.
PaperLess document management solution encourages businesses to digitise their paper documents as early as possible in the business processes, saving time and money as it is more efficient to handle electronic documents in a centralised document management system. Businesses can scan paper directly to PaperLess or drag and drop multiple documents from emails or computers. Alternatively use PaperLess Printer to print files such as PDF into PaperLess workspace. The PaperLess edit TIF functions enable businesses to merge, split and re-organise files electronically so working through a batch of paperwork is simple and smart.
Paperless Automatic Invoice Recognition uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. PaperLess document management solution handles multiple suppliers with multiple document formats including XML invoices. Automatic invoice recognition saves time and reduces manual errors. Accountants are able to edit accounting information without leaving the accounting lines and send transactions for approval within the PaperLess workspace.
PaperLess document management solution makes sure businesses keep track of their documents in the workflow process with Document Approval functionality. This means that the people involved in the approval process can have access to selected PaperLess folders authorised by your administration.
Businesses can now benefit from PaperLess invoice recognition for Sage as PaperLess integrates seamlessly with Sage 50 and Sage 200. Synchronisation happens at background instantly. After accounting transactions are approved by your colleagues, they can then be posted with the relevant documents into Sage directly from PaperLess. Colleagues are also able to view them within PaperLess at a later stage.
PaperLess document management solution enables businesses to archive both accounting and business documents in separate folders Accounting Archive, and Other Documents Archive, so your company privacy remains secure.

What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Wednesday, 26 August 2015

PaperLess tips for Sage - Sage Additions, the best way to boost the performance of your Sage package

PaperLess is a valuable Sage add-on solution that integrates seamlessly with Sage 50 and Sage 200. 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 offers fast integration with Sage and at the same time preserves the history of the transactions so that the complete history record of all the accounting years are available in one workspace satisfying the storage requirements for the accounting laws of your country.
The implementation with PaperLess is quick and efficient, clients are normally up and running in one day. As a Sage add-on solution, PaperLess enables you to take advantage of all the investment you have already made in Sage such as installation, work practices, training, etc. There is no need to drop or change your current accounting application to become PaperLess.
1. A simple Sage add-on solution
Installation of PaperLess in your computer is fast and light. There is no need to install on each workstation in your organisation. Synchronisation with Sage is automated so it all happens in the background. Therefore PaperLess is very quick to implement in multi-user environment and it is easy for your colleagues to learn to use the PaperLess workspace so they can collaborate on the same project easily.
The first stage of working on PaperLess is the capture stage. You capture and digitise all necessary information from received paperwork by flexibly add documents from your email or computer. Digitising your paperwork as early as possible in your work flow process saves lots of time and money as it is more efficient to handle electronic documents. You can scan paper directly to Paperless, or drag and drop them from emails and computer. The PaperLess edit TIF function enables you to merge, split and reorganise documents so working through a batch of paperwork is quick.
The powerful search function also makes PaperLess a simple Sage add-on solution for end users. Paperless has a multiple search feature that allows you to locate any transaction or document you need with the least amount of data required.
2. A smart Sage add-on solution
Using two layers of OCR (optical character recognition) technology, PaperLess automatically recognises invoice data and extracts it from your invoice.
After you run the invoice recognition for Sage and edit accounting lines, PaperLess allows you to send transactions to your colleagues for approval.
Once you run the invoice recognition and invoice approval process is complete, you can then post transactions with documents attached to Sage directly from PaperLess. And you will also be able to view them within the PaperLess workspace because synchronisation is immediate.
3. A secure Sage add-on solution
Without compromising security in accounting archive, you can have your colleagues view or approve non-accounting documents as well in the PaperLess Other Document Archive.
The secure Remote Access function in PaperLess looks and feels the same and it is very safe to invite other users. When you are out of the office and still want to finish some work in Sage with your colleagues online, you will find PaperLess as a secure Sage add-on solution by using the Remote Access function.
The PaperLess comprehensive secure user rights for Sage enables an organisation to authorise different levels of access rights to different employees on certain documents.


What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Tuesday, 25 August 2015

PaperLess tips for Sage – OCR Engine in Sage, take a look at the video to learn more about Automatic Data Input

PaperLess is the best OCR software that uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. The PaperLess Automatic Invoice Recognition handles multiple suppliers with multiple document formats and also supports XML invoices.
As best OCR software, PaperLess is designed for easy usability so your accounting department can utilise less skilled members of the team, controlling what these members can do by defining their roles within the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting vouchers before posting transactions directly into your existing accounting application.
PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats can be easily managed. Automatic Invoice Recognition makes PaperLess the best OCR software in the market, saving time and reducing manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.
Take a look at the video to learn more
 
PaperLess is the best OCR software because it also enables businesses to convert documents from PDF to OCR. Converting documents from 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.
PaperLess integrates with Sage 50 Accounts, Sage 200 Suite, and many more accounting applications so running automatic invoice recognition for Sage is quick and easy. Synchronisation happens at the background instantly. PaperLess invoice recognition for Sage allows businesses to post transactions directly into your existing accounting application. All transaction types can be prepared and then posted from PaperLess saving time and reducing manual delays.
 
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

PaperLess tips for Sage - Sage Accountants Go PaperLess

One of the many challenges accountants have to face is how to improve both the efficiency and profitability of the work they do for their clients. Another challenge is how to enable clients to share documents with them online in a secure way and within the data protection legislation. If your clients are using the postal system to send documents for processing, you will have to cope with duplicate invoices, documents getting lost in the post, storing the documents when you process them, risk of losing documents in your office, which are time consuming, frustrating, and costly.
PaperLess helps Sage accountants work with their clients more efficiently and securely. PaperLess takes all the hassle away because clients can now use PaperLess ClientAccess to add documents and transfer them to their Sage accountants via the Internet, so there are no more documents getting lost in the post. PaperLess also checks for duplicate documents, so accountants are able to manage their clients’ paperwork in a more organised way. In addition to ClientAccess Transfer, clients can approve documents and see all documents and transactions in the Accounting Archive. Archiving all your documents in PaperLess saves your office spaces and prevents the risk of losing documents in your office. Clients enjoy using PaperLess ClientAccess with their accountants because they are able to get rid of paper, speed up invoice processing, and at the same time keep track of their business processes and documents.
PaperLess integrates seamlessly with Sage 50, meaning Sage accountants can complete the entire workflow process without giving up their accounting application. PaperLess automatic invoice recognition reduces manual data entry and human errors by extracting the relevant data from invoices and enabling accountants to edit accounting voucher without leaving the accounting lines, so Sage accountants can spend more valuable time on higher priority tasks and meeting deadlines.
PaperLess Accountants are using Sage to work with their clients so that clients can upload files and scanned documents, add comments to document images, run invoice recognition on invoices, approve documents and transfer them to PaperLess Accountants for processing. Accountants can then post the transaction into Sage with the relevant documents directly from PaperLess. Their clients are happy as they now have a full approval system for their purchasing and have access to all documents via the Internet. PaperLess is a comprehensive document management solution that improves practice efficiency and increases accountant’s client loyalty.
Become a PaperLess Accountant for Sage today and learn how PaperLess can help you work more efficiently and securely with your clients.

What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Monday, 24 August 2015

Automate Data Input with Optical Character Recognition technology

PaperLess enables businesses to convert PDF to OCR. 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.
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.
Converting PDF to OCR is quick and easy at the start of the workflow process. PaperLess integrates with Sage 50 Accounts, Sage 200 Suite, and many more accounting applications because synchronisation happens instantly at background.
After documents are converted from PDF to OCR, PaperLess invoice recognition for Sage and other accounting applications 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 because PaperLess integrates with many accounting applications such as Sage, Pastel, Microsoft Dynamics NAV, and Mamut.
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.
What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Friday, 7 August 2015

PaperLess tips for Sage - Have your VAT immediately booked in Sage

PaperLess Dispute Approval Method for both Sage 50 Accounts and Sage 200 Business Suite is allowing companies to make sure their VAT is registered as early as possible in Sage, giving them a better cash flow situation and ensuring that companies' costs are booked, but not released  for payment in Sage, until the last recipient in document flow has approved the invoices.
Take a look at the video to see how PaperLess Dispute Approval Method works and the benefits that it brings with it. 
  • Automatically post invoices into Sage when sending for approval in PaperLess while having them automatically stopped for payment pending corrections and dispute resolution;
  • Improve cashflow situation by having VAT registered as early as possible in Sage 50 Accounts;
  • Complete audit trail of the entire approval process so that you can forever have easy access to what changes were made and by who;
What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Automatic Invoice Recognition for Sage - How much time do you save by batch scanning documents?

Did you know that, compared to flatbed scanning, batch scanning saves you 1 hour of work for every 100 pages that you need to scan and with Automatic Invoice Recognition you save additional hours of time previously spent on manual data input.
 

Yes, it is true you have now available Automatic Invoice Recognition for Sage so take a look at the video to know how it works. 
Each day it passes without PaperLess more and more paper piles up on your desk and archives, so it is time to book your free online demo to see how easy it is to automate your document management processes.
From Data Input Automation to having all your documents directly linked to your transactions in Sage, PaperLess allows you to organise all your work, reduce the time spent on manual data input and make the lookup of documents with the correspondent approval audit trail directly from Sage. ​​
What our clients say about PaperLess
 
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK
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