Friday, 30 October 2015

Tips for Sage - Further Security for your Accounting Records with PaperLess Document Management for Sage

Protect your data and documents by using PaperLess secure user rights for Sage. PaperLess is a valuable Sage add-on solution, which helps organisations to manage both accounting and non-accounting documents prior posting into Sage. PaperLess integrates with Sage 50 and Sage 200 seamlessly so your electronic document management for Sage is a breeze now.
Keeping general business documents in the PaperLess Other Document Archive provides further security for your accounting records. 
PaperLess document archive software is designed to There are 10 different user rights and a complete set of user rules for flexible control over workflows. This means you can build up effective process for your business while at the same time maintain the highest levels of security.
For business that operates multiple companies, each user can have access to one or more companies within PaperLess with different levels of secure user rights for Sage granted for each company. With one single window in PaperLess you can easily configure all your user rights. There are 8 user rules control the levels at which users can approve what documents.
Sometimes you need to collaborate certain projects with your colleagues online but do not want them to view accounting documents in PaperLess, you can set up authorisation right for them to be only able to view particular documents in Other Document Archive.

With PaperLess you can manage your non-accounting documents securely. You can give access to colleagues to non-accounting documents meaning you can avoid compromising security in the Accounting Archive and still collaborate effectively whilst avoiding any duplication of documents. Like in the Accounting Archive, security is strong in the Other Documents Archive. You can always control access to sensitive data. Sometimes you wish to attach certain documents to an accounting transaction so it can be posted to Sage later on with enough information attached, you can combine the documents from Other Document Archive with transaction in the Accounting Archive. PaperLess secure user rights for Sage allow you to prepare electronic documents within the PaperLess workspace without worrying about company privacy issue.
More importantly, secure user rights for Sage also applies for PaperLess Remote Access function when you are out of the office. Whenever and wherever you are, same user rules apply just the same by using PaperLess Remote Access via Internet.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Tips for Sage – Increasing profits by efficiently managing all documents is the new trend among Sage users

PaperLess is a centralised document management system that PaperLess document archive software helps businesses store documents electronically saving both time and money for your organisation. PaperLess encourages businesses to digitise all their documents as early as possible in the workflow process so documents can be dealt with more efficiently and securely within one workspace.
PaperLess document archive software is designed to utilise the best features of Capture>Process>Archive to ensure a quicker and higher ROI for your organisation. PaperLess comprehensive user rights control protects your data and documentation. Both accounting transactions and business documents can be archived separately in PaperLess Accounting Archive and Other Documents Archive, providing further security for your accounting records. Each user has access to one or more folders within PaperLess with different levels of access rights authorised.
PaperLess document archive software has powerful search function that allows businesses to find any document in the PaperLess archives with the least amount of data required. Multiple search fields make it easy to locate the transaction or document your business needs.
With PaperLess Remote Access, all PaperLess functionalities are available wherever and whenever you are. This is a convenient tool that allows businesses to have access and be able to work on documents outside of the office. PaperLess document archive software is flexible and easy to use.
Additionally, PaperLess document archive software also captures data in the beginning of the workflow process. PaperLess can drag and drop documents from your emails or computer into the PaperLess workspace. Businesses can also print digital documents into PaperLess by using the PaperLess Printer. PaperLess is also invoice scanning software that uses Automatic Invoice Recognition to extract the relevant data from your invoices, so manual data entry can be reduced to the minimum. Your colleagues can edit accounting information without leaving the accounting lines.
PaperLess document archive software integrates seamlessly with Sage 50 Accounts and Sage 200 as synchronisation happens at background instantly. Businesses are now able to post invoices directly from PaperLess into their Sage. PaperLess document archive software helps many businesses and accountants to work more efficiently and securely with their clients.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Thursday, 29 October 2015

Tips for Sage - Save time, increase profit and reduce risk with PaperLess Document Management for Sage


PaperLess is a centralised document management system that manages all your accounting and business documents in one workspace. PaperLess document management system helps businesses save time, increase profit and reduce risk.
 
PaperLess document management system captures your document data in the beginning of a workflow process because managing electronic documents instead of paper documents saves time and money for your organisations. Businesses can add documents and scanned images into PaperLess. You can drag and drop multiple file types from emails or computer to PaperLess. The PaperLess edit TIF functions enable businesses to merge, split and re-organise files electronically so working through documents is quick and easy. 
Alternatively, you can print Word or PDF documents into PaperLess from your computer by using the PaperLess Printer.
 
PaperLess Automatic Invoice Recognition uses two layers of sophisticated OCR technology to extract the relevant data from your invoices. PaperLess can run invoice recognition on multiple invoices at the same time so it saves time and reduces manual data entry. PaperLess document management system is designed for easy usability, meaning your accounting department can utilise less skilled members of the team and control what they 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 into your accounting application.
PaperLess integrates seamlessly with Sage 50 Accounts and Sage 200 Suite so businesses can post accounting transactions directly from PaperLess into Sage. They can then view documents with the relevant documents attached both in the PaperLess Accounting Archive and Sage at a later stage.
PaperLess document management system also helps businesses process and archive documents efficiently and securely. PaperLess makes sure you keep track of your documents. All business documents such as expenses, quotations and purchase orders can be managed by the PaperLess Other Document Archive. Colleagues can approve documents online using the Document Approval function within the PaperLess workspace. Once the approval process is complete, responsible colleagues can make a final check on the transactions, and amend any accounting lines in the transaction voucher prior to posting into your accounting application.
The PaperLess Remote Access feature enables businesses to work on their documents wherever and whenever they are. All PaperLess functionality is available and access is encrypted and secure via the Internet. PaperLess Remote Access is a convenient tool that enables businesses to have access to their documents in a more flexible environment.
PaperLess document management system is efficient and secure. PaperLess keeps general business documents in the Other Documents Archive separate from the Accounting Archive. There are 10 different user rights and a complete set of user rules for flexible control over workflow management, meaning that businesses can design effective processes and maintain the highest levels of security at the same time.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Wednesday, 28 October 2015

British Bankers Association Financing Growth Programme Presents PaperLess as a Commercial Partner for the Document Management Area

British Bankers Association presents PaperLess as one of the commercial software provider of the BBA Financing Growth Programme. Specialized in delivering document management solutions for accounting processes, PaperLess has created a unique and seamless integration with both Sage 50 Accounts and Sage 200 Business Suite, allowing scanned documents (such as invoices) to be automatically ‘recognised’, checked and then posted straight onto Sage with one click of a mouse button.
  • Automatic Invoice Recognition reducing manual data entry up to 80%
  • Automation of Purchase Ledger Processing reducing associated costs up to 80%
  • Automatic Matching & Closing of Purchase Orders in Sage 200
  • Automatic Workflows, Notifications & Online Access
  • Documents directly linked to transactions in Sage
  • Powerful Search features so that you find all documents quickly & easily
  • Complete audit trail of the approval flow increasing transparency and data security







 
 
 
The productivity gains are simply huge, minimizing keying of invoice information, avoiding mistakes and dramatically speed-up the process of inputting purchase, sales and other documents straight into Sage. The seamless integration with Sage and the competitive advantages presented by PaperLess are some of the main reasons why Paperless Europe has been approved to work within theBritish Bankers Association Financing Growth Project.​
 
What our clients say about PaperLess
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Location: London, UK

Tuesday, 27 October 2015

Digital Documents are now accessible through Sage – View the video to know more

PaperLess document storage software stores all your business documents electronically within one workspace. Both accounting and non-accounting documents can be archived in separate folders in the PaperLess workspace so companies can keep their data secure.
Efficient document storage plays a crucial role in the document workflow management for organisations. The first step of efficient 
document storage is digitising all your paper documents into your computer, saving the true cost of paper and manual data entry. The traditional document management methodology is Scan to Archive. However, the latest 
PaperLess Capture>Process>Archive methodology completes your entire workflow process, thus giving business a higher and quicker ROI. PaperLess document storage software helps your business save time, increase profit and reduce risk.
PaperLess document storage software enables businesses to drag and drop documents from emails and computer into PaperLess workspace. Alternatively, use PaperLess Printer to print documents directly into PaperLess. PaperLess automatic invoice recognition is a smart feature for automated invoice processing, which extracts the relevant data from your invoices into PaperLess by using the OCR (Optical Character Recognition) technology. Businesses can reduce manual data entry significantly by running automatic invoice recognition for batched up invoices.









Businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications. PaperLess integrates with many accounting applications such as Sage 50, Sage 20, Mamut, Microsoft Dynamics NAV. The synchronisation happens at background instantly, so there is no need for organisations to give up their accounting applications in order to go paperless. Colleagues can then view the accounting transactions stored in the PaperLess Accounting Archive.
Keeping general business documents in the PaperLess Other Documents Archive separate from the PaperLess Accounting Archive provides strong security for your accounting records. Business documents such as expenses, contracts, holiday forms, and purchase orders can be stored in the Other Document Archive. PaperLess document storage software offers 10 different user rights and a set of user rules for flexible control over workflow management. Businesses can structure effective workflow process as well as maintain the highest levels of security.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Monday, 26 October 2015

Two layers OCR technology reduces more than 80% of all manual data entry in Sage – Take a look at the video

PaperLess document imaging system uses two layers of sophisticated OCR (Optical Character Recognition) technology to recognise the information on your invoices. With Automatic Invoice Recognition, PaperLess document imaging system extracts the relevant data from your invoices quickly so that your organisation can save time and reduce manual data entry.
 
PaperLess document imaging system handles multiple suppliers and multiple document formats, such as PDF and XML invoices. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200 Suite and many other accounting applications so there is no need to give up your current accounting application. Synchronisation happens instantly in the background. Businesses can run invoice recognition for Sage on multiple invoices at the same time. Configuration to handle many different invoice formats is easily managed.









PaperLess document imaging system saves time and reduces manual errors. Paperless even checks for duplicate transactions when running invoice recognition for better document management. PaperLess also helps your business convert PDF to OCR by using the automatic invoice recognition so manual data entry can be minimised.
After the invoice recognition extracts the relevant data from invoices to PaperLess, your colleagues can edit accounting information and send accounting transactions to other team members for approval. PaperLess document imaging system has Document Approval functionality so that your team can approve documents with comments in PaperLess. PaperLess integrates with your existing accounting application so you can post transactions with the relevant documents directly into your accounting application from PaperLess. Your colleagues will also be to view the transactions at a later stage both in the accounting application and in PaperLess.
Additionally, businesses can also manage their non-accounting documents in the Other Document Archive securely and efficiently. PaperLess document imaging system enables businesses to manage both accounting and other documents in separate archives, so there is no need for companies to compromise their security. Comprehensive user rights protect your data and documentation so each user can have access to one or more archives in PaperLess with different levels of user rights authorised. Keeping general business documents in the PaperLess Other Documents Archive separate from the PaperLess Accounting Archive provides further security for your accounting records. In one single window in PaperLess you can easily configure all your user rights.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Friday, 23 October 2015

Tips for Sage – Scanning, processing and linking all documents directly onto Sage is now possible with PaperLess

PaperLess document scanning software manages all your paperwork from scanning and adding electronic documents to processing them in your existing accounting applications. PaperLess uses the latest methodologyCapture>Process>Archive to capture data at the start of the document workflow process so that all your paper documents can be digitised and handled more efficiently online.
PaperLess document scanning software digitises your paperwork as early as possible in your business processes saving time and money. Businesses can scan paper directly into PaperLess or drag and drop multiple file types from emails and your computer. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.
Efficient document scanning software makes better workflow management. When businesses add a document to PaperLess, the document also has a unique number, which means your colleagues can easily locate a document at a later stage by entering this document’s unique number. Businesses can use the Scanning menu to add one or more documents at a time and control the scanner from PaperLess. Any twain compatible standard scanner at 300 DPI will work with PaperLess.









PaperLess Printer is a printer driver which a user can print to in order to convert a windows file to a TIF file or PDF to OCR in PaperLess. For example, a user can print a Word document to PaperLess Printer and add it to PaperLess as a TIF file which can then be viewed in the document view window.
Not only document scanning software, PaperLess is also a piece of document storage software. PaperLess stores all your documents, both accounting and business documents, in separate folders in the PaperLess workspace so companies can keep their data secure.
PaperLess document scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. PaperLess handles multiple suppliers with multiple document formats, and also supports XML invoices. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.
After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200 Suite and many other popular accounting applications. The synchronisation happens instantly in the background. There is no need for companies to give up their accounting applications in order to go paperless. Colleagues can view the accounting transactions stored in the Accounting Archive folder at a later stage.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Wednesday, 21 October 2015

A new way of working with Sage by integrating your Document Management Processes directly with your Sage package – Video now available

PaperLess offers a comprehensive enterprise document management system that focuses on paperless accounts management system based on the Capture>Process>Archive methodology, which is far more efficient than the traditional Scan to Archive methodology. PaperLess is designed to fully utilise the best features of Capture>Process>Archive to ensure a quick and high ROI for your organisation.
Enterprises are often more conscious of having an efficient document management system for their complete workflow process. They receive a tremendous amount of papers at receptionist or by emails on a daily basis. Many clerks and administrators are hired only to do the manual data entry work. Outsourcing such work sometimes can get out of control and causes more money than expected. Therefore, many 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. PaperLess has earned a reputation as an industry leader in developing efficient and flexible enterprise document management system for Sage, Mamut One, Microsoft Dynamics NAV, UNIT4 Multivers, together with other domestic applications like DI in Norway and SoftOne in Sweden.









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.
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. 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.
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
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK
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