Tuesday, 29 March 2016

How to manage documents in Sage - Free Webinar Extraordinary Session

The interest shown in "How to efficiently manage documents in Sage" webinar promoted by PaperLess received lots of interest by many Sage users so due to the high number of participants that did not manage to get their booking for the previous webinar sessions, PaperLess will promote two extraordinary sessions. In this sense and in order to organize the different webinar sessions we would like to know which slot you would like to attend to:
  • 30/03/2016 - 10.00am
  • 31/03/2016 - 10.00am
Being a Sage Developer PaperLess is able to provide you with a powerful software that truly integrates with your Sage package, allowing you to automate your document management processes and have all documents accessible directly from Sage. If you wish to know more about PaperLess and the way it integrates with Sage, just take a look at PaperLess Website.

"Unique Features that only a Sage Developer can offer due to the seamless integration between PaperLess and Sage.”
 

What questions can you expect to see answered during this webinar:
  • How to reduce manual data input with PaperLess Automatic Invoice Recognition?
  • How to have the complete audit trail of the document approval process directly linked to Sage?
  • How to retrieve documents in seconds by doing a simple look-up directly from Sage?
  • How to have whoever you give authorization to posting transactions and retrieving all information from Sage, even not being Sage users?

What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Patrick Slomp, Mulderij’s Manager
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

How are companies dealing with the increasing number of documents they need to deal with?

Enterprises receive a tremendous amount of papers at receptionist or by emails on a daily basis and many clerks and administrators are hired only to do the manual data entry work. Outsourcing such work sometimes can get out of control and costs more money than expected which makes companies increasingly more conscious about the importance of having an efficient document management system for their complete workflow process.
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.
PaperLess offers a comprehensive enterprise document management system that focuses on the Capture>Process>Archive methodology. This is a far more efficient method than the traditional Scan to Archive methodology. PaperLess is designed to fully utilize the best features of Capture>Process>Archive to ensure a quick and high ROI for your organization.
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
Patrick Slomp, Mulderij’s Manager
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Monday, 28 March 2016

How can Sage users view the audit trail of the document approval process directly from within Sage?

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.
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Location: London, UK

Thursday, 24 March 2016

Sage Data Input Automation Webinar - Last places left for Sage users


The interest from Sage wanting to automate their document management processes has been high so book now and don't miss the last places left on Sage OCR Webinar:
  • 28th March - 10am - Fully Booked
  • 28th March - 3pm - 2 places left
  • 29th March - 10am - 1 place left
  • 29th March - 3pm - 5 places left
Being a Sage Developer PaperLess is able to provide you with a powerful software that truly integrates with your Sage package, allowing you to automate your document management processes and have all documents accessible directly from Sage. Something that only a Sage Developer like PaperLess Europe can offer. 
 
 

What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Patrick Slomp, Mulderij’s Manager
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Wednesday, 23 March 2016

Getting overwhelmed by paper! What are the industry best practices?

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.
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Location: London, UK

Tuesday, 22 March 2016

Automatic Data Input onto Sage Free Webinar - Book your place now


Optical Character Recognition in Sage with PaperLess Automatic Invoice Recognition - Learn how to automate and exploit the full potential of your Sage package by automating your document management processes and reducing manual data input by more than 80%.
By being a Sage Developer PaperLess is able to provide you with a powerful software that truly integrates with your Sage package, allowing you to automate your document management processes and have all documents accessible directly from Sage. Something that only a Sage Developer like PaperLess Europe can offer.
“Unique Features that only a Sage Developer can offer due to the seamless integration between PaperLess and Sage.”

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Location: London, UK
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