PaperLess Document Management for Sage – Today’s Webinar

We have just finished the first session of PaperLess Document Management for Sage webinar so take a look at the webinar video below to see how you can have Automatic Invoice Recognition, Automatic Document Flow and all your accounting documents directly linked to Sage so that you can retrieve them by doing a simple look up from within Sage.

As Sage Developers PaperLess believes that the integration with Sage is the best way for you to manage all your documents and to truly automate your document management processes which explain the increasing number of CFO’s, CEO’s, Finance Directors and Accountants using PaperLess software and recommending it to other Sage users.

Take a look at the webinar video and see what document management automation is all about.

Going Paperless, Going Green – The new trend for Finance Professionals

Nowadays, people are always searching for ways to help the environment and save money. By using paperless account management and paperless office software you can become a more eco-friendly office and save a pretty penny. Due to the high demand for paper, it has really put a dent in forests, which reduces the oxygen and homes for animals. This can be easily avoided.

You may be shaking your head thinking that there is no way that your business or office could go paperless. I know, we have all grown up to depend on paper, but the truth is that it is 2013 and now everyone is starting to depend on technology. It’s time to move on. Creating a paperless office is easy and affordable, not to mention a lot more efficient.

Actually, the phrase “paperless office” has been creating quite a buzz. It is very easy to see why, though. There are many advantages to going paperless such as:

• Less clutter
• Easy to find documents
• Overall cheaper than paying for ink, paper, etc.

Want your Private Online Demo? Register here!

or

Take a look at some of our product videos

Take a good look around your office. You will probably see stacks and stacks of useless papers and, even if there was something important you needed, it would take you an hour to find it in that chaotic mess. Just think of how nice it would be to just type in the document name and…BAM, you have it right in front of you. Filing cabinets are convenient if you are extremely organized and only have one or two employees, but it will get filled up soon, and what are you going to do when it does? Buy another filing cabinet? Pretty soon, you won’t have any room in your office for a desk and chair.

How Do I Start Paperless Account Management?

It really is easy. All you have to do is get a scanner/printer machine and scan all your documents. This will instantly save the documents onto your computer. If you don’t know how to do it, or if you have lots of documents to scan, you can hire another company that specializes in the service to do it for you. Once they have all been scanned, the records management software will allow you to have instant access to the documents.

As you can see, it is very beneficial for companies, no matter how big or small, to invest in going paperless. It can end up saving a lot of time and money and a lot of headaches. If you have been looking for a way to have easier access to your important paperwork and less clutter around the office, paperless office solution may be the answer you are looking for.

Sage and PaperLess seamless integrated to automate the entire document management processes.

PaperLess is a valuable Sage complementary 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.

Want your Private Online Demo? Register here!

or

Take a look at some of our product videos

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

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

 “..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

Portfolio Finance Directors Webinar shows CFO's the future of document management automation

The increasing number of CFO’s, CEO’s, Finance Directors and Accountants using PaperLess software led PaperLess and Portfolio Finance Directors to organize an exclusive webinar for their associates where PaperLess will present the latest developments in the document management area and how the future relies in automation and integration between document management and accounting software.

In fact it is the seamless integration with Sage 50 Accounts and Sage 200 Business Suite that is responsible for the ever higher number of Finance Professionals using Sage to rely on PaperLess software to manage both their accounting and non-accounting documents as well as to automate the way invoices are processed, workflows are set and documents are stored and retrieved directly from within Sage.

Take a sneak peek at PaperLess for Sage Webinar and see the future of Document Processing Automation

Want your Private Online Demo? Register here!

Portfolio Finance directors is part of Directors online which runs three major sites, they are Non-Executive Directors.com, Portfolio Finance Director.com and The Consultant Hub enabling PaperLess to reach thousands of Finance Directors and more than 20,000 companies across UK and Ireland. PaperLess Europe is a Sage Developer with an expanding client base of more than 1700 installations across Europe.

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

 “..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

Tips for Sage: Managing accounting and non-accounting documents within Sage.

PaperLess completes the entire business process workflow for your organisation. PaperLess enables all sizes of organisations to manage both their accounting and non-accounting documents efficiently and securely. Integrated with your Sage 50 Accounts or Sage 200 Business Suite, PaperLess handles your business process workflow from scanning and adding electronic documents to processing them in your accounting application. PaperLess uses Capture>Process>Archive methodology to make today’s business process workflow simple, smart and secure.

1. Capture data as early as possible in your business process workflow

Digitising all your documents at the start of a workflow process is critical for your business. Scanning paperwork and adding electronic documents from emails and computers into the PaperLess workspace is an efficient way to clear all your paperwork at an early stage. Alternatively, you can add digital documents using the PaperLess Printer directly into PaperLess. For invoices, PaperLess Automatic Invoice Recognition extracts the relevant data from your invoices so companies can reduce manual data entry and errors.

Take a look at PaperLess Product Videos

2. Process documents on time with the least manual errors

This is a crucial stage in the business process workflow. Using PaperLess document approval feature, colleagues who are involved in the same project can approve documents within the same workspace without sending them by emails back and forth.

PaperLess integrates seamlessly with your existing accounting applications such as Sage 50, Sage 200, Mamut One, Microsoft Dynamics NAV and many more. Once the approval process is complete, accounting transactions with the relevant documents can be posted directly from PaperLess into your accounting application as synchronisation happens instantly in the background. You will also be able to view them in the PaperLess Accounting Archive or in your accounting application at a later stage.

3. Archive all your documents securely at the end of the business process workflow

PaperLess allows businesses to archive both accounting transaction documentation and other business documents in a separate archive folders within the PaperLess workspace. There are 10 different user rights and a complete set of user rules for flexible control over the business process workflow. You can design effective processes for your business as well as maintain the highest level of security.

Furthermore, PaperLess Remote Access enables businesses to work on their documents from anywhere and anytime they want via the Internet securely.

 

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

 “..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

MullerVisual Communication cut costs by moving towards PaperLess accounting

MullerVisual Communication is a printing specialist with a diverse range of products. In mid-2008, when facing the deteriorating economic situation, the company began looking for ways to cut costs. One of the measures was to switch to PaperLess accounting.

“Initially we were looking for a document scanning solution through one of our traditional suppliers,” says Bart Schulz, MullerVisual Communication’s administration responsible, “but at a trade show I met someone who told me that with UNIT4 Multivers PaperLess we could post invoices directly into the system.”

Schultz realized that a direct link to the accounting software saves a lot of time in data entering, and in his quest for more information he ended up meeting UNIT4’s partner – UniDis – who was able to provide him with a detailed explanation about the way UNIT4 Multivers PaperLess works and the benefits it could bring to his company.

• Post Invoices directly into the accounting software
• Savings on time spent in data entering
• Non-accounting documents management & storage
• Automatic filling of purchase invoices

 To read the complete case study click here

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Going Cloud and Cloud Sharing - Know the Risks and how to protect your business!

Going cloud and sharing documents on a variety of online tools available to any internet user is becoming increasingly common and in fact provides the flexibility and agility that nowadays companies need to have in order to succeed. There are however some dangers namely regarding cyber security and data privacy compliance.

Companies need to ask and answer some questions, like:

• Who will have access to my documents?
• Are my documents well protected?
• Am I in compliance with the legal requirements?

Ensuring the security and privacy of your documents is even more important when dealing with financial paperwork, which represents the major part of the total amount of documents any company stores. Apprehension increases when studies* show that 46% of individuals do not realise that by hosting their information on cloud servers, it has the potential to be stored anywhere in the world.

Hence it is critical to ensure that people are well aware of the risks and that best practices are followed by implementing a document management solution that ensures the privacy and security of all data while providing the flexibility and agility companies need. That is one of PaperLess software many goals, to ensure both security of all data with privacy rules up to document level while, at the same time, enabling companies to easily share their documents across different departments as well as with external collaborators and clients.

In order to do so and because financial documents represent a major part of the number of documents companies need to store, PaperLess integrates seamlessly with different accounting packages (Sage 50 Accounts, Sage 200 Business Suite, SoftOne Professional, UNIT4 Multivers, DI-Business, Mamut Business One, Microsoft Dynamics NAV and AX, Exact Globe and Eyesel Business Suite). This allows PaperLess clients to both share documents through PaperLess software but to also have those same documents directly linked to the transactions in the clients’ accounting software.

In order to increase security and make sure companies keep control at all times over their documents, PaperLess documents are stored on the client’s server and not somewhere in the cloud, something that will only happen if the client has a hosted server. A major security advantage especially when with PaperLess Remote Access users can still securely and easily share and exchange all types of documents directly from their computer like if they were working in the cloud but with all security that only a Server Based Application can offer.

PaperLess also allows users to take document management one step forward with Automatic Invoice Recognition that reduces the need for manual data input up to 80% and Document Approval Flow that gives users a complete audit trail of the document approval process. A new approach to document management and document sharing that brings together the best of both worlds.

 

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Portfolio Finance Directors Invites Finance Directors to PaperLess for Sage Free Webinar

You're invited to our EXCLUSIVE Webinar:

"PaperLess document management for Sage 50 Accounts & Sage 200 Business Suite"

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.

Learn how to have Automatic Invoice Recognition, Document Approval and all your Accounting Documents directly linked to your transactions in Sage, retrieving them by doing a simple look-up directly from within Sage.

Friday 29th April, 2.00pm

Register here!

Sage users Free Online Demo - How to have access to all accounting documents directly from within Sage

PaperLess Software is inviting all Sage users for a Free Online demo of PaperLess Document Management for Sage where you will be able to see how to manage all your accounting documents by having them directly linked to your Sage accounting Software. Being a Sage Developer PaperLess believes that the best way for companies to manage their documents is to store those documents in a way that they can be retrieved by doing a simple look-up directly from within Sage.

PaperLess is a powerful document management solution that uses Automatic Invoice Recognition, Automatic Data Input together with Document Flow and Online Document Exchange and Approval to improve the efficiency of your Sage accounting solution.

Due to the seamless integration with Sage 50 Accounts and Sage 200 Business Suite you can now have all your documents directly linked to the corresponding transactions in Sage. This allows you to retrieve all your accounting documents by doing a simple look-up directly from Sage. If you wish to know more please take a look at this 30 seconds video or visit PaperLess website.

This is a Free Online Demo open for all Sage users who want to see how to automate their document management processes to save time and money.

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Tips for Sage: How are Finance Departments and CFO's automating their document management processes?

Finance Departments, CFO’s and Company Managers using Sage 50 Accounts and Sage 200 Business Suite are now relying on PaperLess software to automate their document management processes allowing them to significantly increase the number of documents processed as well as to reduce the errors originated by manual data input.

The seamless integration between PaperLess and Sage together with Automatic Invoice Recognition, Document Flow and look-up of documents directly from within Sage is becoming the preferred choice by Sage users who need an efficient way to process, manage and retrieve all their documents.

Take a look at this official Sage Developer Video and see how PaperLess works seamless integrated with your existing Sage package

·         Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition

·         Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate

·         Eliminate the need to outsource data input services, saving money and the hassle it represents

·         Have all your accounting documents directly linked to Sage

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How is Invoice Processing Automation increasing Sage users productivity and profit margins?

CFO's, Finance Directors, Bookkeepers and Accountants are now relying on PaperLess software to exploit the full potential of their Sage accounting software and improve productivity and processing speeds with Automatic Invoice Recognition, Automatic Data Input and Automatic Matching & Closing of Purchase Orders to help improve efficiency, decrease data inputting and reduce the potential for errors.

The seamless integration between PaperLess and Sage 50 Accounts and Sage 200 Business Suite is allowing companies using Sage to among many other benefits, gain competitive advantages by:

• Saving lots time on manual data input - more than 80% accuracy levels on invoice recognition
• Increasing data accuracy levels through automatic cross matching of values
• Increasing processing and approval speeds – Automatic Workflows and Notifications
• Easy retrieval of all your documents - Look-up of documents directly from within Sage

Process automation is key to ensuring the success of your company, allowing you to increase productivity levels, decrease manual data entry, improve profit margins and differentiate yourself from the competition. Exploit the full potential of your accounting system today by implementing the PaperLess solution.

Learn more about PaperLess Document Management for Sage 50 Accounts and Sage 200 Business Suite

What our clients say about PaperLess

"Compared to any competitor PaperLess is just more value for money."

Scott Gibson Eventura’s Consultancy 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

“The PaperLess Accounting Archive is superb!” “…the best feature of PaperLess software, so easy to use and saves loads of time”.

Lisa Davis, Numerii’s Director

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

What to do when you get overwhelmed by the amount of paper you have to deal with?

Well the solutions is finding a software that allows you to automate your document management processes as much as possible, from automatic data input to automatic approval workflows in order to reduce processing times, to ensure that all documents can be retrieved in seconds  so that no more time is wasted going through piles of papers to find what you need.

For Sage users the solution is PaperLess’ Automatic Invoice Recognition feature allows you to easily and automatically convert paper documents such as typewritten or printed text into electronic files, making the transition from paper documents to their electronic file versions less tedious and time consuming.

In fact PaperLess revolutionized paperless account management system by creating a fast and pain free transition from paperless to electronic system and creating a portable record management system that can instantly be accessed from any location with a computer. 

Visit PaperLess Website to know more about the ultimate Document Management Solution for Sage and take a look at our product videos.

 

• Reduce paperwork and human errors with automatic invoice recognition
• Increase efficiency and productivity with automatic matching of Purchase Orders
• Automate all your processes with dynamic and customized workflows
• Reduce costs and increase profit margins by doing more work with the same resources 

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How are Finance Departments and CFO's automating processes and reducing manual data input by more than 80%?

Finance Departments, CFO’s and Company Managers using Sage 50 Accounts and Sage 200 Business Suite are now relying on PaperLess software to automate their document management processes allowing them to significantly increase the number of documents processed as well as to reduce the errors originated by manual data input.

The seamless integration between PaperLess and Sage together with Automatic Invoice Recognition, Document Flow and look-up of documents directly from within Sage is becoming the preferred choice by Sage users who need an efficient way to process, manage and retrieve all their documents.

Take a look at this official Sage Developer Video and see how PaperLess works seamless integrated with your existing Sage package

• Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
• Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
• Eliminate the need to outsource data input services, saving money and the hassle it represents
• Have all your accounting documents directly linked to Sage

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

PaperLess continues expansion across UK and has now reinforced its presence in the East Anglia area

PaperLess Europe is growing faster than ever in UK and Ireland both in terms of business leads, number of clients and also Business Partners, who are a key element for PaperLess growth and success. Following this strategy PaperLess established a new partnership with 3IT, a Sage Business Partner specialized in providing independent computer support for clients throughout Ipswich, Bury St Edmunds and across East Anglia.

The new business partnership will allow PaperLess Europe to increase brand awareness among companies in the East Anglia area, giving them access to Automatic Invoice Recognition, Document Flow and Look-Up of documents directly from within Sage in what is the most powerful document management software that truly and seamless integrates with Sage. The new business partner 3IT will now be able to keep the mission of providing the best service and software solutions to its clients, by having in its product offer a document management solution that offers the best ROI and a unique set of features on the market.  

Take a look at the video to know more about the seamless integration between PaperLess and Sage

Click to know more about PaperLess Document Management for Sage

Click to know more about 3IT

What our clients say about PaperLess

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

Amy Jones, Eventura’s Financial Controller

“…the future lies there: the online collaboration with customers with live access to their data records…"

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com