Tips for Sage – What's the best way to manage accounting documents?

Either you are a CFO, Company Owner, Accountant or a Bookkeeper manging accounting documents is a challenge you certainly face every day. As a Sage Developer, at PaperLess we believe that the best way to manage accounting documents is to go from the automatic processing of those documents to the point where you store them directly linked to your transactions in Sage.

Learn more about PaperLess Document Management for Sage

PaperLess manages all your documents from scanning and adding electronic documents to processing them in your accounting applications. There are many efficient document management tools businesses can use with PaperLess software.

PaperLess is simple, smart, and secure.

• Drag and Drop Tool to easily put your documents into PaperLess
• Reorganize files electronically so working through a batch of paperwork is easy and quick
• Automatic invoice recognition that reduces the need for manual data entry and errors
• Handle multiple suppliers with multiple document formats
• Increased security for your accounting records

One of the simplest document management tools to use in PaperLess is to drag and drop documents from your emails and computers into PaperLess. Digitising your paperwork at the start of your workflow process saves time and money as it is more efficient to handle electronic documents and your colleagues can view them in the same workspace. The PaperLess edit TIF functions allows businesses to merge, split and re-organise files electronically so working through a batch of paperwork is easy and quick.

PaperLess Automatic Invoice Recognition is a smart document management tool to manage and process invoices with the least manual data entry and errors. PaperLess uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. PaperLess can also handle multiple suppliers with multiple document formats. Automatic Invoice Recognition saves time and reduces manual errors. PaperLess integrates seamlessly with Sage 50, Sage 200, Mamut and many more accounting applications. Synchronisation happens instantly in the background. Businesses will be able to post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications.

As a secure document management tool, PaperLess keeps non-accounting documents in the PaperLess Other Documents Archive separate from the Accounting Archive in order to provide security for your accounting records. Businesses can give access to colleagues to non-accounting documents such as travel expenses, agreements, purchase orders, and holiday forms without compromising security in accounting records. The team can still collaborate effectively whilst avoiding duplication of documents.

Furthermore, the comprehensive user rights control makes all the PaperLess document management tools secure to use. There are 10 different user rights for secure document control so your business can maintain the highest levels of security. Each user can have access to certain documents or companies within PaperLess with different levels of user rights authorised by the organisation. With one single window in PaperLess, you can easily configure all your user rights.

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 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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com