Sage tips - What Doc Management Software for Sage?

PaperLess Document Management software is a solution created by Sage Developer, PaperLess Europe, that allows Sage users to easily manages all their paperwork from scanning and adding electronic documents to processing them Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online.

PaperLess uses the latest methodology Capture>Process>Archive to capture data at the start of the document workflow process so that all paper documents can be digitised and handled more efficiently online.

Seamlessly integrated with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, PaperLess Document Management 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.

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.

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 Business Suite, Sage 200 Extra Online 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 about Full Document Management Automation?

Yes, now that is also in reach of Sage users with the new and exclusive PaperLess Company Inbox module. A cutting-edge software solution that allows you to fully automate your Document Management Processes from the moment suppliers or clients send you invoices by email until they are posted into Sage.

Company Inbox is a powerful system that enables Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online users to automatically process all documents received by email by setting automation rules that are applied as soon as documents are received in Company Inbox email, turning document management into a fully automatic, faster and more reliable process.

What our clients say about PaperLess

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”

Joseph Ryland, UKFast.Net Ltd Finance 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