Going PaperLess, the new trend among Sage users!

Yes, that’s right... The new trend among Sage users is to go PaperLess, because for this is the best way to automate document management processes, invoice processing routines and increase productivity levels within finance departments.

How are Sage users going PaperLess?

In fact, it is quite simple, Sage users across UK and Ireland are implementing the solution created by Sage Developer, PaperLess Europe, which integrates seamlessly with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online to offer full document management automation.

With a built-in OCR system, PaperLess Document Management allows Sage users to automatically extract all data from their invoices and automatically post transactions to Sage. When posting is done PaperLess automatically links the documents to the transactions in Sage, meaning that Sage users can retrieve all documents by doing a simple lookup from within Sage accounting lines.

PaperLess also offers the possibility to send documents for approval, turning the invoice approval process into a simple and fully digital process. But there’s more, the seamless integration with Sage means that the full audit trail of the approval process will be directly linked to the corresponding transaction in Sage.

Take a look at this 30 Seconds video to find out more or Visit PaperLess Website

1. Simple to manage documents for Sage 50 & Sage 200

PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online. There is no workstation software to install and it is very light on resources. Synchronisation with Sage is automated so it is all happening in the background. PaperLess is quick to implement as there is no software to install for each user.

Digitising your paperwork as early as possible in the document management process saves time and money as it is more efficient to handle documents electronically. At the same time, other users will always be able to view them.

PaperLess runs invoice recognition for Sage on multiple invoices at the same time. Automatic invoice recognition saves time and reduces manual errors. PaperLess even checks for duplicate transactions when running invoice recognition, ensuring a smooth document management process for Sage in your organisation.

2. Smart tool for document management integrated with Sage

Document approval for Sage is a critical part in the document management process. PaperLess document approval function ensures your document management process can be structured to the way your organisation works.

You can post transactions to Sage 50 and Sage 200 directly from PaperLess. All transaction types can be prepared and then posted to Sage instantly saving time and reducing manual errors. You can easily manage all your accounting documents in Sage via PaperLess workspace.

Manage your non-accounting documents securely in PaperLess. You can give limited access to colleagues for certain documents meaning you can avoid compromising security in the Accounting Archive and still collaborate effectively throughout the document management process.

3. Keep your document management for Sage secure and safe

Remote access is encrypted and secure via the Internet, which looks the same as PaperLess workstation version and it is very easy to invite other users. Remote access enables you to have access to your documents wherever and whenever you are.

Keeping general business documents separate from the accounting archive provides further security for your accounting records in Sage. PaperLess provides secure user rights for Sage and a comprehensive set of user rules for flexible control over document management flow. Each user can have access to one or more companies within PaperLess with different levels of user rights authorised.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How to implement and efficient document management system using Sage?

Finance Directors, CFO's, Accountants, Bookkeepers and Company owners are just a few among the thousands of Sage users that are constantly looking for ways to improve the efficiency of their Sage accounting package. 

For them the answer has been the Sage Developer’s Solution - PaperLess Document Management for Sage - which improves bookkeeping experience by effectively reducing manual data entry work and posting all types of transaction directly into Sage from the PaperLess workspace.

Take a look at the video to find out how PaperLess works with Sage

Many accountants use Sage for bookkeeping managements. PaperLess is good for accountants and their clients, and over 400 accountants in Europe are doing PaperLess bookkeeping with their accounting system, such as Sage, to work securely and efficiently. The biggest concern for accountants is how to exchange documents with their clients and get document approval from them without compromising privacy on accountants end.

PaperLess offers fast integration with Sage so both accountants and their clients can access documents and transactions in the PaperLess workspace. As an accountant, if you work in an accountancy firm, there is no software to install on each workstation so implementation is simple. Your clients only need to run a small light file to use PaperLess Remote Access online to access documents for approval or search for transactions and documents. You can complete all the paperless bookkeeping for Sage in PaperLess so that the document can be viewed with the transaction from within PaperLess for Sage and from within Sage itself.

With PaperLess, your clients can upload documents for you to process online. Vice versa you can also flexibly add documents for clients to approve within the same PaperLess workspace. There is always a clear audit trail of client approvals so all the documents for bookkeeping with Sage stay safe on your server. There is no third party involvement because you control the access to both PaperLess and Sage.

What about Reducing Manual Data Input with OCR Technology - How does it work?

OCR stands for Optical Character Recognition, a powerful technology adopted by an increasing number of companies, especially the ones dealing with large number of documents, to reduce time spent on manual data input. However there are challenges when choosing the best software, since one thing is to get the data from the documents another thing is to know what to do with that data.  

That is precisely why Sage Developer – PaperLess Europe – developed a document management software that also integrates a powerful OCR engine for Sage, enabling businesses to convert PDF to OCR and afterwards automatically post all this data directly into Sage. This way you not only automatically capture the data from the documents but you also have a software that knows what to do with that data, being that this is something that only a solution seamlessly integrated with Sage could offer to Sage users.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Invoice Processing Automation – OCR with Automatic Detection of Duplicate Invoices

When dealing with large volumes of documents many CFO’s, Finance Directors, Accountants and Bookkeepers struggle with making sure than no duplicate invoices are posted onto Sage. Seamlessly integrated with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online, PaperLess Invoice Management software allows you to keep control over all your accounting documents as well as to automatically detect if any duplicate invoices are being processed, preventing them to be posted into Sage.

Take a look at the video and find out how PaperLess works

• Automatic Invoice Recognition
• Automatic Posting of Invoice onto Sage
• Automatic Detection of Duplicate Invoices
• Lookup of Documents directly from within Sage
• Full Document Management Automation with PaperLess Company Inbox

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com