How’re CFO’s automating invoice processing and approval processes?

CFO’s, Accountants, Bookkeepers and many other finance professionals are streamlining the document approval process within companies while, at the same time, ensuring that they have the complete audit trail of the approval process directly linked to transactions both in Sage 50 and Sage 200.

But how can they have the audit trail of the approval process directly linked to their Sage accounting software?

As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools you can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.

Finance Professionals have been looking for a Sage add-on solution that integrates with Sage and offers a powerful document management solution with a built-in invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage. But there is more, thanks to PaperLess automatic data capture for Sage, you can automate the invoice approval process based on supplier, project, department or cost unit responsible.

Why is PaperLess becoming the preferred choice of Sage users to automate invoice approval processes?

Because PaperLess Document Management for Sage provides Sage users with a secure way to ensure that purchase invoice approval for Sage can be monitored the way your organisation works.

• Document Management with built-in Invoice Approval Function
• Document look-up directly from within your Sage package with the complete audit trail of the approval process
• Multiple approval options, with PaperLess Dispute Method you can also automatically set and remove the dispute flag in Sage
• Full control over the approval process, with maximum amounts users can approve and full customization of the approval process.

There are many benefits to have invoice approval for Sage function including the fact that any document which requires approval can be tracked through the approval process or even the entire work flow process. All purchase invoices can be managed and approved for Sage within the PaperLess workspace. More importantly, audit trail is clear for all users’ approvals.

See how simple and easy it is to have Automatic Invoice Recognition with Complete Audit Trail of the Approval Process directly in Sage.

PaperLess software document approval function enables businesses to track any document that requires approval by other people through the workflow process. A system that integrates seamlessly with your Sage accounting software, allowing you to save time and reduce manual data entry through the automation of the entire process, from the moment documents are received until they are posted into your accounting software.

• Faster approval processes leaving your resources available for other tasks
• Automatic management of approval levels reducing complexity and time spent on it
• Dynamic approval processes with real time information so that you can immediately act on it
• Online document management & approval – no matter where you are all your data is available for consultation and approval
• Complete audit trail of the approval flow increasing transparency and data security

Within PaperLess the document approval process allows you to set up multiple approval workflows with one or more users. Besides with PaperLess Remote Access you can give secure access to approved users to view documents and authorize transactions anywhere via the internet, reducing delays in authorization and improving process efficiency.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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

Document Management with built-in OCR now available for Sage users across UK

OCR stands for Optical Character Recognitiontechnology which is becoming part of the daily routines of any finance professional dealing with a large number of documents. Usually companies using this type of technology are the ones who focus on increasing productivity margins in order to gain competitive advantages.

…But what to do with all the data extracted from the documents?

Well that is where things get more complicated, if the OCR engine you are using only extract the data and does not integrate with the software you are using for your accounts, you end up having to copy and paste it into the fields where you want to have that data placed. That is why integration with your accounting software is key to ensure that you fully exploit all the potential your OCR engine has to offer.

Want to know more about OCR for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online?

PaperLess document management uses two layers of sophisticated OCR (Optical Character Recognition) technology to recognise the information on your invoices. With Automatic Invoice Recognition, PaperLess OCR for Sage extracts the relevant data from your invoices quickly so that your organisation can save time and reduce manual data entry.

PaperLess document management system saves time and reduces manual errors. Paperless even checks for duplicate transactions when running invoice recognition for better document management.

How does PaperLess OCR for Sage work?

After the invoice recognition extracts the relevant data from invoices to PaperLess, your colleagues can edit accounting information and send accounting transactions to other team members for approval. PaperLess document management has Document Approval functionality so that your team can approve documents with comments in PaperLess.

PaperLess integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online so you can post transactions with the relevant documents directly into your accounting application from PaperLess. Your colleagues will also be to view the transactions at a later stage both in the accounting application and in PaperLess.

Why are Sage users choosing PaperLess Document Management for Sage?

…Well, because PaperLess Document Management for Sage integrates seamlessly with Sage 50 Accounts and Sage 200 Business Suite so that managing all financial documentation is a breeze. It is easy for users to learn to use PaperLess so they can manage their documents in a more efficient way. PaperLess enables users to follow through the entire electronic document management for Sage routine in an organisation.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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

Sage Catalogue introduces the top document management solution for accounts

Yes, that’s right, Sage users can now check their Sage Additions Catalogue to see the top document management solutions offered by Sage Developers. This catalogue also introduces what is currently one of the preferred solutions of Sage users across UK and Ireland to automate document management processes and invoice processing routines.

Regardless of what software supplier you choose the most important is that you make sure you choose a document management solution that integrates seamlessly with your Sage accounting package.

CHECK WHAT SOFTWARE SAGE ADDITIONS CATALOGUE AS AVAILABLE IN THE DOCUMENT MANAGEMENT AREA.

With thousands of users across UK and Ireland, PaperLess Document Management software integrates with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online  to help Sage users automate their document management processes.

PaperLess software is a powerful solution that uses automatic invoice recognition, data input and document matching together with electronic document flow and online document exchange and approval to improve the efficiency of your Sage accounting solution, allowing you to have all your documents directly linked to the corresponding transactions in Sage. 

• 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
• Have access to Online Invoice Approval for Sage

For more information about PaperLess software simply go to Sage Additions Catalogue or Visit PaperLess Document Management for Sage website.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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

Why are Accounts Departments Going PaperLess?

People, especially businesses have been relying heavily on paper document management- whether it be for invoices, record keeping, account management etc. There are, however many disadvantages to this system (for example loss by fire damage, misplacement, security issues, negative environmental impact on trees etc).

For these reasons Finance Departments from several business sectors wishing to avoid these issues have chosen to switch to PaperLess Document Management. Though there are many uses of paperless document management, let’s focus on PaperLess accounting software and the benefits it can bring to your business.

Take a look at the video for a sneak peak of  how PaperLess Finance Departments work

• PAPERLESS ACCOUNTING SOFTWARE IS MADE POSSIBLE WITH OPTICAL CHARACTER RECOGNITION (OCR) SOFTWARE.

Without OCR software, the transition from paper to PaperLess document management will be a lot more time-consuming and tedious than it is now. OCR software enables the translation of all types of documents like images of typewritten or printed text into electronically readable files, so offices can easily convert their existing paper documents to electronic files.

• PAPERLESS ACCOUNTING SOFTWARE INCREASES YOUR COMPANY’S PRODUCTIVITY.

Many companies, especially those with multiple clients, can identify with the pain of archiving clients’ files and documents. Listing and depositing hundreds of files from different accounts can become quite messy which requires manpower. Not to mention the difficulty of fetching existing data when required. PaperLess account management efficiently stores client documents electronically through the touch of some buttons, reducing the pain and manpower required and thus increasing productivity.

• PAPERLESS ACCOUNTING SOFTWARE AND INVOICE APPROVAL WORKFLOW.

Another revolutionary time-consuming system that arrived with PaperLess accounting software is invoice approval workflow. Tracking all the invoices electronically, the invoice approval workflow permits you to manage all the bill payment processes, enforce and streamline approvals for every bill and invoice received. Plus there's the bonus of remote accessibility- with the correct authorization you can access the invoice approval workflow from any computer, anywhere.

• PaperLess accounting software improves document security.

The PaperLess account management software has the advantage of being more secure and reliable than conventional paper methods because of encryption.

• PAPERLESS ACCOUNT MANAGEMENT DOES NOT REQUIRE EXTRA SPACE.

With PaperLess account management your company can store information from an infinite number of accounts in the space of a computer and desk. And the retrieval of data can be performed within a couple of clicks. Compare this to traditional paper methods which require physical storage (often outsourced), which incurs an extra cost and also the inconvenience of manually sorting through documents to perform a document search.

• PAPERLESS ACCOUNTING GIVES YOU ACCESS TO FULL AUTOMATION OF EMAILED INVOICES

Yes, that is right with the new PaperLess Company Inbox you can now get full automation of all invoices received via email. From your Company Inbox directly to your Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online in a fully automatic process.

Why to choose PaperLess software to automate your document management processes?

Because PaperLess is a Sage Developer that created a powerful document management software seamlessly integrated with Sage. The software solution developed by PaperLess brings together automatic invoice recognition, automatic data input and automatic matching and closing of purchase orders with electronic document flow and online document exchange and approval to improve the efficiency of your Sage accounting solution.

PaperLess Document Management integrates so seamlessly with Sage, that you can even have all your accounting documents directly linked to the corresponding transactions in Sage. All you need to do is a simple look-up from within Sage to retrieve the documents and all associated information, including the audit trail of the invoice approval process.

• Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
• Have all your accounting documents directly linked to Sage
• Online Invoice Approval with a powerful set of automation rules based on supplier, project, department or cost unit responsible
• Automatic Matching and Closing of Purchase Orders for both Sage 50 accounts, Sage 200 Business Suite and Sage 200 Extra Online
• Full Automation of emailed invoices with PaperLess Company Inbox

Now we know the benefits of going PaperLess, especially with PaperLess accounting software, ask now for a FREE PaperLess Demo and discover how we can help you to differentiate your company and acquire competitive advantages.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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