How to get Invoice Approval on my Sage accounting package

Sage is a credible and comprehensive accounting application to manage all your accounting transactions but many companies using Sage have the need for a solution that allows them to electronically send documents for approval and that, at the same time, offers a seamless integration with Sage so that the approval audit trail can be available directly for transaction lines.

Sage users have now available the solution created by Sage Developer, PaperLess Europe, that provides companies with a secure way to ensure that purchase invoice approval across the company is done in an automatic manner and that users can approve invoices from any location by accessing PaperLess remotely. Once the approval process is finished users can make a final confirmation on the transactions and amend any accounting lines in the transaction voucher prior to posting into Sage.

When the posting is done, PaperLess will automatically link the invoices and the audit trail of the approval process directly to Sage transaction line. This means that the retrieval of all this information can be done via a simple look-up directly from Sage transaction lines.

There are many benefits to have invoice approval for Sage function in a PaperLess account management solution that also integrates with Sage. This means 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 invoice approval for Sage is fast and secure as you can always see both the Sage transaction and the preparation in PaperLess. No time is wasted waiting for synchronisation as it is instant. Since you can move the document around without leaving the accounting lines, data entry is quick so you save a considerable amount of time by viewing all the data in one go.

Alternatively, PaperLess also allows you to approve other documents for Sage besides the invoice approval functionality. This means that the people within an organisation who are involved in the non-accounting document approval process have no requirement to have access to Sage. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled by the Paperless Other Document Archive. Therefore, it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.

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