Tips for Sage – Document Scanning Software for Sage 50 Accounts & Sage 200 Business Suite

PaperLess document scanning manages all your paperwork from scanning and adding electronic documents to processing them in your existing accounting applications. PaperLess uses the latest methodology Capture>Process>Archive to capture data at the start of the document workflow process so that all your paper documents can be digitised and handled more efficiently online.

Find out more about Capture>Process>Archive Methodology

PaperLess document scanning  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. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.

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. Any twain compatible standard scanner at 300 DPI will work with PaperLess.

PaperLess Printer is a printer driver which a user can print to in order to convert a windows file to a TIF file or PDF to OCR in PaperLess. For example, a user can print a Word document to PaperLess Printer and add it to PaperLess as a TIF file which can then be viewed in the document view window.

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 and 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 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

How to have your VAT immediately booked in Sage by using the Dispute Approval Method for Sage?

PaperLess Dispute Approval Method for both Sage 50 Accounts and Sage 200 Business Suite is allowing companies to make sure their VAT is registered as early as possible in Sage, giving them a better cash flow situation and ensuring that companies' costs are booked, but not released  for payment in Sage, until the last recipient in document flow has approved the invoices.

Take a look at the video to see how PaperLess Dispute Approval Method works and the benefits that it brings with it. 

• Automatically post invoices into Sage when sending for approval in PaperLess while having them automatically stopped for payment pending corrections and dispute resolution;
• Improve cashflow situation by having VAT registered as early as possible in Sage 50 Accounts;
• Complete audit trail of the entire approval process so that you can forever have easy access to what changes were made and by who;

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

Accounting the PaperLess Way... How is it done?

Dedicated to Accounting the PaperLess Way™, PaperLess has been promoting the concept of paperless bookkeeping for the past 15 years. The PaperLess software is designed to benefit accountants, bookkeepers and finance professionals in a number of ways.

• Increase practice efficiency
• Reduce overheads
• Generate new revenue and services
• Improve accounting document management
• Gather new clients and expand your geographical reach
• Do much more with the same resources
• Differentiate yourself from the competition

Businesses are looking for an efficient and user friendly solution for a paperless bookkeeping environment. PaperLess improves your bookkeeping efficiency by saving time on accounting document management and reducing manual data entry.

Over 400 accountants in Europe are using PaperLess technology to work securely and efficiently with their clients. PaperLess integrates with Sage 50 Accounts, Sage 200 Business Suite, Mamut, Microsoft Dynamics NAV and many more accounting applications so that accountants and their clients can upload and approve documents, view transactions in Sage with the relevant documents attached, and use Automatic Invoice Recognition to reduce manual data entry.

PaperLess integrates seamlessly with Sage 50 Accounts and Sage 200 Suite so bookkeepers can post transactions with the relevant documents directly into Sage from PaperLess. PaperLess automatic invoice recognition for Sage extracts the relevant data from your invoices and enables bookkeepers to prepare transactions and post them directly into Sage, saving time and reducing manual data entry.

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

How is OCR technology changing the way Finance Departments process invoices?

Finance Professional have already realized that efficient invoice processing saves organisations time and money while reducing manual data entry so they are now relying on OCR technology to to automate their data input processes, saving them time and money while increasing data accuracy levels.

In order to achieve these results Sage users have available PaperLess software, a solution seamless integrated with Sage, developed by Sage Developer PaperLess Europe, that offers Automatic Invoice Recognition with two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices into PaperLess, which will then be sent to other colleagues for approval within the same workspace.

Take a look at the video to see how PaperLess Automatic Invoice Recognition for Sage works

Choosing PaperLess instead of hiring another member of staff represented an annual saving of £18,000 per year. According to CPL managers the digital archiving of documents and reduction in printing costs also adds up to these savings, allowing them to save a further £2000 per year, making a total of £20,000 per year.

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

Getting overwhelmed by paper! What are the industry best practices?

Enterprises are often more conscious of having an efficient document management system for their complete workflow process. They receive a tremendous amount of papers at receptionist or by emails on a daily basis. Many clerks and administrators are hired only to do the manual data entry work. Outsourcing such work sometimes can get out of control and causes more money than expected. Therefore, many are looking for an efficient enterprise document management system that can handle all their paperwork from scanning and adding electronic documents to processing them in their accounting applications. 

 

PaperLess has earned a reputation as an industry leader in developing efficient and flexible enterprise document management system for Sage, Mamut One, Microsoft Dynamics NAV, UNIT4 Multivers, together with other domestic applications like DI in Norway and SoftOne in Sweden.

Take a look at the video to see how PaperLess Document Management integrates seamlessly with Sage

The core concept about PaperLess is to capture all the important data from your paper documents by digitising them as early as possible in the workflow process. In the capture stage, you can flexibly add documents from your emails or scan papers into the PaperLess workspace. For electronic documents, all you need to do is to drag and drop documents attached in your emails or from any file location in your computer into PaperLess. Then you can run automatic invoice recognition to extract necessary data from your invoices into PaperLess workspace. The benefits of doing so is that you will be able to edit all the accounting information without leaving accounting lines and also create customised template for particular suppliers whom you receive many invoices from on a regular basis so next time you run the invoice recognition for this supplier PaperLess will remember it. There is no need to create new template each time.

Book your Free Online Demo of PaperLess for Sage

After the capture stage, you can then process both accounting and non-accounting documents by using document approval function. This is a very useful piece of functionality for an enterprise document management system. PaperLess provides you with a secure way to ensure that your document approval process can be structured to the way your enterprise works. This means that any colleagues who are involved in the approval process have no requirement to have access to irrelevant areas in the PaperLess workspace or your accounting application. The last step of processing your accounting documents is to post them directly to your accounting applications such as Sage. PaperLess offers fast integration with Sage 50 and Sage 200 as synchronisation happens in the background instantly.

Visit PaperLess Website to know everything you need to know about the most powerful Document Management Solution for Sage

With PaperLess you can prepare accounting documents such as transactions attached with documents in the Accounting Archive, and all non-accounting documents such as expenses, holiday forms, agreements, in Other Documents Archive.

Finding all the electronic documents has never been so easy with PaperLess thanks to its powerful search functions. PaperLess has built in multiple search filters which means you can quickly find any document in the PaperLess archives using one or more pieces of data that has been captured with the electronic document. Multiple search fields make it very easy to locate the transaction or document you need with the least amount of information required. When you narrow down search criteria it makes the search quicker so documents are located in seconds.