Automatic Invoice Scanning… This is the way to do it!

CFO’s, Finance Directors and many other finance professionals have realized that the best way to automate document management processes and invoice processing routines is to not only have all documents scanned into digital format as soon as they are received but also to use OCR technology to automatically extract all data from the invoices.

THE QUESTION IS, WHAT TO DO WITH THAT DATA CAPTURED FROM THE INVOICES?

Well, that is why Sage users preferred option is PaperLess Document Management, a powerful document management solution with built-in OCR technology that integrates seamlessly with Sage 50 Cloud, Sage 200 Cloud, Sage 200 Standard Online and Sage 200 Extra Online allowing Sage users to automatically have all their data posted into Sage and also have all their accounting documents directly linked to Sage transaction lines. Document retrieval can then be done via a simple look-up directly from within Sage.

HOW DOES PAPERLESS DOCUMENT MANAGEMENT FOR SAGE WORK?

PaperLess scans invoices and enables businesses to process accounting transactions within one workspace. Businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess.

After businesses scan invoices, PaperLess uses two layers of sophisticated Optical Character Recognition (OCR) technology to recognise the information on your invoices. Automatic Invoice Recognition extracts the relevant data from your invoices and enables your colleagues to edit accounting information and post transactions from PaperLess directly into Sage.

PaperLess handles multiple suppliers with multiple document formats and also supports XML invoices. PaperLess can run invoice recognition on multiple invoices at the same time, so organisations can save time and reduce manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.

WHY ARE SAGE USERS CHOOSING PAPERLESS TO AUTOMATE DOCUMENT MANAGEMENT PROCESSES?

Well, because with PaperLess Document Management businesses can now scan invoices and manage their complete workflow process online within one workspace so your organisation can save time, increase profit and reduce risk.

PaperLess is designed for easy usability, which means your accounting department can utilise less skilled members of the team and control what these members can do by defining their roles within the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting vouchers before posting into your accounting application.

There is no need to give up your current accounting application to go PaperLess because PaperLess integrates seamlessly with Sage 50  Cloud, Sage 200 Cloud, Sage 200 Standard Online and Sage 200 Extra Online as synchronisation happens instantly in the background. Invoice recognition for Sage enables businesses to post transactions with the relevant documents into Sage and then view them in PaperLess or in Sage at a later stage. If your business is still looking for an effective invoice scanning solution, PaperLess is a valuable complementary solution for Sage that scans invoices for your organisation more efficiently and securely. 

WHAT ABOUT IF I NEED TO ACCESS TO ONLINE INVOICE APPROVAL?

Well, PaperLess as a built-in Online Invoice Approval system that allows you to streamline the document approval process within your company while, at the same time, ensures that you have the complete audit trail of the approval process directly linked to your transactions both in Sage 50 Cloud, Sage 200 Cloud, Sage 200 Extra Online and Sage 200 Standard Online.

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.

PaperLess gives you access to a powerful online document management and approval software that gives you full control over the documents being approved, allowing you to speed-up, for example, the invoice approval process. At the same time, PaperLess Document Approval for Sage 50 and Sage 200 enables you to set approval rules so that you can be in control of what is being approved, the amounts users can approve and also the deadline for approval.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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 Platinum – Scanning Invoices Directly into Sage. How does that work?

The document management solution created by the Sage Platinum Developer Partner, PaperLess Europe, allows Sage users to scans invoices and all other accounting documents directly into Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online. Businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess and with PaperLess Company Inbox companies can also fully automate all invoices received by email.

How does PaperLess Document Management work?

After businesses scan invoices, PaperLess uses two layers of sophisticated Optical Character Recognition (OCR) technology to recognise the information on your invoices. Automatic Invoice Recognition extracts the relevant data from your invoices and enables your colleagues to edit accounting information and post transactions from PaperLess directly into Sage.

PaperLess Document Management for Sage handles multiple suppliers with multiple document formats. PaperLess can run invoice recognition on multiple invoices at the same time, so organisations can save time and reduce manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.

Businesses can now scan invoices and manage their complete workflow process online within one workspace so your organisation can save time, increase profit and reduce risk. PaperLess is designed for easy usability, which means your accounting department can utilise less skilled members of the team and control what these members can do by defining their roles within the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting vouchers before posting into your accounting application.

Why is PaperLess becoming the preferred solution of Sage users?

Because with PaperLess Document Management Sage users do not need to give up their current accounting application to go PaperLess because PaperLess integrates seamlessly with Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online as synchronisation happens instantly in the background. 

Invoice recognition for Sage enables businesses to post transactions with the relevant documents into Sage and then view them in PaperLess or in Sage at a later stage. If your business is still looking for an effective invoice scanning solution, PaperLess is a valuable complementary solution for Sage that scans invoices for your organisation more efficiently and securely. 

What about is I need to have my invoices approved?

That is quite simple to do and in fact thousands of Sage users are now approving invoices and having the document approval audit trail directly linked to their transactions in Sage by using PaperLess Document Management for Sage. Being a Sage Platinum Developer Partner, PaperLess Document Approval features ensure that any document that requires approval can be tracked through the approval process, not only Invoices but all types of business documentation including for instance HR Documents, Orders, Quotations, Correspondence or Complaints.

By using PaperLess Document Approval you end up with an audit trail of the complete Approval Process all this directly linked to Sage 50 Accounts and Sage 200 Business Suite so that you can have all information at the distance of a click of a mouse button.

The seamless integration between PaperLess and Sage allows you to have all your documents directly linked to the transactions you have in Sage as well as the complete audit trail of the approval process also in Sage. This means that by a simple look up of the document directly from Sage you have access to all information related to it: who approved what, in which dates, the changes made and who made them.

For Sage users who need to have invoices posted as soon as they are received but stopped for payment until final approval is given, PaperLess has available for them the Dispute Approval Method.

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

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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 Automation… the challenge companies are facing…

Lack of visibility into invoices and documents is seen as the leading driver for change by companies looking at reducing the inefficiencies in their accounts payable departments. Any company wanting to eliminate inefficiency in accounts payable processing, getting the right software is vital but the true danger lies here, with companies choosing software that are not fully integrated with their accounting system which, instead of making processes simpler and faster, will in fact do the opposite.

In this video you can get to know the main challenges companies face when trying to manage their documents in Sage and how Sage Developer, PaperLess Europe, is helping them doing it in a simple, smart and secure way. Take a look at the video below to know all you need about PaperLess Document Management for Sage 50 and 200.

• Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
• Automatic Document Flow based on Supplier, Department, Project or Cost Unit Responsible
• Look-up of documents directly from accounting lines in Sage
• Automatic Matching & Closing of Purchase Orders for Sage 50 and 200
• Full Invoice Processing Automation with PaperLess Company Inbox

Why did PaperLess become the preferred solution of Sage users to automate document management processes?

Well, the main reason is because of the seamless integration between PaperLess and Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online that gives Sage users access to Automatic Invoice Recognition, Automatic Data Input and Document Matching together with Electronic Document Approval and online document exchange and approval to improve the efficiency of their Sage accounting package.

Learn more about the most powerful and seamlessly integrated document management solution for Sage Accounting Software  and see how to fully automate your entire Document Management processes.

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