Online Invoice Approval now available for Sage users… How does it work?

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 Developer, PaperLess Document Management 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, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online so that you can have all information at the distance of a click of a mouse button.

The seamless integration between PaperLess Document Management 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.

But what is PaperLess Document Management for Sage?

PaperLess is a powerful document management solution that manages all your paperwork from scanning and adding electronic documents to processing them in your accounting software. With PaperLess software Sage users can easily reduce manual data input, speed-up invoice processing routines and have all accounting documents and the approval audit trail directly linked to Sage.

The seamlessly integration with Sage allows Sage users to easily scan invoices into Sage, turning invoice processing into an automatic and more accurate process. At the same time, Sage users will have all documents easily digitized, archived and directly linked to transactions in Sage, meaning that they can find any document they need in a matter of seconds.

PaperLess software is currently seamless integrated with different accounting software in UK, namely Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online and Sage 200 Standard Online. Contact us to know how PaperLess can help you automate your document management and invoice processing routines and find out why PaperLess has more than 1700 installations across Europe.

Being a Sage Developer PaperLess offers all the know-how and quality that only a Sage Developer can offer. By working closely with Sage Developers Support, PaperLess ensures that the software is constantly up to date with the latest Sage Developments and that you can truly boost the potential of you Sage Accounting Software by automating your document management processes and invoice processing routines.

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 are Finance Professionals Automating Document Management Processes?

Companies and especially Finance Departments are looking for an efficient and simple solution for processing their accounts in Sage. PaperLess document management software automates your accounts process by effectively reducing manual data entry work and posting all types of transaction directly into Sage from the PaperLess workspace.

Click to find out more about PaperLess Document Management for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online

With PaperLess, people across your company can simply upload documents for you to process online. Vice versa you can also flexibly add documents for your colleagues to approve within the same PaperLess workspace. There is always a clear audit trail of approval process, this way by doing a simple look-up from Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online you will know who approval what, on which dates and what certain changes were made to the documents. There is no third-party involvement because you control the access to both PaperLess and Sage.

How does PaperLess OCR for Sage work?

PaperLess Document Management for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online reduces manual data entry by using the PaperLess automatic invoice recognition for Sage function. PaperLess checks for duplicate supplier invoices after running the invoice recognition process. When you and your colleagues approve transactions with documents attached, they can then be posted directly into Sage. Remote workers can use PaperLess Remote Access to work away from the office too so it is convenient and fast to get work done anytime and anywhere.

In addition, you can also archive all your internal working papers and secure them so that access is granted only to specified users, such as your colleagues. Therefore, PaperLess bookkeeping with Sage is simple, smart, and secure making it the preferred choice for Sage users in UK and Ireland to automate document management processes and routines.

Looking at Full Automation on Invoice Processing?

Take a look at the video below to see how to have Full Document Management Automation – From email directly to Sage, including automatic matching and closing of purchase orders.

What our clients say about PaperLess

“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

“…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

Read more from PaperLes

Case Study - Managing Documents Across Multiple Offices

With Real Group having activity in two separate offices and the finance function centralized in one office, the company soon realized that suppliers were sending invoices to both offices and that invoices were getting lost or being duplicated between the offices. Besides this, the invoices needed to be authorised by people at both locations and these routines were leading to confusion and lack of control.

Being a Sage Developer, PaperLess Europe offered the seamless integration with Sage that Real Group was looking for. With PaperLess Document Management for Sage, Real Group now has full visibility over the status of their invoices, when they arrived, when they were authorised and what comments and notes were made by the different people involved in the approval process.

Due to the client’s unique needs, PaperLess took the integration even further and, together with LandLord Manager, made the necessary developments to ensure that Real Group could process property/supplier invoices via Landlord Manager so that landlord sales invoices could be created automatically, with no need to re-key the information.

Gary Robinson, Real Group’s Representative, considers that “the use of paperless has helped tremendously… We can now see when the document was received, added to the system and the workflow allows the authorisation to be controlled…” something particularly important to this client who needs to have invoices approved across multiple locations and was struggling to keep control over this process.

The increased control over the invoice processing routines allowed Real Group to significantly reduce the number of duplicate and lost invoices while at the same time increase the invoice approval speed. With no more need for boxing up documents, PaperLess has also allowed the company to reduce copying, printing, filing and storage costs.

What is PaperLess Software and why is it becoming the preferred choice among Sage users?

Well, because PaperLess Document Management for Sage integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online 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.

With thousands of Sage users across United Kingdom and Ireland, PaperLess software is a powerful solution that uses automatic invoice recognition, automatic processing of emailed invoices and automatic matching and closing of purchase orders, together with electronic document flow and online invoice approval to improve the efficiency of your accounting software, allowing you to have all your documents directly linked to the corresponding transactions.

What our clients say about PaperLess

“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

“…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

Document Management for Sage with built-in Invoice Approval Software

Sage is a credible and comprehensive accounting application to manage your purchase invoices. However, customers have been looking for a complementary solution that integrates with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online and offers document approval function so that it is convenient to approve purchase invoices for Sage among the assigned colleagues prior to posting into Sage.

Take a look at the video to know more or Click here to Visit PaperLess Website

PaperLess provides you with a secure way to ensure that your purchase invoice approval process for Sage can be monitored the way your organisation works. Once the approval process is finished you can make a final confirmation on the transactions, and amend any accounting lines in the transaction voucher prior to posting into Sage.

There are many benefits to have invoice approval function in an accounting 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.

Approving purchase invoices for Sage in PaperLess is 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. 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. All business documents such as purchase orders, expenses, and holiday forms are managed 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

"The use of PaperLess has helped tremendously… We can now see when the document was received, added to the system and the workflow allows the authorisation to be controlled…"

Gary Robinson, Real Group’s 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