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
Bénédicte Mermet at Frenger International
Nicholas Reyes-Ramirez, Finance Assistant
Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited
Joseph Ryland, UKFast.Net Ltd Finance Director
Colin Mayrs, Blair’s Caravans Managing Director
Contact Us
Email: info@paperlesseurope.com
Phone Number: +44 (0) 207 135 2007
