Wednesday, 15 July 2015

30 Seconds to... see how to have Automatic Invoice Recognition in Sage - Video Available

As Sage Developer PaperLess developed a powerful software that integrates seamlessly with Sage, so take a look at this 30 seconds video and find out how you can have Automatic Data Input with Direct Posting into Sage of all your accounting documents. A simple and fast process that also allows you to have all your documents directly linked to your transactions in Sage.
Yes, this is the best way to manage all your accounting documents so contact us now for a 20 minutes Free Online Demo. 

What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Jeffrey Summer, Mulderij’ Relationship Manager
Pradip Shah, Ashgoal’s Business Consultant
Contact Us
Phone Number: +44 (0) 207 135 2007

Tuesday, 14 July 2015

Tips for Sage - Is paper overwhelming you?

Many business’ managers fail to understand the need for PaperLess document management. This is partly because they struggle to get the buy-in from key decision makers, they are confused and overwhelmed by the process, or believe the financial costs of implementing this system will be high.
Yet every year, the numbers of electronic records increase by 20%.
This shows us that despite the above apprehensions, more and more companies are starting to adopt PaperLess document management. Why? Because they are realizing the key benefits of going PaperLess.
With the introduction of Optical Character Recognition (OCR) PaperLess software can easily and automatically convert paper documents such as typewritten or printed text into electronic files, making the transition from paper documents to their electronic file versions less tedious and time consuming.
In fact PaperLess revolutionized paperless account management system by creating a fast and pain free transition from paperless to electronic system and creating a portable record management system that can instantly be accessed from any location with a computer. 
  • Reduce paperwork and human errors
  • Increase efficiency and productivity
  • Automatize all your processes
  • Automatic Invoice Recognition
  • Automatic Workflows
  • Unification of Processes
  • Among so many other benefits…
Another benefit of PaperLess account management is the invoice approval workflow system. This system manages the billing payment processes, tracks all invoices electronically, while also being able to enforce and streamline approvals. Invoice approval not only streamlines the invoice process, its easily accessible from any computer. These factors not only help increase productivity, it also makes the invoice processing system more transparent.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Friday, 10 July 2015

Tips for Sage - How to Manage Accounting and Non-Accounting Documents within one Software

PaperLess completes the entire business process workflow for your organisation. PaperLess enables all sizes of organisations to manage both their accounting and non-accounting documents efficiently and securely. Integrated with your accounting application, PaperLess handles your business process workflow from scanning and adding electronic documents to processing them in your accounting application. PaperLess uses Capture>Process>Archive methodology to make today’s business process workflow simple, smart and secure.
1. Capture data as early as possible in your business process workflow
Digitising all your documents at the start of a workflow process is critical for your business. Scanning paperwork and adding electronic documents from emails and computers into the PaperLess workspace is an efficient way to clear all your paperwork at an early stage. Alternatively, you can add digital documents using the PaperLess Printer directly into PaperLess. For invoices, PaperLess Automatic Invoice Recognition extracts the relevant data from your invoices so companies can reduce manual data entry and errors.
2. Process documents on time with the least manual errors
This is a crucial stage in the business process workflow. Using PaperLess document approval feature, colleagues who are involved in the same project can approve documents within the same workspace without sending them by emails back and forth.
PaperLess integrates seamlessly with your existing accounting applications such as Sage 50, Sage 200, Mamut One, Microsoft Dynamics NAV and many more. Once the approval process is complete, accounting transactions with the relevant documents can be posted directly from PaperLess into your accounting application as synchronisation happens instantly in the background. You will also be able to view them in the PaperLess Accounting Archive or in your accounting application at a later stage.
3. Archive all your documents securely at the end of the business process workflow
PaperLess allows businesses to archive both accounting transaction documentation and other business documents in a separate archive folders within the PaperLess workspace. There are 10 different user rights and a complete set of user rules for flexible control over the business process workflow. You can design effective processes for your business as well as maintain the highest level of security.
Furthermore, PaperLess Remote Access enables businesses to work on their documents from anywhere and anytime they want via the Internet securely.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Thursday, 9 July 2015

PaperLess on Barclays English Premier League together with Business Partner Harley Grove Ltd

PaperLess Europe have established a new successful Business Partnership with business software consultants, Harley Grove Ltd, who have been responsible for the installation and maintenance of PaperLess software at one of the football clubs in the Barclays English Premier League. Another successful installation that shows the growth and success of PaperLess in the UK market as well as its capability to adapt to different business areas: Accounting Offices, Publishing Companies, Football Clubs, etc.
PaperLess' capability of operating throughout different markets and business areas is due to the fact that paperwork in any business needs to be managed and controlled, and the best way to do this is to integrate the storage and access of and to this paperwork with the accounting software that those businesses use. This principal is a core part of PaperLess software and aims to provide a huge improvement to business’ efficiency.
Know more about the solution installed at a Barclays English Premier League Football Club
Established since 2005, Harley Grove Ltd is an independent Business Software Consultant with an extensive experience in Sage and other business software, focused on helping companies succeed by providing the best IT solutions for their businesses. The partnership established with PaperLess is in line with the company mission to provide the best IT Consultancy Services.
To know more about Harley Grove Ltd visit: www.harleygrove.co.uk
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Monday, 6 July 2015

Tips for Sage - Automated invoice processing integrated with Document Management for Sage

Automated invoice processing is crucial in today’s online document management. Businesses have been relying heavily on the paper document management. Many of organisations deal with invoices on a daily basis. Manually processing data entry from invoices can be time consuming and costly. PaperLess accounting software allows businesses to run automatic invoice recognitionon their invoices by using Optical Characters Recognition (OCR) technology so that businesses can manage their invoices more efficiently.
PaperLess uses two layers of the sophisticated OCR technology to recognise the information on your invoices. Automatic invoice recognition extracts the relevant data from invoices into the PaperLess workspace, so there is no need for manual data entry. Less manual data entry means less manual errors and better document management for an organisation. With PaperLess, automated invoice processing is simple and smart.
PaperLess integrates seamlessly with Sage 50 Accounts and Sage 200 Suite and synchronisation happens at the background instantly. With the automatic invoice recognition function, businesses can also run invoice recognition for Sage as posting directly from PaperLess to Sage is quick and easy.
Some businesses receive many invoices from the same supplier every day. PaperLess automated invoice processing allows businesses to create customised template for invoices from the same supplier, so there is no need to edit the accounting lines every time. This saves tremendous time and energy so employees can work more productively. PaperLess also supports XML invoices.
PaperLess automated invoice processing can run invoice recognition on multiple invoices at the same time. Configuration to handle different invoice formats is easily managed. Automatic invoice recognition saves time and reduces errors. PaperLess even checks for duplicate supplier transactions when running invoice recognition.
PaperLess is designed for easy usability, so accounting departments can utilise less skilled members of the team and control what these members can do by defining their roles within the secure accounting user rights.
Higher skilled staff can then spend their valuable time checking the preparation of the accounting documents before these transactions are posted directly into your accounting software.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Thursday, 2 July 2015

Tips for Sage – What is the best OCR Software for Sage?

PaperLess is the best OCR software that uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. The PaperLess Automatic Invoice Recognition handles multiple suppliers with multiple document formats and also supports XML invoices.
As best OCR software, PaperLess is designed for easy usability so your accounting department can utilise less skilled members of the team, controlling 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 transactions directly into your existing accounting application.
PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats can be easily managed. Automatic Invoice Recognition makes PaperLess the best OCR software in the market, saving time and reducing manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.
PaperLess is the best OCR software because it also enables businesses to convert documents from PDF to OCR. Converting documents from PDF to OCR is crucial in the document workflow process because businesses have been relying heavily on the paper document management. With PaperLess, automated invoice processing is simple and smart.
Converting PDF to OCR is quick and easy. PaperLess integrates with Sage 50 Accounts, Sage 200 Suite, and many more accounting applications so running automatic invoice recognition for Sage is quick and easy. Synchronisation happens at the background instantly. PaperLess invoice recognition for Sage allows businesses to post transactions directly into your existing accounting application. All transaction types can be prepared and then posted from PaperLess saving time and reducing manual delays.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Tips for Sage – How to keep track of accounting documents approval process?

PaperLess makes sure you keep track of all your purchase invoices for Sage. 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 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.
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
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Wednesday, 1 July 2015

Bookkeeping in Sage – How can PaperLess give you the necessary competitive advantages?

Companies are looking for an efficient and simple solution for paperless bookkeeping with Sage. PaperLess improves your bookkeeping experience by effectively reducing manual data entry work and posting all types of transaction directly into Sage from the PaperLess workspace.
Many accountants use Sage for bookkeeping managements. PaperLess is good for accountants and their clients, and over 400 accountants in Europe are doing PaperLess bookkeeping with their accounting system, such as Sage, to work securely and efficiently. The biggest concern for accountants is how to exchange documents with their clients and get document approval from them without compromising privacy on accountants end.
PaperLess offers fast integration with Sage so both accountants and their clients can access documents and transactions in the PaperLess workspace. As an accountant, if you work in an accountancy firm, there is no software to install on each workstation so implementation is simple. Your clients only need to run a small light file to use PaperLess Remote Access online to access documents for approval or search for transactions and documents. You can complete all the paperless bookkeeping for Sage in PaperLess so that the document can be viewed with the transaction from within PaperLess for Sage and from within Sage itself.
With PaperLess, your clients can upload documents for you to process online. Vice versa you can also flexibly add documents for clients to approve within the same PaperLess workspace. There is always a clear audit trail of client approvals so all the documents for bookkeeping with Sage stay safe on your server. There is no third party involvement because you control the access to both PaperLess and Sage.
The PaperLess Accountants Programme provides accountants the choice of paperless bookkeeping with Sage. The programme is open to qualifying accountants and bookkeepers who wish to use PaperLess to work efficiently with their clients. The PaperLess bookkeeping with Sage 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 practice 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 to use with your clients.What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Tips for Sage - Keep an audit trail of the entire approval process in Sage

PaperLess document approval workflow is a convenient tool for businesses to approve documents more efficiently and securely. PaperLess provides businesses with a way to ensure that their approval process can be structured to the way their organisation works. Colleagues who are involved in the approval process have no requirement to access to your accounting application while they are still able to check accounting transactions and documents within PaperLess.
All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by PaperLess document approval workflow. Once the approval process is complete the responsible colleagues can make a final check on the transactions and amend any accounting lines prior to posting into your accounting application.
Businesses can also manage their non-accounting documents securely in the Other Documents Archive, meaning there is no need to compromise security in the Accounting Archive and still collaborate effectively with your colleagues. Like the Accounting Archive security is strong in the Other Documents Archive. Businesses can control access to sensitive data so your data remains safe.
Additionally, PaperLess document approval workflow provides 10 different user rights and a complete set of user rules for flexible control over workflow management, which means that businesses can design effective process and maintain the highest levels of security at the same time. Each user can have access to one or more companies within PaperLess with different levels of user rights granted for each company.
PaperLess integrates seamlessly with Sage 50 and Sage 200 as synchronisation happens instantly in the background. PaperLess document approval workflow uses an important feature Automatic Invoice Recognition to extract the relevant data from your invoices into PaperLess before running document approval process. Invoice Recognition for Sage saves time and reduces manual data entry so organisations can utilise less skilled members of the team and controlling what they can do by defining their roles with the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting documents before posting them into Sage.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007

Tuesday, 30 June 2015

Going Cloud and Cloud Sharing - Know the Risks!

Going cloud and sharing documents on a variety of online tools available to any internet user is becoming increasingly common and in fact provides the flexibility and agility that nowadays companies need to have in order to succeed. There are however some dangers namely regarding cyber security and data privacy compliance.
Companies need to ask and answer some questions, like:
  • Who will have access to my documents?
  • Are my documents well protected?
  • Am I in compliance with the legal requirements?
Ensuring the security and privacy of your documents is even more important when dealing with financial paperwork, which represents the major part of the total amount of documents any company stores. Apprehension increases when studies* show that 46% of individuals do not realise that by hosting their information on cloud servers, it has the potential to be stored anywhere in the world.
Hence it is critical to ensure that people are well aware of the risks and that best practices are followed by implementing a document management solution that ensures the privacy and security of all data while providing the flexibility and agility companies need. That is one of PaperLess software many goals, to ensure both security of all data with privacy rules up to document level while, at the same time, enabling companies to easily share their documents across different departments as well as with external collaborators and clients.
In order to do so and because financial documents represent a major part of the number of documents companies need to store, PaperLess integrates seamlessly with different accounting packages (Sage 50 Accounts, Sage 200 Business Suite, SoftOne Professional, UNIT4 Multivers, DI-Business, Mamut Business One, Microsoft Dynamics NAV and AX, Exact Globe and Eyesel Business Suite). This allows PaperLess clients to both share documents through PaperLess software but to also have those same documents directly linked to the transactions in the clients’ accounting software.
In order to increase security and make sure companies keep control at all times over their documents, PaperLess documents are stored on the client’s server and not somewhere in the cloud, something that will only happen if the client has a hosted server. A major security advantage especially when with PaperLess Remote Access users can still securely and easily share and exchange all types of documents directly from their computer like if they were working in the cloud but with all security that only a Server Based Application can offer.
PaperLess also allows users to take document management one step forward with Automatic Invoice Recognition that reduces the need for manual data input up to 80% and Document Approval Flow that gives users a complete audit trail of the document approval process. A new approach to document management and document sharing that brings together the best of both worlds.
*Survey carried out by the Information Commissioner’s Office
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
Amy Jones, Eventura’s Financial Controller
Contact Us
Phone Number: +44 (0) 207 135 2007