Thursday, 12 November 2015

Sage Additions Webinar - How to have all documents directly linked to your transactions in Sage?

Far more than a simple Document Management Solution... Attend to the webinar 18th and 19th November at 10.00am
Being a Sage Developer PaperLess is able to provide you with a powerful software that truly integrates with your Sage package, allowing you to automate your document management processes and have all documents accessible at the click of a button.
  • ​How to reduce manual data input with PaperLess Automatic Invoice Recognition?
  • How to have the complete audit trail of the document approval process directly linked to Sage?
  • How to retrieve documents in seconds by doing a simple look-up directly from Sage?
  • How to have whoever you give authorization to posting transactions and retrieving all information from Sage, even not being Sage users?
“Unique Features that only a Sage Developer can offer due to the seamless integration between PaperLess and Sage.”
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

How are Accountants increasing profit margins by working side by side and in real time with their clients?

PaperLess Accountants Programme is allowing accountants and bookkeepers across Europe to enrich their product portfolio and to provide a distinctive service to their clients while giving them access to a new and recurring revenue source for their companies.
  • 15% to 20% discount on your own installation of PaperLess, including ClientAccess Users
  • 15% to 20% of all revenue from your clients installations
 
With more than 1700 installations across Europe, PaperLess has its Accountants Programme open to qualifying accountants and bookkeepers who wish to use PaperLess to work efficiently with their clients. The programme is designed to benefit accountants and bookkeepers in a number of ways:
A new and recurring revenue source for your company, something increasingly important when considering that PaperLess client loyalty levels are above 90%, ensuring a revenue growth every year.
By acquiring PaperLess you get access to a powerful and reliable software that manages the entire document management process, from the moment documents are received until they are posted to the accounting application.
A distinctive offer to your clients by giving them access to a state of the art technology that ensures the automation of accounting processes, starting by Automatic Invoice Recognition with more than 90% success rate.
Marketing support to help you generate new business leads, with telemarketing actions, email campaigns, among several other actions.
Professional Support for your PaperLess installation, the PaperLess Accountants Programme is delivered through our network of PaperLess Business Partners who will provide implementation, training and consultancy to assist you.

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Location: London, UK

Wednesday, 11 November 2015

Tips for Sage - How can Sage users register their VAT as early as possible with the new PaperLess Dispute Approval Method?

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

Tuesday, 10 November 2015

Invoice Scanning and OCR for accounting documents seamless integrated with Sage

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. PaperLess Printer is a printer driver which a user can print to in order to convert a Word file, or anything else in Windows,to a TIF file in PaperLess. The PaperLess edit TIF functions allow businesses to merge, split and re-organise documents electronically so working through a batch of invoices is simple and smart.
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.
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 and Sage 200 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 our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK

Monday, 9 November 2015

What does HMRC has to say about digital document storage?


HM Revenue & Customs' (HMRC's) aims is to make it as easy as possible for customers to get their record keeping right . HMRC states that you do not need to keep a paper copy of the original documents, you can keep them on paper, digitally or as part of a software program (like bookkeeping software).
This is precisely what PaperLess software allows you to do, so take a look at the video to see how you can have Automatic Invoice Recognition, Invoice Approval and all your documents directly linked to Sage in a simple and easy manner. 
PaperLess is on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to Sage 50 Accounts and Sage 200 Business Suite.
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Location: London, UK

Friday, 6 November 2015

PaperLess Tips for Sage – How to automatically post transactions onto Sage with Automatic Invoice Recognition?

With over 15 years of dedication to Accounting the PaperLess Way, PaperLess manages all your paperwork from scanning and adding electronic documents to making automatic invoice recognition for Sage. Users can use PaperLess advanced Invoice Recognition function to extract invoice data into the PaperLess workspace, run the invoice approval for Sage, and then post them into Sage instantly which only happens in the background.
Automatic Invoice Recognition for Sage reduces manual data entry by extracting all the necessary information from your invoices into the PaperLess workspace, and then post directly into Sage. PaperLess uses two layers of OCR (Optical Character Recognition) technology to recognise the information on your invoices. PaperLess also supports XML invoices and can handle multiple suppliers with multiple document formats.









Every day you receive many invoices and orders at reception waiting for organising, approval, and archiving. Lots of time is spent on sorting the paperwork and then manually entering data into your computer. PaperLess automatic invoice recognition for Sage effectively saves time and reduces manual errors, PaperLess even checks for duplicate transactions when running invoice recognition.
The PaperLess Automatic Invoice Recognition for Sage is smart and easy to use. When you have an invoice scanned to PaperLess workspace, all you need to do is to run the invoice recognition by clicking on one button. It takes only 4 seconds to recognise and import all the data from the invoice into PaperLess accounting lines. You can then edit accounting lines and even create a template for future use so next time when you run invoice recognition for Sage from the same supplier PaperLess will automatically remember using the customised template for this particular supplier.
In addition, PaperLess automatic Invoice Recognition for Sage also allows you to recognise batched up invoices in one go. This is particularly useful when your company receives many invoices from a supplier on a regular basis. Instead of manually entering them into Sage one by one, you can first run invoice recognition on all invoices using the customised template, and then post them to Sage in one go. The PaperLess Invoice Recognition integrated with Sage 50 and Sage 200 maximises work efficiency in an organisation thus create a higher and quicker ROI.
PaperLess integrates seamlessly with Sage 50 and Sage 200, so using automatic Invoice Recognition for Sage helps you to handle your document management in a more efficient way and to directly post transactions to Sage from PaperLess.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Sage Business Partner FUEL IT presents PaperLess Document Management to Sage users in Northern Ireland

PaperLess Europe and its Business Partner FUEL – A Sage Certified Business Partner - decided that it was about time for Sage users in Northern Ireland to know that the seamless integration between PaperLess Document Management and Sage is now available also for them.
The presentation of PaperLess for these Sage 50 Accounts and Sage 200 Business Suite users, which is also open for you to attend, will give the attendees the opportunity to find out why more and more Sage users are choosing PaperLess and see how the software of this Sage Developer integrates seamlessly with their Sage software allowing them to, among many other benefits, have:
Automatic Invoice Recognition reducing manual data input up to 80%
Documents Directly linked to transactions in Sage
Complete Audit Trail of the Approval Process directly linked to Sage
Lookup of documents directly from Sage
Due to its seamless integration with Sage 50 Accounts, PaperLess Software is becoming the option for all Sage users who want to automate their document management processes and to have all their accounting documents directly linked to the transactions in Sage, enabling Sage users to have all their documents at the distance of a click of a button.
The interest shown by Sage users in this workshop, which will be held at FUEL, reveals the need of Finance Professionals, Bookkeepers and Accountants have for a solution that allows them to manage all their accounting and non-accounting documents in a seamless way and that really integrates with their Sage accounting package
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Wednesday, 4 November 2015

Numerii Speeds Up Auditing Processes with PaperLess Document Management for Sage

Numerii is a Bookkeeping & Payroll Services provider that was looking for a way to manage the vast amounts of clients’ data that would allow the company to reduce the number of physical files it had to deal with and to significantly reduce the time spent doing so. 
“The PaperLess Accounting Archive is superb! Best feature is the accounting archive, so easy to use and saves loads of time.”
The seamless integration between PaperLess and Sage 50 Accounts, enabling Numerii to post all transactions and link all documents directly to the transactions in Sage, together with the powerful Automatic Invoice Recognition feature, allowing a significant reduction of the time spent on manual data input, were some of the most distinctive features that led to the choice of PaperLess software.
For Lisa Davis, Numerii’s Director, one of the factors that really differentiated PaperLess from all other offers on the market was the fact that “…with PaperLess documents are directly linked to Sage something important as we only work in Sage.” With the look-up of documents directly from Sage PaperLess ensures that the storage and retrieval of all documents is fast and easy, something essential for Numerii’s daily work and even more important during the company auditing processes. 
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Seamless integration with Sage allowing Numerii to have all accounting documents directly linked and acessible through Sage
Increased speed in auditing processes due to the easy retrieval of all documents needed
Powerful search features in PaperLess Accounting archive saving time whenever looking for documents and/or transactions
Working side by side with clients with PaperLess ClientAccess allowing clients to view, exchange and approve documents in real time
“The PaperLess Accounting Archive is superb!” says Lisa Davis, considering it as “the best feature of PaperLess software, so easy to use and saves loads of time”. In fact and although many of PaperLess clients tends to focus on Automatic Invoice Recognition as one of the features that brings more time savings, Numerii considers the ease of access to all documents as one of the main strengths of PaperLess with their accountants spending less and less time looking for invoices and other transaction related documents when preparing final accounts, since all documents are now accessible directly through Sage.
Having started with a single installation of PaperLess software, shortly after Numerii decided to move ahead with a second installation, increasing the total number of users which shows the overall satisfaction with the results achieved. The company is also planning to start working more closely with its clients via PaperLess ClientAccess, a powerful feature only available for PaperLess Accountants and Bookkeepers that will allow Numerii to exchange documents with its clients in real time directly through PaperLess. Numerii’s clients will also be able to view and approve documents as well as to access PaperLess Accounting Archive, which Lisa Davis considers to be “the best feature of PaperLess software.”
or 
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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The 5 Deadly Mistakes Accountants Should Avoid When Going PaperLess - Video now available

You have certainly heard buzz about the PaperLess office and hassle free document management process. In fact, you might be hard pressed to find an industry journal that hasn’t featured an article on the subject. If you are ready to make the move toward less paper, be sure to consider and avoid the top 5 common mistakes some accountant fellows tend to make.

1. Go completely PaperLess is more Dangerous than Michael Jackson’s song
We do not recommend jumping into a completely paperless office right off the bat. Going PaperLess is a journey not an ultimatum. Too many firms try to transition to a PaperLess office too quickly, and soon find out they are in a worse nightmare than a pre-PaperLess era. Start off at a pace that is right for you and then progressively move into a paper free environment. For example, you could simply start by converting this year’s tax returns from paper to digital. From there, work up to financial statements, and so on. Sounds good?









2. Dismiss the importance of backing up data is like giving up your gold to the bank
Part of the PaperLess process involves consistent data backup. Your data is gold and irreplaceable, so be sure that data backups are a part of your overall plan. Make sure you back up your data on a regular schedule. We recommend you store your data in multiple locations to ensure complete security.

3. Lack of investment in training will not only cost you dearly but miserably in the future
Always remember, training up front will save time and money later! For successful implementation, an investment in training can make all the difference. When you train employees on the software tools as well as the processes you put in place for document management, you can save endless hours of frustration later. Even just having a few selected employees with in-depth knowledge of the software will help foster an understanding throughout your office. You will find that your investment in training will be returned many times over in the foreseeable future.
4. Neglect documentation process. So you think you know everything?
Proper documentation will facilitate a smooth process. To keep your new process at the forefront of all your colleagues’ minds and to ensure consistency in practice, it is extremely helpful to develop and document your firm’s processes for creating, managing, and approving electronic documents. Having documented policies and manuals that are consistent and readily available improves efficiency.
5. Black spot on scanner equipment
Here is the last one we think you deserve a kind reminder. It is important to include details on the scanners required to support your move to PaperLess in your overall process. Going PaperLess requires a certain grade of scanners and accessibility to these systems. High-speed feed scanners can handle large volumes of paper documents. TIF 300 dpi, black & white, and Group 4 (CCITT) compression can optimise the OCR engine when it comes to automatic invoice recognition. Overall, having the right equipment will help the PaperLess process run smoothly.
With a solid understanding of the process itself, you will soon see that starting down the path to PaperLess is not as overwhelming as you might have thought. Actually it can be a smooth and easy transition that will eventually translate into dramatic time and money savings.
About PaperLess Software
PaperLess software is a powerful solution that uses automatic invoice recognition, data input and document matching together with electronic document flow and online document exchange and approval to improve the efficiency of accounting systems. You can now take full advantage of your accounting solution with a simple, smart and secure software that allows you to seamlessly automatize processes and increase your company productivity, profit margins and data accuracy levels.
Check now PaperLess software and see what this powerful solution already implemented in more than 1700 sites across Europe can do for your business.
  • Increase efficiency levels with system automation
  • Increase Productivity Levels and Revenue Margins
  • Reduce operational costs across the entire company
  • Communicate live and exchange information with clients
  • Gain competitive advantages and differentiation factors
With over 1700 client users across Europe, PaperLess software is integrated with an array of different accounting software (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, etc.) and manages the whole routine from scanning or adding electronic documents to processing them in the accounting systems.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Monday, 2 November 2015

The critical role of document control in workflow management

All sizes of businesses are concerned about the document control in their organisations. Document control plays a critical role in workflow management. Companies want to improve their document management without compromising security. Some companies are still not sure about going paperless with their organisations because they are afraid that they will end up losing control over their documents online.
PaperLess manages all your paperwork from scanning and adding documents to processing them in your accounting applications. Moreover, the PaperLess solution provides secure user rights control so your team will always be given the right access to the right documents.
First of all, in order for better document control, digitising documents as early as possible in the workflow process is crucial. Electronic document management within one workspace is much easier to handle than paperwork flying around the desks in different departments. PaperLess also enables businesses to add any documents (invoices, orders, agreements, holiday forms, etc.) from emails or computer directly to PaperLess workspace. Alternatively any paper document can be scanned into PaperLess.
Once the documents are digitised, and employees start dealing with electronic invoices, run the automatic invoice recognition to extract all the necessary data from invoices. For businesses that receive many invoices from the same supplier, PaperLess creates customised template so next time you run invoice recognition for invoices from the same supplier, the customised template will automatically be generated saving your organisation time editing the accounting lines over and over again.
The most notable thing for document control is to give your team the correct access rights for document approvals and project collaborations. This way there is no need to compromise company security. For example, a new project is assigned to your HR team in the PaperLess workspace. Employees are able to upload, view, and approve any documents. There is no need for them to view or edit any accounting transactions in PaperLess. Document control can be easily done with PaperLess by setting the right level of access for each of your team members so they are able to view certain documents in the PaperLess workspace without compromising organisation security.
Remote access is an additional way for a secure document control by being able to access to the documents online anywhere and anytime. Organisations can work remotely and are able to keep updated with any changes of the workflow management happening in the organisation. 
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Document Approval Audit Trail accessible directly from Sage – Take a look at the video to know more

Efficient document workflow plays a crucial role in business management. PaperLess helps your organisation determine the best workflow management for your business. Capturing information at the start of a workflow process allows organisations to manage critical information while reducing manual labour costs such as data entry, sorting, filing and storage. PaperLess 
improves the efficiency of core business functions and enhances data quality by using Add Documents and Automatic Invoice Recognition.
Add Documents function allows businesses to drag and drop digital documents from emails or computers. Alternatively, use PaperLess Printer to send documents directly into PaperLess workspace. It is crucial to digitise your paper documents as early as possible in the document workflow process so document management can be efficient.
Automatic Invoice Recognition is a useful tool for companies that process many invoices every day. PaperLess automatic invoice recognition feature uses OCR (Optical Character Recognition) technology to extract the relevant data from your invoices into PaperLess workspace. Businesses can save time on manual data entry and prevent human errors. PaperLess also integrates seamlessly with Sage 50 Accounts, Sage 200 Suite and many other accounting applications, so PaperLess invoice recognition with Sage happens instantly at the background. Businesses are able to post transactions directly from PaperLess into their existing accounting applications with the relevant documents attached. They can also view these transactions with documents in the accounting application at a later stage.
The next step in the document workflow is to process and approve your documents. PaperLess document approval enables people who are involved in the approval process to work more efficiently with their colleagues and ensure that any document that requires approval can be tracked through the approval process. All business documents such as holiday forms, expenses, quotations, and contracts can be managed by PaperLess Document Approval.
As an efficient workflow management solution, PaperLess allows businesses to manage both accounting and non-accounting documents separately and securely. Colleagues can be given access to documents in the Other Documents Archive meaning there is no need to compromise security in the Accounting Archive. Organisations can now collaborate effectively whilst avoiding any duplication of documents.
There are 10 different user rights and a complete set of user rules for flexible control over the document workflow process. This helps businesses to maintain the highest levels of security. Each user can have access to one or more companies in PaperLess with different levels of user rights authorised for each company. With one single window in PaperLess, it is easy to configure all your user rights for the organisation.
What our clients say about PaperLess
Amy Jones, Eventura’s Financial Controller
Chris Houghton, Eventura’s Owner
Contact Us
Phone Number: +44 (0) 207 135 2007
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Location: London, UK
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