Tuesday, 12 January 2016

HMRC Digital Record Keeping - What is HMRC saying about Digital Record Keeping?

HMRC does not specify any rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software). In fact HMRC can charge you a penalty if your records are not accurate, complete and readable so make sure you store your documents in a digital format and well organized making sure that you can have easy access to them.
 
PaperLess software is a powerful document management solution that integrates seamless with Sage allowing accountants and finance professionals to easily manage all accounting and non-accounting documents. Besides being a Sage Developer PaperLess is also listed  in HRMC Record Keeping Software Providers List (http://www.hmrc.gov.uk/softwaredevelopers/mobile-apps/record-keeping.htm), 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 transactions in Sage 50 Accounts and Sage 200 Business Suite.
 
Learn more about the most powerful and seamlessly integrated document management solution for Sage 50 Accounts and Sage 200 Business Suite and see how to fully automate your entire document management process.
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Location: London, UK

Monday, 11 January 2016

New trends in Finance Departments - Direct Linking between Documents and Transactions within the Accounting Software

You have certainly heard buzz about the PaperLess office and hassle free document management process. In this video you can get to know the main challenges companies face when trying to manage their documents in Sage and how PaperLess software can help them doing it in a simple, smart and secure way. Take 3 minutes and know more about PaperLess software for Sage, 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. 

Learn more about the most powerful and seamlessly integrated document management solution for Sage 50 Accounts and Sage 200 Business Suite and see how to fully automate your entire document management process.
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Location: London, UK

Friday, 8 January 2016

5 Deadly Mistakes Companies Should Avoid When Going PaperLess?

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
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Location: London, UK

Wednesday, 6 January 2016

Tips for Sage Users – Is this the year where Sage will…

An important question for all Sage users in 2016… Is this the year where Sage users will finally be able to?
  • Link all accounting documents directly to transactions in Sage?
  • Make the look-up of documents directly from within Sage?
  • Have the complete document approval audit trail accessible from within Sage and directly linked to the corresponding transaction?
  • Automatically extract all data from invoices and post them into Sage?
Well, we have good news for you. The answer is yes, so if you want to know more about how to have this powerful set of features seamlessly integrated with your Sage package just take a look at this 2 minutes video or take a look at thisSage Developer Website.
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Location: London, UK

Tuesday, 5 January 2016

Automatic Invoice Recognition integrated with Sage - How much time do you save by batch scanning documents?


Did you know that, compared to flatbed scanning, batch scanning saves you 1 hour of work for every 100 pages that you need to scan and with Automatic Invoice Recognition you save additional hours of time previously spent on manual data input.
 
Yes, it is true you have now available Automatic Invoice Recognition for Sage so take a look at the video to know how it works. 
Each day it passes without PaperLess more and more paper piles up on your desk and archives, so it is time to book your free online demo to see how easy it is to automate your document management processes.
From Data Input Automation to having all your documents directly linked to your transactions in Sage, PaperLess allows you to organise all your work, reduce the time spent on manual data input and make the lookup of documents with the correspondent approval audit trail directly from Sage. ​​
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Location: London, UK

Tuesday, 29 December 2015

Automatic Data Input in Sage with PaperLess software – Video now available

Automatic Invoice Recognition with associated workflows is core part of PaperLess, a software that integrates seamlessly with your Sage package turning manual data input into a fully automatic and more reliable process, with more than 80% success rate. PaperLess Document Management for Sage also allows you to automatically access all your accounting documents directly from Sage, all you need to do is a simple look-up of the document directly from the transaction in Sage. 
Check now this short video that gives you a brief explanation on how PaperLess Automatic Invoice Recognition feature works and how it allows you to automate your data input processes.
  • Automatic Invoice Recognition reducing manual data entry up to 80%
  • Automation of Purchase Ledger Processing reducing associated costs up to 80%
  • Automatic Matching & Closing of Purchase Orders in Sage 200
  • Automatic Workflows, Notifications & Online Access
  • Documents directly linked to transactions in Sage
  • Powerful Search features so that you find all documents quickly & easily
  • Complete audit trail of the approval flow increasing transparency and data security
The productivity gains are simply huge, minimizing keying of invoice information, avoiding mistakes and dramatically speed-up the process of inputting purchase, sales and other documents straight into Sage. The seamless integration with Sage and the competitive advantages presented by PaperLess are some of the main reasons why increasingly more Sage users are choosing Paperless to manage both thei accounting and non-accounting documents.
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Location: London, UK

Monday, 28 December 2015

Tips for Sage – Automatic Document Capture>Process>Archive archive in Sage, how does that work?


With over 15 years of dedication to Accounting the PaperLess Way™, our purpose is to create a PaperLess office for Sage for all your document management for Sage. PaperLess manages all your paperwork from scanning and adding electronic documents, processing and approving them, to posting them into your Sage instantly. PaperLess does this based on the more efficient document management model Capture>Process>Archive.
Capture>Process>Archive is the way forward when most of the companies are handling electronic document management for Sage via emails. PaperLess capture model provides a complete solution for scanning or adding documents at the front end of a process. Critical data is extracted from documents such as invoices, transformed into useful information to drive the work flow process, and eventually posted into Sage directly. Information can also be routed to multiple departments and functions in various electronic formats in order to achieve a PaperLess office for organisations using Sage.
Now you want to transform your office into a PaperLess office for Sage. Here are a few benefits of PaperLess office which can help you to achieve your goal. First of all PaperLess is fast and light to implement. It usually takes one day to have PaperLess up and running in your organisation. Multiple search functions make it efficient to locate the transaction or document you need with the least amount of data required. You can add documents from your computer or emails into PaperLess workspace within a split second. Then PaperLess invoice recognition using sophisticated OCR technology can find all the necessary information on your purchase invoices. You can even edit accounting lines and create customised template for particular suppliers so that next time you have invoices from the same supplier PaperLess remembers to generate the same template you want. This is particularly useful when you frequently need to manage batched up invoices in one go. Once the invoices are in PaperLess, you can assign them to your colleagues for approval. After the approval process, you can post all types of transaction into Sage directly with documents attached and are able to view updated documents within PaperLess workspace as well.
In addition, to complete the journey of becoming a PaperLess office for Sage you can also collaborate with non-accounting documents by giving access for colleagues to documents in the Other Document Archive without compromising security. Your colleagues do not need access to Sage in order to view those documents because non-accounting documents are only managed in PaperLess.
PaperLess is designed to fully utilise the best features of Capture>Process>Archive methodology to ensure a higher ROI and to help your organisation create a PaperLess office for Sage. Many of the PaperLess features allow you to manage your entire work flow prior to posting into Sage directly from PaperLess. For all the customers that use Sage 50 or Sage 200, PaperLess is a valuable complementary solution that builds the bridge between sorting out your paperwork hassle and posting them into Sage. PaperLess has earned a reputation as an industry leader in developing efficient and flexible accounting software integrated with Sage.
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Location: London, UK

Friday, 11 December 2015

Are you a Sage user? Then this Special Xmas Webinar is definitely for you.


Are you a Sage user?
 
Then this Special Xmas webinar is definitely for you...
 
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. Attend to this 20 minutes webinar and find out why more and more Sage users across UK are choosing PaperLess to manage all their accounting and non-accounting documents. 
 
 
“Unique Features that only a Sage Developer can offer due to the seamless integration between PaperLess and Sage.”
 
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

Thursday, 10 December 2015

Special Xmas Webinar - Find out how to lookup documents directly from Sage

 
PaperLess Special Xmas Webinar - 17th and 18th December so book your place now and join the last webinar of the year
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 directly from Sage. Something that only a Sage Developer like PaperLess Europe can offer. 
  • ​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.”
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

Tips for Sage – How to automatically post transactions into 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.
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Location: London, UK

Wednesday, 9 December 2015

Invoice Management, is this also one of the challenges you face?

Businesses receive invoices every day therefore finding an efficient way to manage and process these invoices is critical in order to run a profitable business. As user-friendly invoice management software PaperLess helps businesses manage all invoices and transactions efficiently and securely by using Automatic Invoice Recognition, Document Approval, and many more PaperLess features.
PaperLess integrates seamlessly with several accounting software including Sage 50 Accounts and Sage 200 so invoice recognition for Sage and document approval with Sage are two useful features for businesses and accountants to work more efficiently with their clients. PaperLess invoice management software is simple, smart and secure.
 
PaperLess is an efficient centralized system that digitizes all your documents, processes and approves them and posts them directly into your existing accounting application, ending up archiving them in the PaperLess accounting archive and other document archive.
By using PaperLess document management is now easy all companies have to do is to add their documents to PaperLess’ software and run Automatic Invoice Recognition which will extracts all the relevant data from your invoices reducing manual data entry and avoiding manual errors. Afterwards the the documents can be sent for approval without leaving the invoice management software. Businesses can post transactions with the relevant documents attached directly into their existing accounting applications and view them in PaperLess and in the accounting application at a later stage.
For businesses and accountants that use Sage 50 Accounts and Sage 200, PaperLess enables them to manage invoices and transactions more efficiently and securely thanks to the seamless integration with Sage 50 and Sage 200. Invoice recognition and document approval for Sage save your time and increases organization efficiency. Organizations can now complete the entire accounting workflow within one single invoice management software by using PaperLess.
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Location: London, UK

Friday, 4 December 2015

How are sage users instantly linking documents into Sage?

Companies now can add documents to Sage instantly by using the PaperLess flexible Add Documents function. PaperLess integrates seamlessly with Sage 50 and Sage 200. Digitising your paperwork in the beginning of your business processes saves time and money because it is more efficient to manage documents electronically.
Every day business receives documents from partners, customers, suppliers, and so on. It is important to be able to digitise them as early as possible in order to reduce manual data entry and manual errors during the work flow process. If you receive paperwork by post, you can scan them directly into PaperLess offering fast integration with Sage, and then flexibly add documents to Sage. This means you are able to post any accounting transactions from PaperLess to Sage directly after invoice approval for Sage without leaving your computer.
Today most of businesses exchange documents via emails and save them in computers. These electronic documents include purchase invoices, purchase orders, agreements, holiday forms, and so on. There is no need to print them out for editing or approval. All you need to do is to drag and drop documents directly from your emails or any other file location in your computer. The PaperLess flexible edit TIF function allows you to merge, split and re-organise documents electronically so working through a batch of paperwork is quick and easy
Accountants can add documents to Sage from PaperLess because synchronisation only happens in the background. First of all, clients can upload documents to PaperLess workspace for their accountants to view and work on by using the PaperLess Add Documents function. Once accountants complete bookkeeping and accounting work, they can then assign and notify clients for approval without leaving the PaperLess workspace. After approval, accountants are able to post transactions with documents attached into Sage from PaperLess. No time is wasted waiting for synchronisation as this happens instantly.
Adding documents to Sage from PaperLess is secure as you can always view transactions in both Sage and PaperLess. You can move the document in view without leaving the accounting lines. Data entry is quick so you save lots of time by viewing all the data together. The document viewed from Sage in PaperLess will show the document and all the approvals history with accounting information.VAT applies in an international context both in relation to EU and non-EU transactions, whether goods or services. 
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Location: London, UK

Thursday, 3 December 2015

Sage Additions Catalogue – What other software and services are available for Sage users?

Sage Additions offers you access to software and services from the Sage developer Network. Check what software Sage Additions Catalogue has available in the Document Management Area.

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 your Sage accounting solution, allowing you to have all your documents directly linked to the corresponding transactions in Sage.


Sage Additions
  • Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
  • Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
  • Eliminate the need to outsource data input services, saving money and the hassle it represents
  • Have all your accounting documents directly linked to Sage
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Location: London, UK

Tuesday, 1 December 2015

How are Sage users Automating Processes with Automatic Invoice Recognition - View the Video

Automatic Invoice Recognition with documents and corresponding approval flow directly linked to Sage transactions are only some of the many benefits PaperLess seamless integration with Sage has to offer. In this two minute video PaperLess in a Nutshell you can find how to fully automate your document management process while exploring the full potential of your Sage accounting package with: 
  • Automatic Invoice Recognition 
  • Automatic Workflow 
  • Documents directly linked to transactions in Sage
  • Lookup of documents directly from Sage 
  • Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
  • Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
  • Eliminate the need to outsource data input services, saving money and the hassle it represents
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
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Location: London, UK
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