Tuesday, 24 November 2015

What is OCR and how to use it in Sage?

OCR software is technology that transforms all types of images (handwritten, typed or printed) into an electronic format. It is, in fact, the foundation of electronic document management. It allows you to browse through the registered documents, hence the entire archive of your company.
 
 
 
Will paperless accounting software integrate with existing accounting software?
Paperless office software offers fast integration with Sage, Microsoft Dynamic, Mamut, and many other accounting applications. Don't let the fear of integrating paperless accounting software stop you from making the step towards paperless office software.  Just make sure you choose a solution provider that has this feature, to start benefiting from a unified system of your company’s accounts.
Will paperless office software keep track of my payment system?
Again, the answer to this other question is yes. Through the invoice approval workflow system, you will be able to visualize and control all the invoices and bill payments. Plus, as long as long as you are authorised to do so, you will be able to access the software from any computer. The invoice approval workflow tracks all the invoices, while also being able to enforce and streamline approvals.
Is paperless office software secure?
Yes, going digital is more secure than the conventional paper method. Digital signatures and electronic documents are now being globally accepted by the laws of every country. Moreover, with the availability of encryption, it is difficult to forge an electronic signature, which minimizes the risk of fraud involved with going paperless.
What stops some companies from adopting paperless office software?
There are various reasons why companies might not go paperless; senior management is not convinced by it, some stick with traditional methods through habit, some think that paperless office software is expensive to implement, and some might simply be overwhelmed and apprehensive of the new features. The underpinning reason companies fail to adopt the paperless system is a lack of understanding of what it takes to achieve a paperless office. The best way to overcome a lack of understanding is to research the features of current paperless office solutions in the market, to find a solution that suits your business.

Monday, 23 November 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 as available in the Document Management Area.
 

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 

For more information about PaperLess software simply go to Sage Additions Catalogue or copy paste the link from Sage Additions Website into your browser:https://my.sage.co.uk/public/additions/details?additionId=931 

Friday, 20 November 2015

Going Paperless, Going Green while automating your Document Management Processes

Nowadays, people are always searching for ways to help the environment and save money. By using paperless account management and paperless office software you can become a more eco-friendly office and save a pretty penny. Due to the high demand for paper, it has really put a dent in forests, which reduces the oxygen and homes for animals. This can be easily avoided.
You may be shaking your head thinking that there is no way that your business or office could go paperless. I know, we have all grown up to depend on paper, but the truth is that it is 2013 and now everyone is starting to depend on technology. It’s time to move on. Creating a paperless office is easy and affordable, not to mention a lot more efficient.


Actually, the phrase “paperless office” has been creating quite a buzz. It is very easy to see why, though. There are many advantages to going paperless such as:
  • Less clutter
  • Easy to find documents
  • Overall cheaper than paying for ink, paper, etc.
Take a good look around your office. You will probably see stacks and stacks of useless papers and, even if there was something important you needed, it would take you an hour to find it in that chaotic mess. Just think of how nice it would be to just type in the document name and…BAM, you have it right in front of you. Filing cabinets are convenient if you are extremely organized and only have one or two employees, but it will get filled up soon, and what are you going to do when it does? Buy another filing cabinet? Pretty soon, you won’t have any room in your office for a desk and chair.

How Do I Start Paperless Account Management?

It really is easy. All you have to do is get a scanner/printer machine and scan all your documents. This will instantly save the documents onto your computer. If you don’t know how to do it, or if you have lots of documents to scan, you can hire another company that specializes in the service to do it for you. Once they have all been scanned, the records management software will allow you to have instant access to the documents.
As you can see, it is very beneficial for companies, no matter how big or small, to invest in going paperless. It can end up saving a lot of time and money and a lot of headaches. If you have been looking for a way to have easier access to your important paperwork and less clutter around the office, paperless office solution may be the answer you are looking for.
 

Sage Users Tips - Prevent fraud through automatic VAT validation in Sage

Provide an outstanding service to your clients with PaperLess software which, among many other benefits, enables you to prevent fraud by automatically validating VAT numbers on your supplier invoices. This way you can be sure that all VAT numbers on the invoices received are valid and that all data posted into your Sage accounting package is correct. A feature which is only a small part of what PaperLess software has to offer you.
What is paperless office software?
  • Automatically know whenever an invoice with a fraudulent VAT number is received, so that you can immediately act upon it;
  • Being a bookkeeper, differentiate yourself from your competitors by providing an outstanding and reliable service to your clients;
  • Instead of spending hours analysing data to find frauds, save time by automatically detecting them as soon as the invoice is received and processed in PaperLess;
  • Ensure a correct VAT return by eliminating non-valid invoices;
  • Prevent legal issues due to fraudulent VAT numbers;
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

Thursday, 19 November 2015

PaperLess tips for Sage - What are the benefits of PaperLess office software?

Businesses today recognise the challenge of maintaining an orderly document management system which the whole business can adopt and work from. The average businesses' daily document management can include creating, archiving and retrieving documents. Some of this is done electronically (via computers and other technology like scanners, accounting software etc), whilst others are done traditionally throgh paper documentation. With this system you can easily a lot of time just managing paperwork.
 
There is an alternative to all this. An alternative which can increase efficiency, productivity and also save your business some money. That alternative is called paperless office software. 
 
What is paperless office software?
 
Paperless office software is a technology that allows paperless account management by means of record management software and electronic document management. It is in fact, the perfect method to create, store and access all the data your accounts contain. Paperless account management has its roots in the OCR software, which was the first system to introduce electronic documents.
 
What is OCR software?
 
The OCR software was first used to translate any type of document into files that can be read electronically. It doesn’t matter if these files are typewritten or printed texts, the OCR technology transforms them into electronically available formats. Furthermore, with OCR technology all electronic documents in the system are easy to be found and extracted. This type of electronical document management tremendously reduces the errors and time consumed, making the accounting software and records management software highly effective and secure.
 
 
How can my company benefit from paperless accounting software?
 
There are many benefits of paperless office software:
  • creation and storage of electronic documents meaning there will be no time and money wasted on storage spaces
  • documents and data that are easily found and accessed, meaning you will no longer have to spend precious time just looking for an information
  • security of data and documents through encryption and electronic signatures
  • easier regulatory and industry compliance, since transparency and accountability in the audit trail is a strong feature of electronic management. This will save money and your employees’ time of processing compliance measures
  • smooth workflow
  • sharing information with colleagues, granting fast communication between departments
  • more environmentally friendly than paper- less forests being cut down to produce paper
  • invoice approval workflow leading to streamlined invoice management 
What is invoice approval workflow?
 
The invoice approval workflow tool is available in a paperless office software tracks all the invoices through an electronic system. This feature makes the entire payment process visual, making it more transparent and easier to follow. The invoice approval workflow tool can be accessed from every computer, and even remotely by authorised personnel.
 
 
How safe will my documents be if I choose to go paperless?
 
While some businesses might feel safer having the “papers in their hands”, many businesses need more re-assurance when it comes to the security user rights of company documents. One major advantage of going paperless and adopting electronic document management methods is the ability to use encryption. A digital signature is impossible to forge and protected electronic documents are impossible to be accessed without the correct identification data. The laws all over the world respect and recognize electronic documents and signatures as being valid.
 
Paperless accounting software is designed to ease your company’s work by increasing efficiency and productivity. The improved security of electronic document management and its convenience and ease of use are the icing on the cake. 
 
What other reasons does your business need to join the paperless movement?
 
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

Wednesday, 18 November 2015

PaperLess Accountants Programme - Only available for Sage Users

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.

Monday, 16 November 2015

Are you a Sage user? Then this free webinar is definitely for you.

Are you a Sage user?
Then this 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.”
Contact Us
Phone Number: +44 (0) 207 135 2007

Friday, 13 November 2015

18th and 19th November Sage Additions Webinar - Book your place now

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

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

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.

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;

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

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.

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