PaperLess for Sage

Phone Number: +44 (0) 207 135 2007

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

Complete Audit Trail of the Approval Process in Sage… How does that work?

August 28, 2015 / paperlessforsage / Leave a comment

PaperLess improves the efficiency of document approval for Sage in an organisation. Companies that use Sage now can approve their documents within the PaperLess workspace and then directly post them into Sage from PaperLess. Document approval is critically important in the overall paperless document management process for Sage.

All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by Paperless document approval for Sage. Instead of printing them, manually sorting them out, and delivering them to colleagues responsible for approvals; you can review and approve both accounting and other documents within the PaperLess workspace from different departments. At the same time the PaperLess secure user rights control enables an organisation to give different levels of access rights to employees on certain documents.

Once the approval process is complete you can make a final check on the transactions, and amend any accounting lines in the transaction voucher prior to posting to Sage. Without leaving PaperLess workspace you can then post transactions to your Sage 50 or Sage 200 instantly.

Using PaperLess document approval for Sage 50 and Sage 200 is very easy and secure. The entire document approval process can be done within PaperLess among different colleagues without compromising security and efficiency.

Document approval process for Sage can also be done wherever and whenever you are by using the PaperLess Remote Accessfunction which allows you to review and approve both accounting and other documents away from the office. There are no requirements for terminal server solution. All you need is an internet connection. Bandwidth requirement is low as you only view and approve documents when needed. In addition it is also very easy to invite other users and administrators to join.

PaperLess ClientAccess provides extended functionality so that PaperLess Accountants can offer their clients an efficient and secure way to approve their bookkeeping documents for Sage. PaperLess ClientAccess also enables clients of the PaperLess Accountants to view the accounting archive online.

Clients of PaperLess Accountants save substantial costs as no investment in accounting software is required. Clients are able to save time by completing document approvals for Sage that have been passed to the PaperLess Accountants online within PaperLess workspace, thus effectively reduce employee time previously used in managing the bookkeeping.

What our clients say about PaperLess

Chris Houghton, Eventura’s Owner

“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…”

Jeffrey Summer, Mulderij’ Relationship Manager

“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”

Pradip Shah, Ashgoal’s Business Consultant

Contact Us

Phone Number: +44 (0) 207 135 2007

Check here what HMRC says about record keeping

What does HMRC have to say about digital document storage?

August 27, 2015 / paperlessforsage / Leave a comment

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.

Check here HRMC Record Keeping Software Providers List

What our clients say about PaperLess

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

Chris Houghton, Eventura’s Owner

“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…”

Jeffrey Summer, Mulderij’ Relationship Manager

“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”

Pradip Shah, Ashgoal’s Business Consultant

Contact Us

Phone Number: +44 (0) 207 135 2007

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

PaperLess tips for Sage – How to manage documents in Sage, the PaperLess way?

August 27, 2015 / paperlessforsage / Leave a comment

PaperLess is a centralised document management solution that helps businesses save time, increase profit, and reduce risk. PaperLess is designed to utilise the latest document management methodology Capture>Process>Archive. PaperLess captures all your paperwork from scanning and adding electronic documents to processing them in your accounting applications and archiving in PaperLess folders securely.

PaperLess document management solution encourages businesses to digitise their paper documents as early as possible in the business processes, saving time and money as it is more efficient to handle electronic documents in a centralised document management system. Businesses can scan paper directly to PaperLess or drag and drop multiple documents from emails or computers. Alternatively use PaperLess Printer to print files such as PDF into PaperLess workspace. The PaperLess edit TIF functions enable businesses to merge, split and re-organise files electronically so working through a batch of paperwork is simple and smart.

Paperless Automatic Invoice Recognition uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. PaperLess document management solution handles multiple suppliers with multiple document formats including XML invoices. Automatic invoice recognition saves time and reduces manual errors. Accountants are able to edit accounting information without leaving the accounting lines and send transactions for approval within the PaperLess workspace.

PaperLess document management solution makes sure businesses keep track of their documents in the workflow process with Document Approval functionality. This means that the people involved in the approval process can have access to selected PaperLess folders authorised by your administration.

Businesses can now benefit from PaperLess invoice recognition for Sage as PaperLess integrates seamlessly with Sage 50 and Sage 200. Synchronisation happens at background instantly. After accounting transactions are approved by your colleagues, they can then be posted with the relevant documents into Sage directly from PaperLess. Colleagues are also able to view them within PaperLess at a later stage.

PaperLess document management solution enables businesses to archive both accounting and business documents in separate folders Accounting Archive, and Other Documents Archive, so your company privacy remains secure.

What our clients say about PaperLess

Chris Houghton, Eventura’s Owner

“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…”

Jeffrey Summer, Mulderij’ Relationship Manager

“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”

Pradip Shah, Ashgoal’s Business Consultant

Contact Us

Phone Number: +44 (0) 207 135 2007

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

PaperLess tips for Sage – Sage Additions, the best way to boost the performance of your Sage package

August 26, 2015 / paperlessforsage / Leave a comment

PaperLess is a valuable Sage add-on solution that integrates seamlessly with Sage 50 and Sage 200. PaperLess has the knowledge and ability to provide customers with a complete solution that is tailored to suit their business needs. Sage team has always been supportive to introducing Sage add-on solutions such as PaperLess to their partners and customers.

PaperLess offers fast integration with Sage and at the same time preserves the history of the transactions so that the complete history record of all the accounting years are available in one workspace satisfying the storage requirements for the accounting laws of your country.

The implementation with PaperLess is quick and efficient, clients are normally up and running in one day. As a Sage add-on solution, PaperLess enables you to take advantage of all the investment you have already made in Sage such as installation, work practices, training, etc. There is no need to drop or change your current accounting application to become PaperLess.

1. A simple Sage add-on solution

Installation of PaperLess in your computer is fast and light. There is no need to install on each workstation in your organisation. Synchronisation with Sage is automated so it all happens in the background. Therefore PaperLess is very quick to implement in multi-user environment and it is easy for your colleagues to learn to use the PaperLess workspace so they can collaborate on the same project easily.

The first stage of working on PaperLess is the capture stage. You capture and digitise all necessary information from received paperwork by flexibly add documents from your email or computer. Digitising your paperwork as early as possible in your work flow process saves lots of time and money as it is more efficient to handle electronic documents. You can scan paper directly to Paperless, or drag and drop them from emails and computer. The PaperLess edit TIF function enables you to merge, split and reorganise documents so working through a batch of paperwork is quick.

The powerful search function also makes PaperLess a simple Sage add-on solution for end users. Paperless has a multiple search feature that allows you to locate any transaction or document you need with the least amount of data required.

2. A smart Sage add-on solution

Using two layers of OCR (optical character recognition) technology, PaperLess automatically recognises invoice data and extracts it from your invoice.

After you run the invoice recognition for Sage and edit accounting lines, PaperLess allows you to send transactions to your colleagues for approval.

Once you run the invoice recognition and invoice approval process is complete, you can then post transactions with documents attached to Sage directly from PaperLess. And you will also be able to view them within the PaperLess workspace because synchronisation is immediate.

3. A secure Sage add-on solution

Without compromising security in accounting archive, you can have your colleagues view or approve non-accounting documents as well in the PaperLess Other Document Archive.

The secure Remote Access function in PaperLess looks and feels the same and it is very safe to invite other users. When you are out of the office and still want to finish some work in Sage with your colleagues online, you will find PaperLess as a secure Sage add-on solution by using the Remote Access function.

The PaperLess comprehensive secure user rights for Sage enables an organisation to authorise different levels of access rights to different employees on certain documents.

What our clients say about PaperLess

Chris Houghton, Eventura’s Owner

“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…”

Jeffrey Summer, Mulderij’ Relationship Manager

“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”

Pradip Shah, Ashgoal’s Business Consultant

Contact Us

Phone Number: +44 (0) 207 135 2007

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

PaperLess tips for Sage – OCR Engine in Sage, take a look at the video to learn more about Automatic Data Input

August 25, 2015 / paperlessforsage / Leave a comment

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.

Take a look at the video to learn more

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.

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

“PaperLess has made my role as the Financial Controller so much easier… my time can now be better spent on other important tasks, allowing me to meet deadlines with ease… this feature allows me to save lots of time and manual steps when performing this important and before PaperLess time consuming part of my work.”

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

August 25, 2015 / paperlessforsage / Leave a comment

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.

Get a Free Online Demo Of PaperLess for Sage

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.

Get a Free Online Demo Of PaperLess for Sage

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.

Get a Free Online Demo Of PaperLess for Sage

What our clients say about PaperLess

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

Chris Houghton, Eventura’s Owner

Amy Jones, Eventura’s Financial Controller

Contact Us

Phone Number: +44 (0) 207 135 2007

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

August 25, 2015 / paperlessforsage / Leave a comment

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.

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

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 – How to keep track of accounting documents approval process?

August 25, 2015 / paperlessforsage / Leave a comment

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.

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

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 – What is the best OCR Software for Sage?

August 25, 2015August 25, 2015 / paperlessforsage / Leave a comment

“…a 30% increase in efficiency within the administrative and finance team has been achieved.”

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