Month: February 2016

Automatic Invoice Processing in Sage now available… Take a look at the video to see how it works

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PaperLess enables businesses to convert PDF to OCR. PaperLess uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract information from your invoices directly into PaperLess workspace. PaperLess also supports XML invoices.

PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats is easy to manage. Automatic Invoice Recognition saves time and reduces manual data entry so that your office clerks can work more efficiently.

Take a look at the video to see how this works?

Converting 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.

First of all, use Add Document function in PaperLess to drag and drop your PDF documents from emails or computer into the PaperLess workspace. Alternatively, print the document into PaperLess by choosing PaperLess Printer in the option area. Once PDF documents are added, convert PDF to OCR by using PaperLess Automatic Invoice Recognition which takes only few seconds to recognise the relevant data from your invoices.

Converting PDF to OCR is quick and easy at the start of the workflow process. PaperLess integrates with Sage 50 Accounts, Sage 200 Suite, and many more accounting applications because synchronisation happens instantly at background.

After documents are converted from PDF to OCR, PaperLess invoice recognition for Sage and other accounting applications allows businesses to post transactions directly to your existing accounting application. All transaction types can be prepared and then posted from PaperLess saving time and increasing efficiency. Documents are available to view in the Accounting Archive instantly without any waiting because PaperLess integrates with many accounting applications such as Sage, Pastel, Microsoft Dynamics NAV, and Mamut.

Additionally, all PaperLess functionality is available in Remote Access. Paperless Remote Access is a convenient function that enables businesses to have access to documents anywhere and anytime. The secure Remote Access via the Internet looks and feels the same as PaperLess workstation. Bandwidth requirement is low as documents are only viewed when needed.

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Would you like to have all documents automatically attached to your accounting transactions?

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PaperLess software allows you to automatically attach documents to your accounting transactions in a fast, simple and secure way. A powerful feature that improves the efficiency of your accounting system by using automatic invoice recognition, electronic document flow and archiving, enabling you to effortlessly have all your documents automatically associated with your accounting transactions.

  • Reduce time spent on organizing all your documents through system automation
  • Have all documents digitally stored and automatically linked to your accounting transactions
  • Provide a distinctive service to your clients, gaining competitive advantages
  • All documents available at the click of a button
  • Powerful search feature for quick and easy access to your documents

Take a look at the video to see how this works?

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Case Study – How to get a PaperLess Accounting Archive for Sage and what benefits will you experience?

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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 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.

Read now the full version

Take a look at the video to see how this works?

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.

With the implementation of PaperLess software Numerii aimed to reduce the time spent on entering invoices and on retrieving data during audits. For that the company relies on PaperLess Automatic Invoice Recognition feature, which allowed reductions of 20% in this process and is improving every day, as well as the ease of access to all data either directly through Sage or via PaperLess Accounting Archive, turning audits into a much simpler and faster process than before.

“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.

Read now the full version

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Approval Audit Trail and Accounting Documents Directly Linked to Sage. How does this work?

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PaperLess integrates seamlessly with Sage and make sure businesses keep track of their documents in the document approval process. All business documents such as purchase invoices, holiday forms, travel expenses, purchase orders and quotations can be managed by PaperLess Document Approval.

The first thing businesses need to do is to manage all the documents electronically, both accounting and non-accounting. If your business is still processing paper documents manually, it is time to go paperless for a more effective document approval process.

Approving documents electronically speeds up the document approval process and avoids misunderstandings among colleagues. For accounting transactions such as purchase invoices, once the document approval process is complete, the person responsible can make a final check on the transactions and amend any accounting lines in the transaction voucher prior to posting into your accounting application.

Take a look at the video to see how this works?

Efficient document approval process that integrates with your existing accounting applications saves time and reduces risk. There is no need to save duplicate documents in different locations. PaperLess integrates with many accounting applications such as Sage 50, Sage 200, Mamut One, Microsoft Dynamics NAV and many more. Synchronisation happens instantly in the background. It is crucial for businesses to post transactions into their accounting applications straight after the document approval process in order to prevent any delay of the workflow process.

Businesses can also manage their non-accounting documents in a separate secure folder where flexible user rights are granted at different levels. Companies can give access to team members for documents in the Other Document Archive, meaning there is no need to compromise security in your accounting records. Your team is still able to collaborate effectively whilst avoid saving duplicated documents in multiple locations.

PaperLess centralised document management system enables businesses to complete their entire document approval process for both accounting and other documents securely and efficiently.

Check now more PaperLess’ benefits and videos

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

 

What are Sage users missing everyday they spend without Document Management Automation

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Everyday it passes without having PaperLess managing all your documents your paper problem gets worse with piles of paper becoming bigger and bigger and productivity levels decreasing. Documents stored in your email inbox continue cluttering it and the more time it passes more time it takes you to find the documents you need both in your paper archive as well as in your inbox which you have turned into a repository of digital documents.

What about when you receive a huge batch of documents and you have to spend hours typing in information when you could have at least 80% of that done automatically with PaperLess Automatic Invoice Recognition?

Tired of having to go through emails back and forward to find out who approved what and why changes were made to the document and things were posted the way they were, when you could have access to all this by simply looking at PaperLess Approval Audit Trail?

It is time to put an end to all this problems and Book an Online Demo of PaperLess Document Management for Sage. You will then find out why PaperLess has more than 1700 installations across Europe and last year only more than 200 UK Sage users have started using PaperLess software.

Contact us know to Book Your Free Online Demo

​Do you want to know more about some of PaperLess main features?

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Aberdeen Report shows that best in class companies spend just 20% of laggard companies costs with invoice processing

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Lack of visibility into invoices and documents is cited in 45% of cases as the leading driver for change by companies looking at reducing the inefficiencies in their accounts payable departments, according to research made by the Aberdeen Group published in their report; “AP Invoice Management in a Networked Economy.”*

The best in class companies in the Aberdeen report found that their costs were just 20% of the laggard companies for invoice processing and that it took them just 25% of the time. These companies are renowned for investing in technology that enabled the automation of invoice receipt and workflow processes, integrating this technology into their ERP systems.

For Sage 50 and 200 PaperLess has enabled best in class organizations to put an end to inefficiencies by automating processes from the moment documents are received. Taking these actions ensured that these companies had the capability to manage a centralised invoice management process, match purchase invoices with purchase orders, receipts and contract documentation.

Click here to read the full article

PaperLess in a nutshell

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Sage Users Videos – How to do the look-up of documents directly from within Sage?

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Imagine how it would be and how much time you will save if you could have all your documents directly linked to your Sage transactions.

Now that is possible with Ctrl + Alt + P in Sage

With PaperLess you can have all your documents organised and easily accessible by having them directly linked to the corresponding transactions in Sage 50 Accounts or Sage 200 Business Suite, allowing you to save time and money while increase productivity and efficiency levels. To better explain you how you can do this we would like to invite you to a PaperLess Free Online Demo.

Book your Free Online Demo and learn how to exploit the full potential of your accounting system with PaperLess, a powerful software solution that integrates seamlessly with Sage 50 Accounts and Sage 200 Business Suite.

  • How can you easily have all documents linked to Sage transactions and look them up directly from Sage.
  • How you can post transactions directly from PaperLess into Sage and automatically update numerous fields.
  • How you can have all your accounting and non-accounting documents digitally stored and organised, with secure online access to you, your employees and clients.

Want to know more, take a look at the video!

Booking your Free Online Demo is Simple, Smart and Secure, just click here and send us an email so that we can schedule it accordingly to your best convenience. See now why PaperLess has been chosen to be present in more than 1700 sites across Europe and how we help our clients to save time and money, while increasing company’s productivity and profitability.

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

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

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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 bookkeeping 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.

Check here what HMRC says about Record Keeping or visit PaperLess Website

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, 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.

Just follow the link to know more about PaperLess Document Management for Sage or take a look at the video below.

Is it possible to truly get a PaperLess office and are there any benefits from it?

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Many companies are looking for a hassle-free solution to achieve a paperless office for Sage. PaperLess integrates seamlessly with Sage and synchronisation only happens in the background.

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.

Want to know more, take a look at the video!

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.

 

What our clients say about PaperLess

“…when the auditors come in, we do not have to wait for them to ask us for documents. They themselves can find them in PaperLess.”

Pradip Shah, Ashgoal’s Business Consultant

“Our accounts department can now spend valuable time on other tasks, allowing them to easily meet deadlines and gain a greater level of control”

Chris Houghton, Eventura’s Owner

“…you do not have to keep your receipts… everything can be delivered digitally: invoices, but also restaurant receipts.”

Paul Van der Baan, founder of Paray

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

What is Sage AIR? Last webinar day is tomorrow so book your place now

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The 1st Sage AIR Webinar is happening as we speak so Book Your Place Now for tomorrow’s session

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.

What questions can you expect to see answered during Sage AIR webinar:

  • 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 access to all transactions you have in Sage in a matter of seconds?

Visit PaperLess Website to know more about PaperLess Document Management for Sage.

“Unique Features that only a Sage Developer can offer due to the seamless integration between PaperLess and Sage.”