7 New Ways to Handle Your Documents in Sage

Do you already have software that manages the output of documents, and now you need software to manage incoming documents?

Some software applications help you handle outgoing documents and even document filing for these outgoing documents too. But when you are still receiving loads of paperwork every day sent from suppliers, authorities and customers, you need software to ensure you can avoid drowning under extra paperwork.

In this white paper you can find 7 new ways to handle your incoming documents and what a good document management system can do for your business:

• Increase Productivity Levels and Revenue Margins
• Increase efficiency levels with system automation
• Reduce operational costs across the entire company
• Communicate live and exchange information with clients
• Gain competitive advantages and differentiation factors

PaperLess Document Management for Sage focuses on managing your incoming documents which means managing your entire workflow process in the organisation from adding documents to processing data, from approving documents to saving all types of transactions in the accounting or non-accounting archive.

So here are 7 new ways you can now improve in your day-to-day operations and how PaperLess can make your business more efficient:

1.    Adding incoming documents to PaperLess

• Adding any type of incoming paper or electronic document in multiple file formats including office documents or any scanned image
• Comprehensive user rights control so that certain users have restricted access to certain documents or folders
• Multi-user, multi-company functionality so that certain company documents are restricted for certain users
• PaperLess users do not have to be users in your accounting application

2.    Managing incoming paperwork

• Never lose any time working out where your documents are in the business process
• Locate any document quickly and easily
• View all your documents in the PaperLess workspace, different views mean you can always see where your paperwork is within a business process
• Create accounting transactions directly from the source document images and post the transactions directly into your accounting application
• View the document in PaperLess from within your accounting application

3.    Automatic Invoice Recognition

• PaperLess reads the document image and extracts accounting data ready for posting directly into your accounting application
• Two layers of invoice recognition technology means high flexibility so that manual data entry is reduced

4.    Workflow Approvals

• Any document, accounting or non-accounting related, can have one or more recipients attached to it for approvals
• Full audit trail for each documents approval process

5.    Secure Remote Access

• Remote Access application (9MB file) can be run anywhere via the Internet and has all PaperLess functionality available

6.    Other Document Archive

• For non-accounting documents such quotations, HR documents, policies and procedures there is no need for any other external database or application
• Any business document can be archived with its own meta-data so that it can be located within the PaperLess search functions

7.    Reporting

• Extensive reporting options with output to Excel that enable reporting on documents posted in the accounting, outstanding in workflows and stored in non-accounting documents archive.

The PaperLess Benefits

Save Money

• Increase efficiency in your business process by saving time and reducing errors. Reduce business costs for processing, printing, copier and storage.

Increase Profits

• Communicate more effectively within the organisation by centralising document management, using workflows to manage business processes, approving documents during the process and reducing environmental impact of business.

Reduce Risk

• Protect data within your business, archive all documentation securely, manage a complete audit trial of processes and locate information quickly.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Going PaperLess with the Best Document Management for Sage

Accountants, Finance Directors, CFO’s and many other Sage users are looking for an efficient and user friendly solution that allows them to have a paperless bookkeeping environment while automating their document management processes. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online to improve your bookkeeping efficiency by saving time on accounting document management and reducing manual data entry with a powerful OCR engine that integrates seamlessly with Sage.

Thousands of users across Europe are using PaperLess technology to work securely and efficiently with their clients. PaperLess integrates with Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online, Mamut, Microsoft Dynamics NAV and many more accounting applications so that accountants and their clients can upload and approve documents, view transactions in Sage with the relevant documents attached, and use Automatic Invoice Recognition to reduce manual data entry.

Take a look at the video and find out how to go PaperLess in Sage or Visit PaperLess Website to Know more about PaperLess Document Management for Sage

https://player.vimeo.com/video/120782347

With PaperLess bookkeeping software accountants and bookkeepers can manage all their working papers, practice documentation, clients’ documents and their workflow approval process both internally and with their clients.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Document Management built-in Invoice Approval Software

Companies can now enjoy hassle-free workflow management with PaperLess Document Management for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online. PaperLess enables businesses to manage all their electronic documents and complete the workflow process by using automatic invoice recognition, workflow approval and many other smart features in PaperLess software. PaperLess also offers seamless fast integration with Sage and other accounting applications, meaning organisations do not need to give up their current accounting application in order to go paperless.

Thousands of Finance Professionals in Europe have found PaperLess Software a helpful solution to work securely and efficiently with their clients. With PaperLess, accountants can manage all their documents and working papers, clients’ documents and their workflow approval process both internally and with clients.

PaperLess integrates with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online so that Finance Professionals can upload and approve documents, view transactions created in Sage with the relevant documents, and use invoice recognition for Sage to reduce manual data entry and manual errors.

With over 1700 installations in Europe, businesses are also using PaperLess for better workflow management within the organisation.

https://player.vimeo.com/video/124496807

1. Simple workflow management

PaperLess office software is easy to use for efficient electronic document management. Documents can be added from emails or computer to the PaperLess workspace. Digitise any paperwork as early as possible in the workflow process by scanning them into the PaperLess workspace.

Since PaperLess integrates with many popular accounting applications such as Sage, there is no need to give up your existing accounting application in order to use PaperLess. After the documents are ready, you can post them from PaperLess directly into Sage.

2. Smart workflow management

PaperLess automatic invoice recognition extracts all the necessary data from invoices. It is quick to run the invoice recognition. This function allows businesses to create a customised template for each supplier so it saves time to edit accounting lines every time you receive an invoice from the same supplier.

When the invoices are posted to Sage, you can view them both in Sage and in the PaperLess Accounting Archive. Transactions can be posted with the relevant documents attached from PaperLess into Sage and can be viewed at a later stage in PaperLess.

3. Secure workflow management

The PaperLess Document Approval function is critical for a better workflow management. Companies can assign both accounting and other documents to responsible colleagues within the PaperLess workspace, so they are able to view, approve, and notify each other without sending documents back and forth via emails.

Remote Access allows organisations to work with their team anywhere and anyplace via the Internet without compromising security. Secure user rights give different levels of access rights to certain folders for certain colleagues. This is useful especially when a team would like to collaborate in a project but do not want others to view accounting documents.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Document Management for Sage, how does it work?

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, Sage 200 Business Suite and Sage 200 Extra Online and see how to fully automate your entire document management process.

https://player.vimeo.com/video/120782347

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Invoice Management for Sage with Approval Software – How does it work?

Sage is a credible and comprehensive accounting application to manage all your accounting transactions. Customers have been looking for a Sage add-on solution that integrates with Sage and offers invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage.

PaperLess provides you with a secure way to ensure that your purchase invoice approval 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.

https://player.vimeo.com/video/124496807

There are many benefits to have invoice approval for Sage function in a PaperLess account management 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.

See how simple and easy it is to have Automatic Invoice Recognition with Complete Audit Trail of the Approval Process directly in Sage.

PaperLess invoice approval for Sage is fast and 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 besides the invoice approval functionality. 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. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled by the Paperless Other Documents Archive. Therefore it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Having all accounting documents at the distance of a mouse click… The new way to manage accounting documents has arrived.

If keeping track of all documents and transactions used to be seen as a hassle by Finance Professionals nowadays that is no longer the case. Currently, as soon as an accountant receives a document he brings it into PaperLess and all the information is extracted from it with PaperLess powerful Automatic Invoice Recognition feature that, with more than 80% success rate, fills in all different fields.

With PaperLess full system automation, transactions can be immediately posted into Sage with the corresponding document automatically linked to it, meaning that all your accounting documents are now at the distance of a click of a mouse button.

https://player.vimeo.com/video/120782347

PaperLess Document Management for Sage revolutionised the way accountants work, since all their documents, receipts and invoices are linked to the transactions in Sage, turning document management into a simple and straightforward operation.

Find out more about PaperLess Document Management for Sage 50 Accounts and Sage 200 Business Suite

A hassle free process that speeds up all document management processes from the moment they are received, either by email, post or whatever other format and that allows accountants to have all the information at the click of a button away.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

PaperLess duplicates number of clients in 2016 reaching more than 1000 users in UK and Ireland

The triple digit growth numbers achieved over the last 3 years in the UK and Ireland, with more than 1000 Sage users going PaperLess, clearly shows that demand for software like PaperLess continues to grow, with companies across UK and Ireland becoming increasingly aware of the value digital invoice and document management automation has in their business growth.

The seamless integration with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online making documents accessible from within Sage accounting line, together with Automatic Invoice Recognition, Invoice Approval and automatic processing of documents received via email made PaperLess software the preferred choice for Sage users wanting to automate their document management processes.

https://player.vimeo.com/video/120782347

• Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
• Keep all your data organized and updated in your accounting software.
• Have all documents automatically associated to the corresponding transaction.
• Get rid of your paper archive by easily turning it into a digital one
• Automatically associate your digital or paper documents to the corresponding transactions
• Whatever documents you need at the click of a button, saving you time and money while increasing productivity levels.
• Online access to all transactions and associated documents – whatever you need, wherever you are.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How easy is it for Finance Professionals to go PaperLess?

Well, if you are using Sage 50 Accounts, Sage 200 Business Suite or Sage 200 Extra Online it is in fact very easy. The seamless integration created by Sage Developer, PaperLess Europe, allows Sage users to go PaperLess while automating their document management processes and reducing time spent on manual data input.

Yes, that’s right, PaperLess Document Management has built-in a powerful OCR software. This way Sage users have access to Automatic Invoice Recognition to automate invoice processing routines, with documents and corresponding approval flow directly linked to Sage transactions, making it much faster to not only process documents but also to retrieve them.

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 Approval Workflow 
• Documents directly linked to transactions in Sage
• Lookup of documents directly from Sage 

Take a look at the video or Visit PaperLess Website to find out more

https://player.vimeo.com/video/120782347

• 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

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Sage Accounts Automation – From Invoice Processing to Automatic Worflows

Companies and especially Finance Departments are looking for an efficient and simple solution for processing their accounts in Sage. PaperLess improves your accounts process by effectively reducing manual data entry work with a powerful OCR Software and posting all types of transaction directly into Sage from the PaperLess workspace.

Besides giving access to Sage users to the powerful PaperLess Automatic Invoice Recognition, PaperLess also allows companies to have easy access to the Document Flow feature which due to the seamless integration between PaperLess and Sage, allows Sage users to have the audit trail of the approval process directly linked to Sage.

PaperLess offers fast and seamless integration with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online so visit PaperLess website to find out why more and more Sage users are choosing PaperLess to automate their invoice processing routines and to automate their document management processes.

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Invoice Management with Automatic Detection of Duplicate Invoices

Making sure that no duplicate invoices are posted onto Sage is one of the challenges many finance professionals face, especially when dealing with large number of invoices. Seamlessly integrated with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, PaperLess software allows you to keep control over all your accounting documents as well as to automatically detect if any duplicate invoices are being processed preventing them to be posted into Sage.

PaperLess Europe is a Sage Developer that gives Sage Users access to the most powerful Document Management solution for Sage by bringing together Automatic Invoice Recognition, Document Approval and direct link between all accounting documents and your Sage accounting package.

Click to see the seamless integration between PaperLess and your Sage.

• Automatic Invoice Recognition
• Automatic Posting of Invoice onto Sage
• Automatic Detection of Duplicate Invoices
• Automatic validation of VAT Numbers

Visit PaperLess Website or Take a Look at the Video to Find Out More

https://player.vimeo.com/video/194366459

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com