Sage Additions – Book a Free Online Demo of Document Management for Sage

Sage Developer, PaperLess Europe, is offering Sage users a Free Online Demo of the Document Management solution developed for  Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, so that you can know how to automate your document management processes, while exploiting the full potential of your Sage accounting package.

The seamless integration with is giving Finance Directors, CFO’s, Accountants and Bookkeepers easy access to full document management automation, so click here to book your free online demo now.

PaperLess software is a powerful solution that uses automatic invoice recognition, data input and document matching together with electronic document flow and online document exchange and approval to improve the efficiency of your Sage accounting solution, allowing you to have all your documents directly linked to the corresponding transactions in Sage.

https://player.vimeo.com/video/130187122

• Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
• Have all your accounting documents directly linked to Sage with live look-up of documents directly from Sage accounting lines
• Full automation of emailed invoices with PaperLess Company Inbox

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What our clients say about PaperLess

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”

Joseph Ryland, UKFast.Net Ltd Finance 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

HMRC fully digital by 2020! Yes, it seems so.

HMRC report “Making tax digital” predicts that by 2020 all tax payers will be able to everything related to their taxes, whether it is to register, pay, etc. whenever they want since everything will be fully digital. A major change to UK tax system making the entire process faster, more accurate and efficient than any tax system based on paper allows.

HMRC vision is to transform the current tax system into a fully digital and real-time system. Something that is in line with HMRC current policy on how tax payers should keep their tax records, stressing that tax payers do not need to keep a paper copy of the original documents, they can keep them on paper, digitally or as part of a software program (like bookkeeping software).

Check here what HMRC has to say about Digital Record Keeping

Click here to see how to process your invoices digitally

In fact in HMRC website, tax payers can find the 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, Sage 200 Business Suite and Sage 200 Extra Online.

Yes, HMRC is going digital so find out how you can also go paperless with PaperLess Document Management for Sage or simply take a look at the video below.

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

HMRC fully digital by 2020! Yes, that’s right!

HMRC report “Making tax digital” predicts that by 2020 all tax payers will be able to everything related to their taxes, whether it is to register, pay, etc. whenever they want since everything will be fully digital. A major change to UK tax system making the entire process faster, more accurate and efficient than any tax system based on paper allows.

HMRC vision is to transform the current tax system into a fully digital and real-time system. Something that is in line with HMRC current policy on how tax payers should keep their tax records, stressing that tax payers do not need to keep a paper copy of the original documents, they can keep them on paper, digitally or as part of a software program (like bookkeeping software).

Check here what HMRC has to say about Digital Record Keeping

Click here to see how to process your invoices digitally

In fact in HMRC website, tax payers can find the 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, Sage 200 Business Suite and Sage 200 Extra Online.

Yes, HMRC is going digital so find out how you can also go paperless with PaperLess Document Management for Sage or simply take a look at the video below.

https://player.vimeo.com/video/130187122

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

HMRC, Document Management and OCR – What do you need to know?

Unlike what many Finance Professionals think, 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. Click here to check what HMRC says about keeping digital records

Sage 50 Accounts and Sage 200 Business Suite users can keep all their documents properly stored and organized with the Sage Developer solution, PaperLess software, a powerful document management solution with build-in OCR that integrates seamlessly with both Sage 50 Accounts and Sage 200 Business Suiteallowing accountants and finance professionals to easily manage all accounting and non-accounting documents having them directly linked to transactions in Sage.

https://player.vimeo.com/video/130187122

Besides being a Sage Developer, PaperLess is also listed 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 transactions in Sage 50 Accounts and Sage 200 Business Suite.

What our clients say about PaperLess

“Our original aims were exceeded as the software brought numerous positive side effects.”

Graham Tallman, GPF Lewis Infrastructure & Systems Manager

“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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How to have your VAT immediately booked in Sage by using the Dispute Approval Method for Sage?

PaperLess Dispute Approval Method for both Sage 50 Accounts and Sage 200 Business Suite is allowing companies to make sure their VAT is registered as early as possible in Sage, giving them a better cash flow situation and ensuring that companies’ costs are booked, but not released  for payment in Sage, until the last recipient in document flow has approved the invoices.

Take a look at the video to see how PaperLess Dispute Approval Method works and the benefits that it brings with it. 

https://player.vimeo.com/video/114346604

• 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;

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

Accounts in Sage finally made easy? Find out more!

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 and posting all types of transaction directly into Sage from the PaperLess workspace.

Take a look at the video to know more

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.

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 PaperLess Accounting Archive is superb!” “…the best feature of PaperLess software, so easy to use and saves loads of time”.

Lisa Davis, Numerii’s Director

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Portfolio Finance Directors Webinar shows CFO’s the future of document management automation

The increasing number of CFO’s, CEO’s, Finance Directors and Accountants using PaperLess software led PaperLess and Portfolio Finance Directors to organize an exclusive webinar for their associates where PaperLess will present the latest developments in the document management area and how the future relies in automation and integration between document management and accounting software.

In fact it is the seamless integration with Sage 50 Accounts and Sage 200 Business Suite that is responsible for the ever higher number of Finance Professionals using Sage to rely on PaperLess software to manage both their accounting and non-accounting documents as well as to automate the way invoices are processed, workflows are set and documents are stored and retrieved directly from within Sage.

Take a sneak peek at PaperLess for Sage Webinar and see the future of Document Processing Automation

Want your Private Online Demo? Register here!

Portfolio Finance directors is part of Directors online which runs three major sites, they are Non-Executive Directors.com, Portfolio Finance Director.com and The Consultant Hub enabling PaperLess to reach thousands of Finance Directors and more than 20,000 companies across UK and Ireland. PaperLess Europe is a Sage Developer with an expanding client base of more than 1700 installations across Europe.

What our clients say about PaperLess

“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

 “..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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How are companies dealing with the increasing number of documents they need to deal with?

Enterprises receive a tremendous amount of papers at receptionist or by emails on a daily basis and many clerks and administrators are hired only to do the manual data entry work. Outsourcing such work sometimes can get out of control and costs more money than expected which makes companies increasingly more conscious about the importance of having an efficient document management system for their complete workflow process.

Therefore, many are looking for an efficient enterprise document management system that can handle all their paperwork from scanning and adding electronic documents to processing them in their accounting applications. PaperLess has earned a reputation as an industry leader in developing efficient and flexible enterprise document management system for Sage, Mamut One, Microsoft Dynamics NAV, UNIT4 Multivers, together with other domestic applications like DI in Norway and SoftOne in Sweden.

Visit PaperLess Website to know more about the ultimate Document Management Solution for Sage and take a look at our product videos.

PaperLess offers a comprehensive enterprise document management system that focuses on the Capture>Process>Archive methodology. This is a far more efficient method than the traditional Scan to Archive methodology. PaperLess is designed to fully utilize the best features of Capture>Process>Archive to ensure a quick and high ROI for your organization.

With PaperLess you can prepare accounting documents such as transactions attached with documents in the Accounting Archive, and all non-accounting documents such as expenses, holiday forms, agreements, in Other Documents Archive. Finding all the electronic documents has never been so easy with PaperLess thanks to its powerful search functions. PaperLess has built in multiple search filters which means you can quickly find any document in the PaperLess archives using one or more pieces of data that has been captured with the electronic document. Multiple search fields make it very easy to locate the transaction or document you need with the least amount of information required. When you narrow down search criteria it makes the search quicker so documents are located in seconds.

What our clients say about PaperLess

“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

“…the future lies there: the online collaboration with customers with live access to their data records…”

Patrick Slomp, Mulderij’s Manager

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Digital records: The trail ends for paper

Digital record keeping is perfectly acceptable when the HMRC comes knocking, with the tax authority deploying no hard and fast rules on format, according to Paperless Europe.

The nostalgic comfort of paper may feel better when HMRC wants to view your records, but according to HMRC’s official guidance for companies and directors on record keeping, there are “no rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software)”.

There is one major caveat, of course: “As long as the documents are readable, you can keep them in either digital or paper – neither is more valuable than the other,” explains Diogo Cavazzini, product executive at Paperless Europe.

In the tax authority’s own words, “HMRC can charge you a penalty if your records aren’t accurate, complete and readable”. HMRC’s main concern is the legibility and availability of the document or documents in question.

According to Cavazzini, HMRC’s acceptance of digital records is still a question Paperless Europe receives on a daily basis. “How you decide to keep your records is up to you,” he said. “But it’s important to make it clear that HMRC has an official comment on their website about digital record keeping. It’s completely accepted by HMRC – and, if anything, it’s more accurate than keeping paper files.” As a helpful guide, HMRC has a list of digital record keeping suppliers which it recommends.

Digital records come with the added benefit of being searchable. Paperless, for instance, has what it calls an “accounting archive”. “The data is accessible from your accounting software,” explains Cavazzini. “There’s no need to trawl through paper records.”

The bigger question with digital record keeping isn’t HMRC’s approval, but where and how your data will be kept if the system is cloud based. “Does my provider respect EU law?” is an important question you need to ask. The EU has very strict laws on data, so if a company conforms you can be fairly certain that you’re documents are safe.

But as far as the tax authority is concerned, concludes Cavazzini, “HMRC has no preference”.

Text by Francois Badenhorst from AccountingWeb.co.uk

Follow the link to read the article from the original source: http://www.accountingweb.co.uk/article/digital-records-trail-ends-paper/595623

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

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

 

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