Why are Accounts Departments Going PaperLess?

People, especially businesses have been relying heavily on paper document management- whether it be for invoices, record keeping, account management etc. There are, however many disadvantages to this system (for example loss by fire damage, misplacement, security issues, negative environmental impact on trees etc).

For these reasons Finance Departments from several business sectors wishing to avoid these issues have chosen to switch to PaperLess Document Management. Though there are many uses of paperless document management, let’s focus on PaperLess accounting software and the benefits it can bring to your business.

Take a look at the video for a sneak peak of  how PaperLess Finance Departments work

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

• PAPERLESS ACCOUNTING SOFTWARE IS MADE POSSIBLE WITH OPTICAL CHARACTER RECOGNITION (OCR) SOFTWARE.

Without OCR software, the transition from paper to PaperLess document management will be a lot more time-consuming and tedious than it is now. OCR software enables the translation of all types of documents like images of typewritten or printed text into electronically readable files, so offices can easily convert their existing paper documents to electronic files.

• PAPERLESS ACCOUNTING SOFTWARE INCREASES YOUR COMPANY’S PRODUCTIVITY.

Many companies, especially those with multiple clients, can identify with the pain of archiving clients’ files and documents. Listing and depositing hundreds of files from different accounts can become quite messy which requires manpower. Not to mention the difficulty of fetching existing data when required. PaperLess account management efficiently stores client documents electronically through the touch of some buttons, reducing the pain and manpower required and thus increasing productivity.

• PAPERLESS ACCOUNTING SOFTWARE AND INVOICE APPROVAL WORKFLOW.

Another revolutionary time-consuming system that arrived with PaperLess accounting software is invoice approval workflow. Tracking all the invoices electronically, the invoice approval workflow permits you to manage all the bill payment processes, enforce and streamline approvals for every bill and invoice received. Plus there’s the bonus of remote accessibility- with the correct authorization you can access the invoice approval workflow from any computer, anywhere.

• PaperLess accounting software improves document security.

The PaperLess account management software has the advantage of being more secure and reliable than conventional paper methods because of encryption.

• PAPERLESS ACCOUNT MANAGEMENT DOES NOT REQUIRE EXTRA SPACE.

With PaperLess account management your company can store information from an infinite number of accounts in the space of a computer and desk. And the retrieval of data can be performed within a couple of clicks. Compare this to traditional paper methods which require physical storage (often outsourced), which incurs an extra cost and also the inconvenience of manually sorting through documents to perform a document search.

• PAPERLESS ACCOUNTING GIVES YOU ACCESS TO FULL AUTOMATION OF EMAILED INVOICES

Yes, that is right with the new PaperLess Company Inbox you can now get full automation of all invoices received via email. From your Company Inbox directly to your Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online in a fully automatic process.

Why to choose PaperLess software to automate your document management processes?

Because PaperLess is a Sage Developer that created a powerful document management software seamlessly integrated with Sage. The software solution developed by PaperLess brings together automatic invoice recognition, automatic data input and automatic matching and closing of purchase orders with electronic document flow and online document exchange and approval to improve the efficiency of your Sage accounting solution.

PaperLess Document Management integrates so seamlessly with Sage, that you can even have all your accounting documents directly linked to the corresponding transactions in Sage. All you need to do is a simple look-up from within Sage to retrieve the documents and all associated information, including the audit trail of the invoice approval process.

• 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
• Online Invoice Approval with a powerful set of automation rules based on supplier, project, department or cost unit responsible
• Automatic Matching and Closing of Purchase Orders for both Sage 50 accounts, Sage 200 Business Suite and Sage 200 Extra Online
• Full Automation of emailed invoices with PaperLess Company Inbox

Now we know the benefits of going PaperLess, especially with PaperLess accounting software, ask now for a FREE PaperLess Demo and discover how we can help you to differentiate your company and acquire competitive advantages.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

Nicholas Reyes-Ramirez, Finance Assistant

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Is Going PaperLess really that hard?

Well, for Sage users the answer is NO, not at all… Simply because Sage users are now benefiting from the seamless integration between Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online with PaperLess Document Management. With a built-in OCR software for Sage, Sage users can now go PaperLess and at the same time benefit from automatic data capture, online document approval and look-up of documents directly from Sage.

Nowadays, people are always searching for ways to help the environment and save money. By using PaperLess Account Management and PaperLess Office Software you can become a more eco-friendly office and save a pretty penny.

You may be shaking your head thinking that there is no way that your business or office could go paperless. I know, we have all grown up to depend on paper, but the truth is that it is 2018 and now everyone is starting to depend on technology. It’s time to move on. Creating a Paperless Office is easy and affordable, not to mention a lot more efficient.

Find out more by taking a look at some of our videos or Visit PaperLess Website

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

Actually, the phrase “PaperLess office” has been creating quite a buzz. It is very easy to see why, though. There are many advantages to going paperless such as:

• Full Document Management Automation
• No need for manual data input
• Complete audit trail of the approval process
• Look-up of documents directly from Sage transaction lines
• Increased Productivity Levels
• Increased Competitive Advantages

How Do I Start PaperLess Account Management?

It really is easy. All you have to do is get in touch with us so we can help you find the best solution for your company needs.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business…This saves a lot of time trying to find old invoices in the paper archive”

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How are CFO’s Speeding-up Invoice Processing and Approval Routines?

Speeding-up invoice processing times, reducing costs and increasing productivity while at the same time increasing data accuracy levels are among some of the challenges CFO’s and other Finance Professionals face on a daily basis. The choice of many CFO’s across UK and Ireland has been to rely on OCR technology to reduce time spent on manual data input and increase data accuracy levels.

However, in order to take this process even further Finance Professionals have realized the importance of having this OCR system integrated with their accounting package. That is why instead the new trend is to go for document management software that offers OCR technology and is seamless integrated with the accounting software those professionals are using.

So, what is the solution for Sage users?

The preferred choice of Sage users is the solution created by Sage DeveloperPaperLess Europe that brings together document management, document approval and OCR software all this seamless integrated with Sage accounting software.

PaperLess Document Management software uses Automatic Invoice Recognition to extract the relevant data from invoices, so businesses can reduce manual data entry and increase organisation’s efficiency and productivity levels.

Click here to find out more about PaperLess Document Management for Sage with a powerful OCR software build-in as well as a document approval module.

https://player.vimeo.com/video/116341533

So how does PaperLess OCR Software work?

With PaperLess invoice scanning software, businesses are able to digitise their paper invoices in the beginning of a workflow process by scanning them into PaperLess workspace. PaperLess allows businesses to drag and drop documents from emails and computers. Businesses can also print electronic invoices to PaperLess using the PaperLess Printer option. Once invoices are sent to the PaperLess workspace, businesses can run automatic invoice recognition and edit voucher information without leaving the accounting lines in PaperLess.

PaperLess invoice scanning software integrates seamlessly with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online, so businesses can post accounting transactions directly from PaperLess into Sage using the PaperLess invoice recognition for Sage. They can also view the transactions with the relevant documents in Paperless at a later stage.

PaperLess invoice scanning software uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant information on your invoices. PaperLess supports XML invoices and can handle multiple suppliers with multiple document formats.

Automatic invoice scanning software saves time and reduces manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.

PaperLess invoice scanning software is designed for easy usability. This means that 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 directly into your accounting application.

PaperLess Remote Access is a convenient feature that enables businesses to run automatic invoice recognition wherever and whenever they are, so colleagues can still collaborate efficiently while they are out of office. PaperLess invoice scanning software provides better workflow management for your organisation.

What about Full Document Management Automation?

Well, that is now powerful with PaperLess Company Inbox, a powerful feature crated by the Sage Developer PaperLess Europe which allows you to fully automate your document management processes. But it gets even better, if you use Purchase Orders PaperLess Company Inbox will automatically match the invoices against the Purchase Order in Sage and if the amounts match it will automatically close off the Purchase Order and post the invoice to Sage.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business…This saves a lot of time trying to find old invoices in the paper archive”

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Document Management with Online Invoice Approval- The new trend in Finance!

UK and Irish finance professionals using Sage are now approving invoices and having the document approval audit trail directly linked to their transactions in Sage by using PaperLess Document Management. Being a Sage Developer, PaperLess Document Approval features ensure that any document that requires approval can be tracked through the approval process, not only Invoices but all types of business documentation including for instance HR Documents, Orders, Quotations, Correspondence or Complaints.

Scroll down to take a look at the video or Click here to visit PaperLess website

But there’s more… Yes, we are talking about Automatic Data Input

With PaperLess Document Management for Sage, Sage users can automate their invoice approval processes by setting automation rules based on Supplier, Project, Cost Code or Department. Together with PaperLess OCR Software for Sage, Sage users can now truly automate their document management processes, with data from invoices being automatically recognized by PaperLess Automatic Invoice Recognition to the moment invoices are automatically sent for approval.

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

By using PaperLess Document Approval you end up with an audit trail of the complete Approval Process all this directly linked to Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online so that you can have all information at the distance of a click of a mouse button.

The seamless integration between PaperLess and Sage allows you to have all your documents directly linked to the transactions you have in Sage as well as the complete audit trail of the approval process also in Sage. This means that by a simple look up of the document directly from Sage you have access to all information related to it: who approved what, in which dates, the changes made and who made them.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business…This saves a lot of time trying to find old invoices in the paper archive”

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

8 New Ways to Handle Your 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 8 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
• Fully Automate your Invoice Processing Routines

​

https://player.vimeo.com/video/94508662

PaperLess Document Management Software integrates seamlessly with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online so that you can easily manage all 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 8 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.   Online Document 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.    Full Document Management Automation

• With Company Inbox all invoice received via email can be automatically processed without the need for any human intervention.
• This is the ultimate step on invoice processing automation, allowing you to fully automate your document management process from the moment suppliers send you invoices by email until they are posted into Sage.

6.    Secure Remote Access

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

​7.    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

8.    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

“be able to track our invoices more efficiently and with a cost saving to the business…This saves a lot of time trying to find old invoices in the paper archive”

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…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

“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

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Document Management Automation – The new trend for CFO’s

Full Automation of Emailed Purchase Invoices… From Email direct to Sage, including automatic matching and closing of purchase orders is the new trend among CFO’s, Accountants and many other finance professionals who have finally found a way to automate document management processes and speed-up invoice processing routines.

As a Sage Developer, PaperLess Europe have been liaising with many finance professionals using Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online to create a solution tailored to their needs. As a result of this PaperLess Europe has introduced in the UK and Irish markets the new PaperLess Company Inbox . This exclusive PaperLess’ development represents the state of the art technology for Invoice Processing Automation, with emailed invoices processed and posted to Sage with closing of corresponding purchase orders in a fully automatic process, with no need for any Human Intervention on Invoice Processing Routines.

PaperLess Company Inbox – Full Automation of Emailed Purchase Invoices

https://player.vimeo.com/video/139237720

From Email direct to Sage, including automatic matching and closing of purchase orders.

• What is PaperLess Company Inbox?

Imagine having a software that allows you to fully automate your document management process from the moment suppliers send you invoices by email until they are posted into Sage. That is PaperLess Company Inbox, a powerful solution that will change the way documents are processed by setting automation rules that are applied as soon as documents are received in your Company Inbox email.

• Who can use PaperLess Company Inbox?

As a Sage Developer, PaperLess Software integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, therefore PaperLess Company Inbox is available for all Sage users using one of the above accounting packages. ​​

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

Document Management for my Sage – How does it work?

In this video you can get to know how to have a document management software that fully integrates with your Sage accounting package. 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 your Sage accounting package.

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

• Automatic Invoice Processing with PaperLess Invoice Recognition
• Online Invoice Approval with PaperLess Automatic Approval Workflows
• Automatic Matching and Closing of Purchase Order
• Full Automation of Emailed Invoices with PaperLess Company Inbox

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

Document Scanning Software for Sage with OCR Engine

PaperLess document scanning manages all your paperwork from scanning and adding electronic documents to processing them in Sage 50 Accounts, Sage 200 Business Suite or Sage 200 Extra Online. PaperLess uses the latest methodology Capture>Process>Archive to capture data at the start of the document workflow process so that all your paper documents can be digitised and handled more efficiently online.

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

How does PaperLess Invoice Scanning for Sage work?

PaperLess document scanning  digitises your paperwork as early as possible in your business processes saving time and money. Businesses can scan paper directly into PaperLess or drag and drop multiple file types from emails and your computer. The PaperLess edit TIF functions enable businesses to merge, split and re-organise documents electronically so working through a batch of paper documents is quick and easy.

Efficient document scanning software makes better workflow management. When businesses add a document to PaperLess, the document also has a unique number, which means your colleagues can easily locate a document at a later stage by entering this document’s unique number. Businesses can use the Scanning menu to add one or more documents at a time and control the scanner from PaperLess. Any twain compatible standard scanner at 300 DPI will work with PaperLess.

PaperLess document scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. PaperLess handles multiple suppliers with multiple document formats, and also supports XML invoices. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.

After running Automatic Invoice Recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications. PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online and many other popular accounting applications. The synchronisation happens instantly in the background. There is no need for companies to give up their accounting applications in order to go paperless. Colleagues can view the accounting transactions stored in the Accounting Archive folder at a later stage.

Want Full Automation of Emailed Invoices?

PaperLess Company Inbox is a powerful system that enables Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online users to automatically process all documents received by email by setting automation rules that are applied as soon as documents are received in Company Inbox email, turning document management into a fully automatic, faster and more reliable process.

Full Document Management Automation for Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online

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

Invoice Approval Software for Sage… Making Invoice Approval Faster!

Companies have been looking for a Sage Developer’s software that integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online, and offers a powerful document management solution with a built-in invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage. But there is more, thanks to PaperLess Automatic Data Capture for Sage, you can automate the invoice approval process based on supplier, project, department or cost unit responsible.

PaperLess Document Management for Sage, 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.

• Document Management with built-in Invoice Approval Function
• Document look-up directly from within your Sage package with the complete audit trail of the approval process
• Multiple approval options, with PaperLess Dispute Method you can also automatically set and remove the dispute flag in Sage
• Full control over the approval process, with maximum amounts users can approve and full customization of the approval process.

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.

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

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.

Want to know how PaperLess Dispute Approval Method works? Take a look at the video or visit PaperLess website to find out more.

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

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 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.

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

How are Finance Professionals Speeding-Up Document Management Processes

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 PaperLess Accounting Archive is superb! Best feature is the accounting archive, so easy to use and saves loads of time.”

The seamless integration between PaperLess Document Management and Sage, 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 the Full Version of the Case Study or Click here to Visit PaperLess Website

https://player.vimeo.com/video/120782347?theme=none&wmode=opaque

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.

Read the Full Version of the Case Study or Click here to Visit PaperLess Website

What our clients say about PaperLess

“The use of PaperLess has helped tremendously… We can now see when the document was received, added to the system and the workflow allows the authorisation to be controlled…”

Gary Robinson, Real Group’s 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