Why are CFOs choosing PaperLess Document Management?

PaperLess software is becoming the preferred choice of Sage users to Automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching & Closing of Purchase Orders, Online Invoice Approval and Full Automation of Emailed Invoices.

With PaperLess, documents remain secure within your organisation, invoices requiring approval are distributed in a process that is set by you and document lookups can be done straight from Sage allowing you to quickly find exactly what you are looking for.

• Automatic Invoice Recognition
  • Reduce time spent on manual data input and increase data accuracy levels with PaperLess OCR Software for Sage
• Automatic Matching & Closing of Purchase Orders
  • No more time spent on manually checking if invoice amount matches the purchase order, PaperLess for Sage does it automatically for you.
• Automatic attach of Documents to Sage accounting lines
  • Get all information automatically organised and easily accessible by having it linked directly to Sage.
• Live Document Lookup
  • Retrieve all accounting documents via a simple live lookup directly from within Sage.
• Online Invoice Approval
  • Automate document flow based on Supplier, Department, Project and/or Cost Unit Responsible
• Full Automation of Emailed Invoices
  • Get all invoices received via email automatically processed and posted into Sage, including Automatic Matching and Closing of Purchase Orders.
• Seamless Integration with Sage 50cloud and Sage 200cloud
  • Besides being a Sage Platinum Developer Partner, PaperLess is also a Sage certified solution for both Sage 50 and Sage 200.

Why to choose a Sage Developer to handle Document Management processes?

What CFOs using Sage have realised is that in order to ensure that the software they are implementing to manage document management processes delivers the best results and the highest possible ROI to the company, it is important to find a solution that integrates seamlessly with their Sage accounting package.

This way they are making sure that all documents are processed and stored following the logic and set-up of their Sage accounting package. Invoices can have their data automatically extracted and posted to Sage because both document management software and Sage software work in the same way and follow the same rules, ensuring a real automation of their document management processes and invoice processing routines.

In order to find the solutions that best suits their document management needs, UK CFOs have available Sage Additions Catalogue, which offers them access to software and services from the Sage developer Network. Click here to check what software Sage Additions Catalogue has available in the Document Management Area.

What is PaperLess Document Management software?

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 Sage accounting software, allowing Sage users to have all their documents directly linked to the corresponding transactions in Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online.

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

Why to choose a Sage Platinum Developer Partner Solution?

Well, because only a Sage Platinum solution integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online giving access to Sage users to the best document management solution for Sage, allowing Finance Directors, CFO’s, Accountants and Bookkeepers to get easy access to full document management automation.

For companies using Sage 50 and Sage 200 the document management solution introduced by Sage Platinum Developer Partner, PaperLess Europe, is already allowing thousands of Sage users to automate invoice scanning and processing routines because of the seamless integration between PaperLess and Sage.

Finance Professionals are now simply bringing in documents into PaperLess, running Automatic Invoice Recognition, reviewing the data and then posting transactions into Sage. Invoice retrieval is done directly from within Sage via a simple lookup from Sage accounting lines, meaning that Sage users can automatically have all their accounting documents directly linked to Sage with the complete audit trail of the approval flow.

All the Quality That Only a Sage Developer Can Offer

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Why are CFOs choosing PaperLess Document Management?

Well, that’s because Accountants, Finance Directors, CFO’s and many other finance professionals across UK and Ireland have finally found a way to have a paperless bookkeeping environment while automating their document management processes. The seamless integration with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online is the main reason why PaperLess Document Management is becoming the preferred choice of Sage 50 and Sage 200 users to automate invoice processing routines and increase productivity levels by saving time on accounting document management and reducing manual data entry with a powerful OCR engine that integrates seamlessly with Sage.

With PaperLess Document Management software CFO’s, Finance Directors, Accountants and Bookkeepers can manage all their working papers while benefiting from:

• Automatic Invoice Recognition with PaperLess OCR Software
• Automatic Approval Workflow with PaperLess Online Invoice Approval
• Automatic Matching and Closing of Purchase Orders
• Documents directly linked to transactions in Sage
• Lookup of documents directly from Sage 

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

IS IT POSSIBLE TO AUTOMATE DOCUMENT MANAGEMENT PROCESSES EVEN FURTHER?

Well, in fact yes you can get Full Document Management Automation with PaperLess Company Inbox a powerful solution that gives you access to an advanced set of automation rules for documents received by email making it possible for invoices to be received, processed and, if you want, posted into Sage in a complete automatic process, saving you time, money and resources.

• Speed-up the processing of document received by email in a simple and easy manner
• Remove the hassle of having to go through emails to see what documents to process. With Company Inbox everything is in one place so that automation rules can be easily set.
• Documents can be received, have their data extracted and sent for approval on a complete automatic process that makes processes simpler, faster and more accurate.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Invoice Processing with Automatic Matching & Closing of Purchase Orders

Sage Platinum Developer Partner, PaperLess Europe’s continuous research and development has led to the creation of PaperLess Company Inbox, which represents the ultimate step towards Full Document Management Automation. Seamlessly integrated with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online, PaperLess Company Inbox has become the preferred choice of Sage users across UK and Ireland to fully automate Document Management processes and Invoice Processing routines.

Emailed purchase invoices automatically processed and posted to Sage, including closing of purchase orders with no need for any human intervention.

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

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.

This exclusive PaperLess’ development represents the state-of-the-art technology for Invoice Processing Automation, with emailed invoices automatically processed and sent for approval or posted to Sage with matching and closing of corresponding purchase orders in a fully automatic process, with no need for any human intervention on invoice processing routines.

The new software PaperLess Company Inbox strengthens the position of PaperLess as an official Sage Platinum Developer Partner even further, giving Sage Users access to Full Email Processing Automation.

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 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online, therefore PaperLess Company Inbox is available for all Sage users using one of the above accounting packages.

Why has PaperLess became the preferred choice of Sage users?

Well, there’s no easy answer but it all starts with the seamless integration between PaperLess Document Management software and Sage 50 and Sage 200 which allows Sage users to simply scan invoices, automatically extract the data, post the transactions to Sage and have all documents automatically stored and linked directly to their Sage accounting package.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Finance Trends – Automatic Invoice Scanning with OCR Software

Invoice scanning processes can now be a simple and easy process with the advantage that once invoices are converter into a digital format you can use OCR technology to automatically extract all the necessary data from them. A new trend among Finance Professionals who until recently we struggling with the increasing number of documents received that had to be processes and authorized across different departments and multiple locations.

The challenge so far was not so much to have relevant data automatically extracted from the invoices but how to upload that data onto the accounting software being used by the company. That is where Sage users got a real advantage thanks to the document management solution created by Sage Platinum Developer Partner, PaperLessEurope, who developed a powerful invoice scanning software that manages all accounts related paperwork from scanning and adding electronic documents to processing them in Sage 50c, Sage 200c, Sage 200 Standard Online 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 accounting documents can be digitised and handled more efficiently online.

How does PaperLess Invoice Scanning for Sage work?

PaperLess invoice 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.

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

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 50c, Sage 200c, Sage 200 Standard Online and 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

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Full Automation of Emailed Invoice in Sage… What’s that all about?

What seemed impossible in the past is nowadays quite simple. You can now have all your invoices received via email automatically processed and sent for approval on document flow or alternatively have them posted directly into your Sage accounting package. You will then receive an email with the voucher information so that you can keep control over what is being processed.

This is PaperLess Company Inbox, a powerful feature crated by Sage Platinum Developer Partner, 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.

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

• WHAT HAPPENS IF THERE’S A MISMATCH?

In case there is a mismatch between the invoice and the Purchase Order PaperLess will automatically send the invoice in document flow to the person that raised the Purchase Order in Sage. Yes, this is what we call Full Document Management Automation and is not available for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online users.

• HOW DO I ACCESS THE DOCUMENTS?

With PaperLess Document Management for Sage the documents are directly linked to the transactions in Sage. By doing a simple look-up from within Sage you have access to the document, the complete audit trail of the approval process, all the accounting information and, guess what, you also have access to the original email with which the invoice was received. Meaning no more time wasted in looking for documents or emails since everything is directly linked to the transactions in Sage.

• HOW CAN I KNOW MORE ABOUT DOCUMENT MANAGEMENT AUTOMATION?

Well, that is very simple all you need to do is to Book your Free Online Demo so that we can show you how to automate your Document Management processes.

• CAN I HAVE A SNEAK-PEAK OF PAPERLESS FOR SAGE?

Yes, take a look at the video below and get a better picture of what PaperLess Company Inbox has to offer. Don’t forget that besides this PaperLess software offers a full range of features that allow you to manage all your accounting documents.

Why are Sage users choosing PaperLess Document Management for Sage?

Well, simply because PaperLess is much more than a simple document management solution offering Sage users a seamless integration with their Sage accounting package. This means that when data is extracted it can be instantly posted to Sage and documents get automatically linked to Sage transaction lines, something that only a Sage Platinum Developer like PaperLess Europe can offer.

It is this automation level, only made possible by the full integration between PaperLess and Sage, that made PaperLess the preferred choice of Sage users. More than one thousand users that have found a way to not only automate document management routines but also to automate invoice approval processes with PaperLess Document Flow.

By bringing together Automatic Invoice Recognition, Online Invoice Approval, Automatic Matching and Closing of Purchase Orders and Full Automation of Emailed Invoices, PaperLess Document Management software has become the preferred choice for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online users.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Sage Platinum – Scanning Invoices Directly into Sage. How does that work?

The document management solution created by the Sage Platinum Developer Partner, PaperLess Europe, allows Sage users to scans invoices and all other accounting documents directly into Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online. Businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess and with PaperLess Company Inbox companies can also fully automate all invoices received by email.

How does PaperLess Document Management work?

After businesses scan invoices, PaperLess uses two layers of sophisticated Optical Character Recognition (OCR) technology to recognise the information on your invoices. Automatic Invoice Recognition extracts the relevant data from your invoices and enables your colleagues to edit accounting information and post transactions from PaperLess directly into Sage.

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

PaperLess Document Management for Sage handles multiple suppliers with multiple document formats. PaperLess can run invoice recognition on multiple invoices at the same time, so organisations can save time and reduce manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.

Businesses can now scan invoices and manage their complete workflow process online within one workspace so your organisation can save time, increase profit and reduce risk. PaperLess is designed for easy usability, which means your accounting department can utilise less skilled members of the team and control 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 into your accounting application.

Why is PaperLess becoming the preferred solution of Sage users?

Because with PaperLess Document Management Sage users do not need to give up their current accounting application to go PaperLess because PaperLess integrates seamlessly with Sage 50 Accounts, Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online as synchronisation happens instantly in the background.

Invoice recognition for Sage enables businesses to post transactions with the relevant documents into Sage and then view them in PaperLess or in Sage at a later stage. If your business is still looking for an effective invoice scanning solution, PaperLess is a valuable complementary solution for Sage that scans invoices for your organisation more efficiently and securely.

What about is I need to have my invoices approved?

That is quite simple to do and in fact thousands of Sage users are now approving invoices and having the document approval audit trail directly linked to their transactions in Sage by using PaperLess Document Management for Sage. Being a Sage Platinum Developer Partner, 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.

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 and Sage 200 Business Suite 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.

For Sage users who need to have invoices posted as soon as they are received but stopped for payment until final approval is given, PaperLess has available for them the Dispute Approval Method.

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

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

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Sage Catalogue 2018 – The year of Document Management Automation

2018 was the year when Document Management Automation became available for all Sage 50 and Sage 200 users across UK and Ireland. The document management solution created by Sage Platinum Developer Partner, PaperLess Europe, is allowing Sage users to automatically process invoices and many other types of accounting documents with no need for manual data input and have those transactions automatically posted into Sage with the corresponding documents automatically linked to them. This means that document retrieval can be done via a simple live lookup directly from Sage accounting lines.

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

How can I find out more about Document Management Automation for my Sage accounting package?

Now you can easily know all the new development for Sage, by taking a look at Sage Additions catalogue which gives you access to a diverse range of solutions which have been designed by members of the Sage Developers’ Programme.

Check out Sage Additions catalogue and see how you can now automate your document management processes with the Sage Developer Solution developed by PaperLess Europe.  PaperLess powerful document management features integrate seamlessly with Sage, allowing you to have all your documents directly linked to your transactions in Sage so that you can easily manage and find all your documents.

Want to know more about how PaperLess Automatic Invoice Recognition for Sage works…

PaperLess invoice scanning software integrates seamlessly with Sage 50c, Sage 200c, 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.

• Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
• Automatic Document Flow based on Supplier, Department, Project or Cost Unit Responsible
• Look-up of documents directly from accounting lines in Sage
• Automatic Matching & Closing of Purchase Orders for Sage 50 and 200
• Full Invoice Processing Automation with PaperLess Company Inbox

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

Why are CFO’s choosing a Sage Platinum Developer to automate Invoice Scanning Processes?

The increasing volume of invoices and other accounting related documents processed on a daily basis by accounts departments led CFO’s, Finance Directors, Accountants and many other finance professionals to look for a solution that would allow them to speed up invoice scanning processes, reduce time spent on manual data input and on getting invoices approved by the relevant people. However, until recently the options available meant implementing systems that worked completely separate from the software companies already had in place which in many cases not only did not make processes faster but, in fact, made them slowed because the work was being duplicated.

So, what changed in the invoice scanning sector that is allowing Finance Professionals to automate invoice processing routines?

Well, for companies using Sage 50 and Sage 200 the document management solution introduced by Sage Platinum Developer Partner, PaperLess Europe, is allowing thousands of Sage users to automate invoice scanning and processing routines because of the seamless integration between PaperLess and Sage.

Finance Professionals are now simply bringing in documents into PaperLess, running Automatic Invoice Recognition, reviewing the data and then posting transactions into Sage. Invoice retrieval is done directly from within Sage via a simple lookup from Sage accounting lines, meaning that Sage users can automatically have all their accounting documents directly linked to Sage with the complete audit trail of the approval flow.

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

How does PaperLess Invoice Scanning software for Sage work?

After businesses scan or drag and drop invoices into the system, PaperLess uses two layers of sophisticated Optical Character Recognition (OCR) technology to recognise the information on the invoices. Automatic Invoice Recognition extracts the relevant data from the invoices and afterwards all Sage users need to do is to review the information and post the transactions from PaperLess directly into Sage.

With PaperLess Sage users can run invoice recognition on multiple invoices at the same time, so organisations can save time and reduce manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.

Finance Professionals can now scan invoices and manage their complete workflow process online within one workspace so your organisation can save time, increase profit and reduce risk. PaperLess is designed for easy usability, which means your accounting department can utilise less skilled members of the team and control 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 into your accounting application.

Invoice recognition for Sage enables businesses to post transactions with the relevant documents into Sage and then view them in PaperLess or in Sage at a later stage.

Is it just about Invoice Scanning Automation or is there more to it that explains why is PaperLess becoming the preferred solution of Sage users to manage their documents?

The truth is that there are loads more, with the possibility to have Online Invoice Approval for Sage playing a major role since most companies need to have documents approved. PaperLess software document approval function enables businesses to track any document that requires approval by other people through the workflow process. A system that integrates seamlessly with your Sage accounting software, allowing you to save time and reduce manual data entry through the automation of the entire process, from the moment documents are received until they are posted into your accounting software.

• Faster approval processes leaving your resources available for other tasks
• Automatic management of approval levels reducing complexity and time spent on it
• Dynamic approval processes with real time information so that you can immediately act on it
• Online document management & approval – no matter where you are all your data is available for consultation and approval
• Complete audit trail of the approval flow increasing transparency and data security

Within PaperLess document approval process allows you to set up multiple approval workflows with one or more users. Besides with PaperLess Remote Access you can give secure access to approved users to view documents and authorize transactions anywhere via the internet, reducing delays in authorization and improving process efficiency.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“PaperLess has brought filing into the 21st century.”

Bénédicte Mermet at Frenger International

“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

UK companies are Going PaperLess. Why is that?

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). Businesses wishing to avoid these issues should seriously consider switching to PaperLess document management.

Though there are many uses of Paperless Document Management, let’s focus on PaperLess accounting software and why are Finance Departments from companies across UK making the move to go PaperLess.

CLICK HERE TO FIND OUT MORE ABOUT PAPERLESS DOCUMENT MANAGEMENT FOR SAGE WITH INTEGRATED OCR SOFTWARE. TAKE A LOOK AT OUR PAPERLESS SOFTWARE VIDEOS

• PaperLess Document Management 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 Document Management software can increase 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 Document Management software has a built-in Online Invoice Approval System

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 Document Management Software 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 Document Management Software 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 Document Management Software is environmentally friendly

Last, but not least, going paperless is a tree friendly solution because it does not rely on the cutting down of trees, like paper methods do.

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.

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

What about going PaperLess to achieve Full Document Management Automation?

At PaperLess we believe the future of document management automation is to have all your invoices received via email automatically processed and sent for approval on document flow or alternatively have them posted directly into your Sage accounting package.

This is 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 happens if there’s a mismatch?

In case there is a mismatch between the invoice and the Purchase Order PaperLess will automatically send the invoice in document flow to the person that raised the Purchase Order in Sage. Yes, this is what we call Full Document Management Automation and is now available for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online users.

• How do I access the documents?

With PaperLess Document Management for Sage the documents are directly linked to the transactions in Sage. By doing a simple look-up from within Sage you have access to the document, the complete audit trail of the approval process, all the accounting information and, guess what, you also have access to the original email with which the invoice was received. Meaning no more time wasted in looking for documents or emails since everything is directly linked to the transactions in Sage.

• How can I know more?

Well, that is very simple all you need to do is to Book your Free Online Demo so that we can show you how to automate your Document Management processes.

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 this your typical routine when processing invoices?

Businesses have been relying heavily on paper document management, whether it is for invoices, archiving, contracts, or account management. Many companies are still using the conventional methodology Scan to Archive, which means they only digitise paper documents for archiving purpose. Unfortunately, countless manual errors happen every day because of the old fashion way of processing workflow in an organisation.

It’s a hectic Monday morning. As usual, John receives many purchase invoices and business agreements both by email and by post. He has to go through them and sort them out quickly in order to pass on to the accounting department so they can meet their deadlines… Now here he goes, forwarding emails to responsible colleagues, holding a stash of papers in his arms and running to accounting department for approval and posting. Done and dusted finally, John gets back to his desk relieved and starts reading some business agreements. But wait, it’s not over yet.

David from accounting department rushes to his desk and asks for the missing invoices from last month. In the middle of reading a business contract, John has to stop, re-process his mind and go back to the stash of papers he just went through only to find out that the missing invoices were stuck to the back of a file because of coffee stains!

One hour has already passed and John feels this must be one of those productive days at work. Sometimes it could be worse if he misreads the document or enters wrong data in the computer because then the rest of the work flow process will have to be re-done.

Sounds familiar to you?

Yes, manually processing data entry and exchanging paper documents among different departments can be time consuming and costly once mistakes are made. Therefore, data capture at an early stage of the work flow process is critical for your business. There are just so many paperless technologies you can use to improve your document management efficiency. Here we would like to mention a few things which will make your office life significantly easier.

Take a look at this 30 Seconds Videos to find out more or Click here to visit PaperLess Document Management for Sage website

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

Digitise your documents as early as possible in the beginning of a work flow process

Digitising your paper documents as early as possible in your work flow processes saves tremendous time and money as it is more efficient to handle documents electronically. Everyday business receives documents from partners, customers, suppliers, and so on. It is important to be able to add documents at an early stage in order to reduce manual data entry and manual errors.

There are often two ways of receiving documents nowadays: Via emails and by posts. You can drag and drop documents attached in your emails into PaperLess workspace that integrates with various popular accounting applications such as Sage and Mamut. You can also scan paper documents into PaperLess workspace and handle all the electronic documents without juggling between different windows. PaperLess Printer also helps you to print documents from your computer to PaperLess central system so you keep all your documents organized in one place.

Extract your document data using automatic invoice recognition

Every business deals with invoices. How to handle these invoices on time and correctly is a critical issue. We often realise after several months that invoices from previous months were not issued and no one in the organisation really bothers to trace them back until the last minute! That is because entering large amount of data from the invoices into your computer can be so tedious that manual mistakes are unavoidable.

Automatic invoice recognition using the smart OCR technology (Optical Character Recognition) can extract all necessary data from your invoices into PaperLess, enabling you to also edit and adding accounting lines and then send them to other colleagues for approval within the PaperLess workspace.

For companies that receive many invoices from the same supplier on a regular basis, you can create a customised template for a particular supplier so next time you run automatic invoice recognition on the invoice from the same supplier you don’t need to edit accounting lines over and over again. The best part is yet to come. You can then post batched up invoices directly into your accounting application such as Sage because PaperLess integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online. The synchronisation happens in the background instantly.

About PaperLess Software

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 accounting systems. You can now take full advantage of your accounting solution with a simple, smart and secure software that allows you to seamlessly automatize processes and increase your company productivity, profit margins and data accuracy levels.

Check now PaperLess software and see what this powerful solution already implemented in more than 1700 sites across Europe can do for your business.

As you can see, it is very beneficial for companies, no matter how big or small, to use these features that will improve their work flow efficiency. It saves you not only time and money but also lots of panadols! If you have been struggling with your current document management method, try a paperless solution by starting with the above two changes.

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

With over 1700 client users across Europe, PaperLess software is integrated with an array of different accounting software (Sage 50c, Sage 200c, Sage 200 Standard Online, Sage 200 Extra Online, SoftOne Professional, UNIT4 Multivers, DI-Business, Mamut Business One, Microsoft Dynamics NAV and AX, Exact Globe and Eyesel Business Suite, etc.) and manages the whole routine from scanning or adding electronic documents to processing them in the accounting systems.

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