Sage 50 and Sage 200 users have now available automatic invoice scanning so that invoices can be processed and posted to Sage with no need for manual data input. With the new invoice scanning solution for Sage all relevant data from the invoices is automatically captured and on posting to Sage invoices are automatically linked to Sage accounting lines, meaning that invoice retrieval can be done via a simple lookup from within your Sage workspace.
This new way of processing invoices in Sage is a result of the work carried out by Sage Platinum Developer Partner , PaperLess Europe, who 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.
Take a look at the video to find out more about PaperLess Invoice Scanning for Sage 50 and Sage 200
HOW DOES PAPERLESS INVOICE SCANNING SOFTWARE FOR SAGE WORKS?
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.
Efficient invoice 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.
- Automatic Invoice Recognition with PaperLess powerful OCR, reducing the need for manual data input
- Automatic Scanning of Invoices with Direct Link to Sage Accounting Lines
- Live Look-up of documents directly from accounting lines in Sage
- Automatic Matching & Closing of Purchase Orders
- Full Invoice Processing Automation with PaperLess Company Inbox
HOW CAN I RETRIEVE MY INVOICES ONCE THEY ARE PROCESSED?
Not only document scanning software, PaperLess is also a piece of document storage software. PaperLess stores all your documents, both accounting and business documents, in separate folders in the PaperLess workspace so companies can keep their data secure.
All invoices processed via PaperLess are automatically linked to Sage accounting lines, meaning that retrieval can be done by doing a simple of the document directly from within your Sage workspace. Alternatively, PaperLess users can also use the accounting archive to search and view all their accounting documents.
HOW DOES THE OCR SOFTWARE FOR SAGE WORK?
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, Sage 200 Standard Online and Sage 200 Extra Online. 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.
HOW CAN I PREVENT DUPLICATE INVOICES FROM BEING PROCESSED AND POSTED ONTO SAGE?
Sage users can now also have access to automatic detections of duplicate invoices, allowing Finance Professionals to be sure that no duplicate invoices are posted onto Sage, something that up to know was considered a very challenging task especially when dealing with large number of invoices.
Seamlessly integrated with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online, PaperLess software allows you to keep control over all your accounting documents as well as to automatically detect if any duplicate invoices are being processed preventing them to be posted into Sage
IS IT POSSIBLE FOR SAGE USERS TO TAKE INVOICE PROCESSING AUTOMATION EVEN FURTHER?
Yes, in fact most Sage users that have implemented PaperLess are also using PaperLess Company Inbox, which is seen as the ultimate step towards Full Document Management Automation. Seamless integrated with Sage 50 and Sage 200 Company Inbox allows you to fully automate your invoice processing routines.
PaperLess Company Inbox is a state-of-the-art technology that is changing the way documents are processed by setting automation rules that are applied as soon as documents are received in your Company Inbox email. This is true 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.
SO, WHAT DO YOU GET WITH COMPANY INBOX?
- Access to a powerful PaperLess module that allows you to automate your entire document management process from the moment documents are sent from your suppliers or clients until they enter the document flow or are directly posted into your accounting software.
- Capability of automatically processing several type of documents, including XML Invoices guaranteeing even higher success rates in Automatic Invoice Recognition.
- Apply the automation rules that better suit your needs, PaperLess Company Inbox has a set of automation rules that go from basic until the most advanced ones like for example the posting of documents to your accounting software without the need for any human intervention.
- Significant competitive advantages by relying on cutting edge technology that allows you to save time, money and reallocate resources to the tasks that generate the highest ROI to your company through Full Document Management Automation.
WHAT HAPPENS IF I NEED TO HAVE MY INVOICES APPROVED BEFORE POSTING THEM INTO SAGE?
Well, for that you have available PaperLess Invoice Approval which allows you to streamline the invoice approval process within your company while, at the same time, ensuring that you have the complete audit trail of the approval process directly linked to your transactions both in Sage 50 and Sage 200.
As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools you can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.
PaperLess gives you access to a powerful online document management and approval software that gives you full control over the documents being approved, allowing you to speed-up, for example, the invoice approval process. At the same time, PaperLess Document Approval for Sage enables you to set approval rules so that you can be in control of what is being approved, the amounts users can approve and also the deadline for approval.
As in all documents processed via PaperLess, Sage users will have the complete audit trail of the approval process directly linked to Sage and accessible via an invoice lookup from within Sage. This way there is no more need to spend time on checking who approved what, on which dates and why certain changes were made since all this information can be retrieved directly from within Sage.
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
51.507351
-0.127758
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.
PaperLess for Sage 