Sage Invoice Scanning with Built-In OCR Software now available for UK users

November 28, 2018November 28, 2018 / paperlessforsage / Leave a comment

Yes, that right… Sage users across UK and Ireland can now automatically scan invoices and manage their complete workflow processes online within one workspace so their companies can save time, increase profit and reduce risk. PaperLess Invoice Scanning software is a Sage Authorised Solution designed by Sage Platinum Developer Partner , PaperLess Europe, for easy usability, which means r accounting department can use 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 Scanning for Sage in 30 Seconds, take a look at the video to find out more…

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

How does PaperLess Invoice Scanning Software for Sage 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.

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.

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

So much more than a simple Invoice Scanning system… PaperLess also offers Sage users a simple and easy way to have their invoices approved On-The-Go with PaperLess Online Invoice Approval Software.

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 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.

By using PaperLess Document Approval you end up with an audit trail of the complete Approval Process all this directly linked to Sage 50c, Sage 200c, Sage 200 Standard Online, 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.

Why are Sage users choosing PaperLess to automate invoice scanning 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 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 Developer like PaperLess Europe can offer.

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 of Sage 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

Invoice Management with built-in OCR and Invoice Approval

November 20, 2018November 20, 2018 / paperlessforsage / Leave a comment

Thousands of Finance Professionals in Europe have found PaperLess a helpful solution to work securely and efficiently. PaperLess enables businesses to manage all their electronic documents and complete the workflow process by using automatic invoice recognition, workflow approval and many other smart features in PaperLess software. PaperLess also offers seamless fast integration with Sage and other accounting applications, meaning organisations do not need to give up their current accounting application in order to go paperless.

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

With PaperLess, Finance Professionals can manage all their documents and working papers, workflow approval processes and have all this directly accessible from within Sage. Companies can now enjoy hassle-free workflow management with PaperLess Document Management for Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online.

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

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

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

1. Simple workflow management

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

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

2. Smart workflow management

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

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

3. Secure workflow management

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

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

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“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

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 UK CFOs choosing Document Management with Sage certification?

November 19, 2018 / paperlessforsage / Leave a comment

Well, UK CFO’s like many other finance professionals using Sage are choosing PaperLess because of the seamless integration between PaperLess Document Management software and Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online 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.

Automation levels on document management and invoice processing routines only offered by Sage Platinum Developer Partner, PaperLess Europe, which had its quality recognised by Sage UK itself who distinguished PaperLess software solutions with the certification for both Sage 50 and Sage 200. This means that when implementing PaperLess software, Sage users can rest assured that they are implementing a solution recognised and certified by Sage itself.

What else can explain the fact that in just a few years thousands of Sage users have decided to go PaperLess?

That is because PaperLess Document Management is constantly developing and creating unique features to speed up document management processes like PaperLess Company Inbox, a new feature of PaperLess Document Management for Sage that allows Sage users to fully automate their document management processes from the moment suppliers send them invoices by email until they are posted into Sage.

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

The preferred choice of Finance Directors across UK and Ireland, PaperLess Company Inbox is 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 Company Inbox email.

From Email direct to Sage, including automatic matching and closing of purchase orders, only with PaperLess Company Inbox for Sage 50 and Sage 200c, a new software feature introduced by PaperLess Software, offering Sage users all the quality and know-how that only a Sage Platinum Developer Partner can offer.

As a Sage Platinum Developer Partner this is an exclusive PaperLess’ development for Sage users, representing 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.

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.

Yes, that’s right with PaperLess software Sage users can also automate invoice approval processes in both Sage 50 and Sage 200…

PaperLess Document Approval allows Sage users to streamline the document approval process while, at the same time, ensures that the complete audit trail of the approval process is directly linked to transactions both in Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online.

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, companies 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.

Does PaperLess software give me the tools to reduce manual data input and speed up invoice scanning and processing speeds?

OCR stands for Optical Character Recognition, a powerful technology adopted by an increasing number of companies, especially the ones dealing with large number of documents, to reduce time spent on manual data input. However, there are challenges when choosing the best software, since one thing is to get the data from the documents another thing is to know what to do with that data.

That is precisely why Sage Platinum Developer Partner – PaperLess Europe – developed a document management software that also integrates a powerful OCR engine for Sage, enabling businesses to convert PDF to OCR and afterwards automatically post all this data directly into Sage 50 and Sage 200. This way you not only automatically capture the data from the documents but you also have a software that knows what to do with that data, being that this is something that only a solution seamlessly integrated with Sage could offer to Sage users.

PaperLess uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract information from your invoices directly into PaperLess workspace. PaperLess also supports XML invoices. PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats is easy to manage. Automatic Invoice Recognition saves time and reduces manual data entry so that your office clerks can work more efficiently.

Converting PDF to OCR is crucial in the document workflow process because businesses have been relying heavily on the paper document management. With PaperLess, automated invoice processing is simple and smart.

First of all, use Add Document function in PaperLess to drag and drop your PDF documents from emails or computer into the PaperLess workspace. Alternatively, print the document into PaperLess by choosing PaperLess Printer in the option area. Once PDF documents are added, convert PDF to OCR by using PaperLess Automatic Invoice Recognition which takes only few seconds to recognise the relevant data from your invoices.

After documents are converted from PDF to OCR, PaperLess invoice recognition for Sage allows businesses to post transactions directly to your existing accounting application. Additionally, all PaperLess functionality is available in Remote Access. Paperless Remote Access is a convenient function that enables businesses to have access to documents anywhere and anytime. The secure Remote Access via the Internet looks and feels the same as PaperLess workstation. Bandwidth requirement is low as documents are only viewed when needed.

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

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 Automatic Invoice Scanning with OCR

November 15, 2018November 15, 2018 / paperlessforsage / Leave a comment

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

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

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

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

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

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

Automatic Invoice Scanning… This is the way to do it!

November 12, 2018 / paperlessforsage / Leave a comment

CFO’s, Finance Directors and many other finance professionals have realized that the best way to automate document management processes and invoice processing routines is to not only have all documents scanned into digital format as soon as they are received but also to use OCR technology to automatically extract all data from the invoices.

THE QUESTION IS, WHAT TO DO WITH THAT DATA CAPTURED FROM THE INVOICES?

Well, that is why Sage users preferred option is PaperLess Document Management, a powerful document management solution with built-in OCR technology that integrates seamlessly with Sage 50 Cloud, Sage 200 Cloud, Sage 200 Standard Online and Sage 200 Extra Online allowing Sage users to automatically have all their data posted into Sage and also have all their accounting documents directly linked to Sage transaction lines. Document retrieval can then be done via a simple look-up directly from within Sage.

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

HOW DOES PAPERLESS DOCUMENT MANAGEMENT FOR SAGE WORK?

PaperLess scans invoices and enables businesses to process accounting transactions within one workspace. Businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess.

PaperLess handles multiple suppliers with multiple document formats and also supports XML invoices. 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.

WHY ARE SAGE USERS CHOOSING PAPERLESS TO AUTOMATE DOCUMENT MANAGEMENT PROCESSES?

Well, because with PaperLess Document Management 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.

There is no need to give up your current accounting application to go PaperLess because PaperLess integrates seamlessly with Sage 50 Cloud, Sage 200 Cloud, 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 IF I NEED TO ACCESS TO ONLINE INVOICE APPROVAL?

Well, PaperLess as a built-in Online Invoice Approval system that allows you to streamline the document approval process within your company while, at the same time, ensures that you have the complete audit trail of the approval process directly linked to your transactions both in Sage 50 Cloud, Sage 200 Cloud, Sage 200 Extra Online and Sage 200 Standard Online.

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 50 and Sage 200 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.

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

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’s OCR Technology changing the way Finance Departments work?

October 18, 2018October 18, 2018 / paperlessforsage / Leave a comment

First of all, it is important to explain what OCR technology is and why is it becoming increasingly used by Finance Departments. OCR stands for Optical Character Recognition, a technology that automatically capture the data from invoices so that no more time is spent on manually keying in data. For this reason, OCR software are becoming part of the daily routines of any finance professional dealing with a large number of documents. By speeding-up invoice processing routines and reducing the need for manual data input OCR technology is transforming the way Accounts Departments work.

From Accountants and Bookkeepers to Construction companies and the Hospitality Industry, Optical Character Recognition is the key for companies to process large volumes of documents without the need to increase the headcount.

Want to know more about OCR for Sage 50 and Sage 200?

One thing is to automatically extract data from the invoices, but another thing is what to do with all that data?

Well that is where things get more complicated, if the OCR engine you are using only extract the data and does not integrate with the software you are using for your accounts, you end up having to copy and paste it into the fields where you want to have that data placed. That is why integration with your accounting software is key to ensure that you fully exploit all the potential your OCR engine has to offer.

PaperLess document management system uses two layers of sophisticated OCR (Optical Character Recognition) technology to recognise the information on the invoices. With Automatic Invoice Recognition, PaperLess document management system extracts the relevant data from the invoices quickly so that organisations can save time and reduce manual data entry.

The seamless integration between PaperLess and Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online means that once data is captured invoices can be posted directly into Sage in a completely automatic manner. On posting PaperLess also links the documents directly to the transactions in Sage so that retrieval of documents can be done via a live lookup directly from within Sage.

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

PaperLess OCR technology for Sage is allowing thousands of Sage users to save time and reduce manual errors. At the same time Paperless even checks for duplicate transactions when running invoice recognition for better document management.

What about if my invoices need to be approved before direct posting onto Sage?

After the invoice recognition extracts the relevant data from invoices to PaperLess, PaperLess users can edit accounting information and send accounting transactions to other team members for approval. PaperLess document management system has Document Approval functionality so that documents can be approved by simply logging into the system. Once final approval is given and the documents are posted onto Sage, PaperLess will link both the document and the complete audit trail of the approval process directly into the corresponding Sage accounting lines, meaning that retrieval of document and audit trail of the approval process can be done via a simple lookup 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

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

Viewing invoices directly from within my Sage now available in UK and Ireland…

October 17, 2018October 17, 2018 / paperlessforsage / Leave a comment

Yes, that’s right Finance Professionals using Sage can now view all accounting documents directly from within Sage 50 and Sage 200.

HOW DOES LIVE LOOKUP OF DOCUMENTS FROM WITHIN SAGE WORK?

Seamless integrated with Sage 50c, Sage 200c, Sage 200 Standard Online Sage 200 Extra Online, PaperLess for Sage is a document management solution created by Sage Platinum Developer Partner, PaperLess Europe, that enables Sage users to automatically capture the data and post invoices directly into Sage and to retrieve those invoices by doing a simple lookup from Sage accounting lines.

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

Being a Sage Platinum Developer Partner, PaperLess offers Sage users a powerful document management solution that brings together OCR technology, Online Invoice Approval and Automatic Matching and Closing of Purchase Orders to automate Document Management Processes and Speedup invoice processing routines. The integration level achieved means that Sage users can afterwards retrieve those documents directly from within Sage accounting lines.

Take a look at Sage Additions to know more about PaperLess Document Management for Sage. Sage Additions Catalogue offers you access to software and services from the Sage developer Network that allow you to boost the performance of your Sage Accounting package.

WHY IS PAPERLESS BECOMING THE PREFERRED DOCUMENT MANAGEMENT SOLUTION OF SAGE USERS ACROSS UK AND IRELAND?

Well, there’s no easy answer but it all starts with the seamless integration between PaperLess Document Management software and Sage 50c, Sage 200c, Sage 200 Standard Online Sage 200 Extra Online 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.

With high client satisfaction levels, Sage users now know what software to choose when they want to automate document management processes and invoice processing routines.

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

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 built-in Online Invoice Approval now available for Finance teams…

October 11, 2018 / paperlessforsage / Leave a comment

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

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

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

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

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

1. Simple workflow management

2. Smart workflow management

3. Secure workflow management

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

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

PaperLess provides you with a secure way to ensure that your purchase invoice approval for Sage can be monitored the way your organisation works. Once the approval process is finished you can make a final confirmation on the transactions, and amend any accounting lines in the transaction voucher prior to posting into Sage.

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.

PaperLess invoice approval for Sage is fast and secure as you can always see both the Sage transaction and the preparation in PaperLess. No time is wasted waiting for synchronisation as it is instant. Since you can move the document around without leaving the accounting lines, data entry is quick so you save a considerable amount of time by viewing all the data in one go.

Alternatively, PaperLess also allows you to approve other documents for Sage besides the invoice approval functionality. This means that the people within an organisation who are involved in the non-accounting document approval process have no requirement to have access to Sage. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled by the Paperless Other Documents Archive. Therefore, it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.

WHAT OUR CLIENTS SAY ABOUT PAPERLESS

“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

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?

October 8, 2018October 8, 2018 / paperlessforsage / Leave a comment

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?

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.

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

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 challenge companies are facing…

September 14, 2018September 14, 2018 / paperlessforsage / Leave a comment

Lack of visibility into invoices and documents is seen as the leading driver for change by companies looking at reducing the inefficiencies in their accounts payable departments. Any company wanting to eliminate inefficiency in accounts payable processing, getting the right software is vital but the true danger lies here, with companies choosing software that are not fully integrated with their accounting system which, instead of making processes simpler and faster, will in fact do the opposite.

In this video you can get to know the main challenges companies face when trying to manage their documents in Sage and how Sage Developer, PaperLess Europe, is helping them doing it in a simple, smart and secure way. Take a look at the video below to know all you need about PaperLess Document Management for Sage 50 and 200.

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

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

Why did PaperLess become the preferred solution of Sage users to automate document management processes?

Well, the main reason is because of the seamless integration between PaperLess and Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online that gives Sage users access to Automatic Invoice Recognition, Automatic Data Input and Document Matching together with Electronic Document Approval and online document exchange and approval to improve the efficiency of their Sage accounting package.