HMRC and Document Management – What Sage users need to know?

Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteUnlike what many Finance Professionals think, HMRC does not specify any rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like bookkeeping software).

In fact, HMRC can charge you a penalty if your records are not accurate, complete and readable so make sure you store your documents in a digital format and well organized making sure that you can have easy access to them. Click here to check what HMRC says about keeping digital records

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

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

Besides being a Sage Developer, PaperLess is also listed on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online.

Doc Management Software for Sage 50 with built-in OCR system for invoice processing.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

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

Gary Robinson, Real Group’s Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

HMRC and Digital Record Keeping – What you need to know.

Sage Developer for Document Management Area - PaperLess OCR with Document Approval for Sage 50 Accounts and Sage 200 Business SuiteUnlike what many Finance Professionals think, HMRC does not specify any rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like bookkeeping software).

In fact, HMRC can charge you a penalty if your records are not accurate, complete and readable so make sure you store your documents in a digital format and well organized making sure that you can have easy access to them.

Click here to check what HMRC says about keeping digital records or Visit PaperLess Website to Find Out more about Digital Record Keeping

Doc Management Software for Sage 50 with built-in OCR system for invoice processing.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

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

Besides being a Sage Developer, PaperLess is also listed on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts and Sage 200 Business Suite.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

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

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

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

Check here what HMRC has to say about Digital Record Keeping

Click here to see how to process your invoices digitally

PaperLess Document Management for Sage Methodology

In fact in HMRC website, tax payers can find the HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online.

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

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

HMRC fully paperless by 2020! What do you need to know?

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

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

Check here what HMRC has to say about Digital Record Keeping

Click here to see how to process your invoices digitally

In fact in HMRC website, tax payers can find the HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online.

PaperLess Document Management for Sage Methodology

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

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

OCR Software with Automatic Posting into Sage – How does it work?

Book your Free Online Demo of PaperLess Document Management for SageBeing a Sage Developer, PaperLess Optical Character Recognition software for Sage allows Sage users to automatically extract all data from the invoices and automatically post that data into Sage. But PaperLess Document Management for Sage goes even further allowing Sage users to also have all their accounting documents and corresponding approval flow directly linked to Sage transactions.

In this two minutes video – PaperLess in a Nutshell – you can find how to fully automate your document management process while exploring the full potential of your Sage accounting package with:

  • Automatic Invoice Recognition 
  • Automatic Workflow 
  • Documents directly linked to transactions in Sage
  • Lookup of documents directly from Sage 
Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

PaperLess in a Nutshell – How does that work?

  • Save time and resources on data input while increasing accuracy levels with Automatic Invoice Recognition
  • Turn manual data input into a fully automatic and more reliable process, with more than 80% success rate
  • Eliminate the need to outsource data input services, saving money and the hassle it represents
Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

How to register your VAT as early as possible in Sage with the new PaperLess Dispute Approval Method?

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

  • Automatically post invoices into Sage when sending for approval in PaperLess while having them automatically stopped for payment pending corrections and dispute resolution;
  • Improve cashflow situation by having VAT registered as early as possible in Sage 50 Accounts;
  • Complete audit trail of the entire approval process so that you can forever have easy access to what changes were made and by who;

Visit PaperLess Website or Take a look at the video to find out more

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

With PaperLess Approval Dispute Method any changes to accounting lines made during the approval process will automatically be posted as journal corrections. This way users can have updated supplier ledgers in Sage even if they are not sure on the correct nominal ledger accounts when sending the invoices for approval.

PaperLess will automatically manage everything.

A powerful new feature that will allow you to have all your transactions in Sage as soon as you receive the invoices but only send them for payment once all the information is verified and corrected. With the complete audit trail given by PaperLess Document Flow you will forever have easy access to what changes were made and by who.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Free Webinar – How are Finance Departments increasing data accuracy levels while automating document management processes?

Sage Finance Professional Webinar - Invoice processing, Invoice Scanning and OCR for Document Management Automation

Want a 30 Seconds Sneak-Peak? Take a look at the video.

Click Here to Book Your Place Now

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Saving time and money through Document Management Automation – Know more about the new approach Finance Directors are taking…

Book your Free Online Demo of PaperLess Document Management for SageEfficient document archiving software helps businesses archive documents electronically saving both time and money for your organisation. PaperLess archives all your electronic documents securely and efficiently by using the secure remote access and powerful search function. PaperLess comprehensive user rights also allow businesses to keep their data safe.

Some businesses today are still storing paper stashes in an old fashioned way while other companies use the conventional Scan to Archive methodology for archiving. PaperLess is designed to utilise the best features of Capture>Process>Archive to ensure a quicker and higher ROI for your organisation.

Capturing information at the start of a business process allows organisations to manage critical information while reducing manual labour costs such as data entry, sorting, filing, storage and shipping. Capture technology also helps improve the efficiency of core business functions and enhances data quality throughout the organisation.

PaperLess is efficient document archiving software for your business. The PaperLess comprehensive user rights control protects your data and documentation. Both of your accounting and business documents can be archived in the PaperLess Accounting Archive and Other Document Archive separately, providing further security for your accounting records. Each user has access to one or more folders or companies within PaperLess with different levels of user rights granted for each folder or company.

The PaperLess powerful search function enables businesses to quickly find any document in the PaperLess archives with the least amount of data required. Multiple search fields make it easy to locate the transaction or document your business needs.

Find out more about PaperLess Document Management for Sage

PaperLess Document Management for Sage 50 and Sage 200 with OCR software

With PaperLess Remote Access, all PaperLess features are available wherever and whenever you are. Only an internet connection is required. This is a convenient feature that enables businesses to have access to documents outside of the office. The secure Remote Access looks and feels the same as PaperLess workstation, so the PaperLess document archiving software is accessible anywhere you are.

Additionally, PaperLess document archiving software does not only archive documents but also captures data in the beginning of the workflow process. PaperLess captures your documents by using the flexible Add Documents and Automatic Invoice Recognition. PaperLess Add Document function allows businesses to drag and drop documents from emails or local computers directly into the PaperLess workspace. Businesses can also scan all the paper work into PaperLess by using the PaperLess printer. PaperLess automatic invoice recognition extracts all the relevant data from your invoices, so there is no need for manual data entry. PaperLess integrates seamlessly with Sage 50 Accounts and Sage200, so businesses are able to post invoices directly into their Sage from PaperLess. Synchronisation happens at the background instantly. The smart PaperLess invoice recognition for Sage helps many businesses and accountants to work more efficiently and securely with their clients.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

Managing documents in Sage, the PaperLess way!

Book your Free Online Demo of PaperLess Document Management for SagePaperLess is a centralised document management solution that helps businesses save time, increase profit, and reduce risk. PaperLess is designed to utilise the latest document management methodology Capture>Process>Archive. PaperLess captures all your paperwork from scanning and adding electronic documents to processing them in your accounting applications and archiving in PaperLess folders securely.

Find out more about PaperLess Document Management

PaperLess Document Management for Sage

PaperLess document management solution encourages businesses to digitise their paper documents as early as possible in the business processes, saving time and money as it is more efficient to handle electronic documents in a centralised document management system. Businesses can scan paper directly to PaperLess or drag and drop multiple documents from emails or computers. Alternatively use PaperLess Printer to print files such as PDF into PaperLess workspace. The PaperLess edit TIF functions enable businesses to merge, split and re-organise files electronically so working through a batch of paperwork is simple and smart.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

Paperless Automatic Invoice Recognition uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract the relevant data from your invoices. PaperLess document management solution handles multiple suppliers with multiple document formats including XML invoices. Automatic invoice recognition saves time and reduces manual errors. Accountants are able to edit accounting information without leaving the accounting lines and send transactions for approval within the PaperLess workspace.

PaperLess document management solution makes sure businesses keep track of their documents in the workflow process with Document Approval functionality. This means that the people involved in the approval process can have access to selected PaperLess folders authorised by your administration.

Businesses can now benefit from PaperLess invoice recognition for Sage as PaperLess integrates seamlessly with Sage 50 and Sage 200. Synchronisation happens at background instantly. After accounting transactions are approved by your colleagues, they can then be posted with the relevant documents into Sage directly from PaperLess. Colleagues are also able to view them within PaperLess at a later stage.

PaperLess document management solution enables businesses to archive both accounting and business documents in separate folders Accounting Archive, and Other Documents Archive, so your company privacy remains secure.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com

What are HMRC recommendations regarding digital document storage?

Book your Free Online Demo of PaperLess Document Management for SageHMRC does not specify any rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software). In fact HMRC can charge you a penalty if your records are not accurate, complete and readable so make sure you store your documents in a digital format and well organized making sure that you can have easy access to them.

Click here to find out what HMRC is saying about Digital Record Keeping or Find out more about PaperLess Document Management

PaperLess Document Management for Sage

PaperLess software is now on HRMC Record Keeping Software Providers List, which presents to users a number of software suppliers that have produced simple record keeping applications to help accounting professionals manage their documents and, in the case of PaperLess software, to have those documents directly linked to transactions in Sage 50 Accounts and Sage 200 Business Suite.

Check HRMC Listing here or Find out more about PaperLess Software

PaperLess software integrates seamlessly with Sage 50 Accounts and Sage 200 Business Suite, allowing companies to manage all their documents in a fast and effective way. But PaperLess is much more than a simple document management solution, allowing users to send documents on workflow for approval, access all information online and give secure remote access to both employees and clients so that they can access all Sage transactions and documents whenever and wherever they are.

Contact us for your 20 minutes free online demo of PaperLess and get a glance of what PaperLess can do for your business and why more and more Sage users are relying on PaperLess to increase their productivity levels and to gain competitive advantages.

Book your Free Online Demo - PaperLess Document Management for Sage with OCR and Document Approval to Process Invoices

What our clients say about PaperLess

“Compared to any competitor PaperLess is just more value for money.”

Scott Gibson Eventura’s Consultancy Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com