Automatic Matching & Closing of Purchase Orders for Sage 50 Accounts, Sage 50cloud, Sage 200 Professional, Sage Intacct and SAP Business One brought to you by Sage Developer Partner, PaperLess Europe.

PaperLess Purchase Order Matching allows you to automatically match and close of Purchase Orders in Sage 50 Accounts, Sage 50cloud, Sage 200 Professional, Sage Intacct and SAP Business One .

Yes, that is right… The seamless integration between PaperLess Document Management, Sage and SAP B1 enables accounts teams to automatically match and close of Purchase Orders, making invoice processing a much faster and accurate process.

With PaperLess Automatic Purchase Order Matching, Accounts Teams no longer have to be manually checking if invoice and purchase order amount match. In order to automate this process, PaperLess automatically captures the invoice data and, if it finds a purchase order number, it will check if the invoice amount matches the purchase order amount. In case they match, then PaperLess automatically closes of the purchase order and posts the transactions into Sage or SAP Business One.

As a comprehensive Document Management Software fully compatible with Sage and SAP B1, PaperLess also enable Accounts Teams to automate purchase order approval processes. This is made possible by PaperLess PO Requisition – click here to learn more about PO Requisition Software for Sage – which covers the entire approval process prior to the creation of the purchase order in the accounting system.

PaperLess PO Matching – Take a look at the video to learn more

How does PaperLess Purchase Order Matching work?

Once you bring the invoices into PaperLess, all you need to do is to run PaperLess Automatic Invoice Recognition to automatically extract all data from the invoices. When the OCR detects that there is a Purchase Order number on the invoice, PaperLess cheks if in Sage there is a Purchase Order for that supplier that matches the Purchase Order number on the invoice. If there is, PaperLess automatically checks if the amount on the invoice matches the amount on the Purchase Order. If they match, PaperLess posts the invoice and automatically close the Purchase Order in Sage.

Is it possible to automate PaperLess Purchase Order Matching even further?

Yes, with PaperLess Company Inbox, Accounts Team can automate this process even further. All they need to do is to set up PaperLess to automatically processed all invoices received via email and, if when capturing the data from the invoices, it finds a PO number to automatically check if PO and Invoice amount match.

If there is a match, Accounts Teams can set up PaperLess to automatically post the transaction and close of the purchase order in Sage.

By implementing such automation rules, Accounts Teams can have all invoices that match the purchase order in Sage or SAP automatically processed without having to spend any time looking at those invoices. This way, Accounts Teams only need to focus their attention on the invoices that do not match the purchase orders.

Find out more on how PaperLess deals with Purchase Orders that do not match or Purchase Orders with multiple deliveries by simply booking an online demo.

Book Online Demo

Ask now for your free online demo and in 20 minutes you will find out how PaperLess software allows companies to effectively archive and link all documentation directly to their accounting transactions. See also how Automatic Invoice Recognition associated with powerful workflow features automates the entire process from the moment documents are receive until they are posted into your accounting package.

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