You can now manage both your accounting and non-accounting document in PaperLess with PaperLess Non-Accounting Archive module which enables you to create your own tree of documents and search fields so that you can have access to all your non-accounting documents at the click of a mouse button. To the powerful search features PaperLess also added the possibility for you to restrict access to folders, enabling you to keep control over who sees what also for non-accounting documents.
The PaperLess Non-Accounting Archive means that you and your colleagues can collaborate on documents, archive documentation and easily retrieve documents when you need them, using the comprehensive search features of the metadata stored with each document. All documents are secured by user access rights at folder and document level.
But there is more, if you need to have non-accounting documents for approval you can easily send them via PaperLess so that when final approval is given documents can be automatically archived with the full audit trail of the approval process linked to them.
PaperLess Document Recognition is also available for non-accounting documents meaning that you can have PaperLess automatically capturing the data of your documents and automatically archiving them when all data is found. This means that you do not have to spend more time on manually archiving non-accounting documents since PaperLess will do that for you in a seamless manner.
A typical example of the way PaperLess clients use this feature is when they receive a batch of Proof of Deliveries, Payslips, Sales Related Documents. All they need to do is to simply bring those documents into PaperLess and use PaperLess Document Recognition to capture all necessary data from the documents and automatically archive them. If this data includes the Sales Order or Purchase Order number, PaperLess will also automatically check in Sage if a Sales Order or Purchase Order with that number exists and, if it does, it will automatically link the document to the corresponding Sales Orders in Sage.
All this always seamless integrated with your accounting package, meaning that when you store a non-accounting document you will still have access to all information regarding your suppliers, customers, ledgers, etc. directly linked to your PaperLess Non-Accounting Archive.
With PaperLess Secure Remote Access you now have online access to all your accounting and non-accounting documents from wherever you are. Simply connect to PaperLess and everything is at the distance of click of a mouse button.
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