Finance Professionals have been looking for a way to deal with the increasing number of accounting documents and to automate invoice scanning and invoice processing routines. For Sage users that task has now become easier since they have access to this directly from with their Sage welcome screen.
The choice of thousands of Sage users across UK and Ireland to manage accounting documents and speed up invoice processing routines now available from within Sage 50 and Sage 200 accounting package.
Yes, that’s right…. Sage 50 and Sage 200 users have now available automatic all relevant information on invoice scanning directly from within their Sage welcome screen making it easier for them to find out how to have all invoices can be processed and posted to Sage with no need for manual data input. 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.
- Automatic Invoice Recognition
- Automatic Matching and Closing of Purchase Orders
- Automatic link of documents to Sage Accounting Lines
- Live Lookup of Documents directly from Sage Transaction Lines
- Online Invoice Approval with PaperLess Document Flow
- Full Automation of Emailed Invoices with PaperLess Company Inbox
How does PaperLess Invoice Scanning Software for Sage works?
This new way of processing invoices in Sage is a result of the work carried out by Sage Developer, 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.
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.
Live invoice lookup now available directly from within Sage 50 and Sage 200
All invoices processed via PaperLess are automatically linked to Sage accounting lines, meaning that retrieval can be done by doing a simple live lookup of the document directly from within Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online.
How does Optical Character Recognition software for Sage work?
PaperLess invoice scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from invoices by using Automatic Invoice Recognition. After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications.
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.
