CFOs have been looking for a way to automate invoice scanning and approval routines so that their accounts teams can cope with the increasing number of purchase invoices received every day.
A challenge that the development partnership between PaperLess and Sage is giving answer to by enabling accounts departments using Sage 50 and Sage 200 to automatically scan invoices into Sage and get all accounting data automatically captured and posted to Sage.
The seamless integration with Sage also makes it possible for Sage users to have invoices automatically attached to Sage.
When Sage users need to retrieve invoices then can do so directly from the corresponding Sage transactions.
It is by bringing together invoice recognition for Sage and automatic attach of invoices to Sage accounting lines that PaperLess is rapidly becoming the top choice of CFOs to scan, process and archive invoices.
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
I am using Purchase Orders in Sage, will PaperLess still work for me?
Yes, definitely… scanning and invoice archiving are just some of the many features PaperLess has to offer.
When using Purchase Orders in Sage, PaperLess will automatically match the invoice amount with the Purchase Order amount. If they match PaperLess will close of the purchase order, post the transaction and attach the invoice to the corresponding Sage accounting lines.
Click here to learn more about PaperLess Automatic Matching and Closing of Purchase Orders for Sage.
What about invoices that need to be approved. Does PaperLess copes with this?
Online approval of invoices is one of the most successful features of PaperLess. With PaperLess Invoice Approval you can easily approve invoices online while keeping control over the entire approval process.
Fully compatible with Sage, PaperLess Online Invoice Approval gives you a real time overview of the approval process so that you can know the status of each document at any stage of the approval process.
Again, automation is key. You can easily set up invoice approval automation rules based on department, project, supplier, cost centre so that once that is automatically captured by PaperLess Invoice Recognition for Sage, invoices can be automatically sent for approval.
When transactions are posted to Sage, PaperLess will automatically attach not just the invoice to the corresponding accounting lines but also the complete approval history.
Yes, that is right… no more time spent on searching of invoices or checking who approved what, on which dates and why certain changes were made. PaperLess for Sage gives you access to all this directly from within you Sage Accounting Package.
Why to choose a Sage Authorised Solution to Speed Up Your Invoice Scanning Processes?
PaperLess Invoice Scanning Software is a Sage Authorised Solution for both Sage 50 and Sage 200 that has a built-in Optical Character Recognition (OCR) software, enabling Sage users to significantly increase invoice processing speeds, automate invoice management processes and reduce manual data input.
PaperLess Europe believe that the certifications of PaperLess for Sage 50 and PaperLess for Sage 200 are extremely important so that UK customers have the recognition from Sage UK themselves of the excellence of the software solutions developed by PaperLess. This way, consumers can make a decision based on facts, such as these certifications and the feedback of thousands of Sage users, and not just on promises which can lead companies to end up with a solution that either does not work or does not deliver the necessary integration levels to achieve true automation of document management processes.
This Sage Authorised Solution has the added advantage that due to the seamless integration with Sage documents are automatically linked to transactions in Sage, meaning that Sage users can now retrieve all their accounting documents by doing a simple look-up directly from within Sage.
