With hundreds of documents having to be approved internally across the company, many times with people spread across different locations, CFO’s, Finance Directors and many other Finance Professionals have been looking for a way to streamline the document approval process, keeping a clear overview of the status of each one of the documents.
For Sage users the preferred choice to keep control over the entire invoice approval process has been PaperLess Document Management, a Sage add-on solution that integrates with Sage and offers invoice approval function so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage.
PaperLess provides you with a secure way to ensure that your purchase invoice approval for Sage can be monitored the way your organisation works. Once the approval process is finished you can make a final confirmation on the transactions and amend any accounting lines in the transaction voucher prior to posting into Sage.
There are many benefits to have invoice approval for Sage function in a PaperLess account management solution that also integrates with Sage. This means that any document which requires approval can be tracked through the approval process or even the entire work flow process. All purchase invoices can be managed and approved for Sage within the PaperLess workspace. More importantly, audit trail is clear for all users’ approvals.
PaperLess invoice approval for Sage is fast and secure as you can always see both the Sage transaction and the preparation in PaperLess. No time is wasted waiting for synchronisation as it is instant. Since you can move the document around without leaving the accounting lines, data entry is quick so you save a considerable amount of time by viewing all the data in one go.
Alternatively, PaperLess also allows you to approve other documents for Sage besides the invoice approval functionality. This means that the people within an organisation who are involved in the non-accounting document approval process have no requirement to have access to Sage. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled by the Paperless Other Documents Archive. Therefore, it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.
The PaperLess Dispute Approval Method is allowing companies to make sure that their VAT is registered as early as possible in Sage 50 and 200, giving them a better cash flow situation, whilst ensuring that company costs are booked, but not released for payment in Sage until the last recipient in document flow has approved the invoices.
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