PaperLess is the choice of thousands of Sage users across UK and Ireland to automate document management processes and speed up invoice scanning and approval routines so take a look at some of the most frequently questions asked by Sage users wanting to automate document management processes, invoice scanning, invoice processing and invoice approval processes.
The Sage Addon Document Management Software created by PaperLess Europe, allows Sage users to automatically scan and attach invoices to Sage. All Sage users need to do is to bring in the invoices into PaperLess, run automatic invoice recognition, review the data and post the transaction directly into Sage.
With PaperLess, Sage users can automatically attach invoices to Sage so that they no longer have to spend time on manual invoice archiving. At the same time, Sage users can all get access to all invoices directly from within Sage accounting lines.
Automatic Invoice Recognition for Sage
Automatic Scanning of Invoices to Sage
Matching and Closing of Purchase Order in Sage
Live Invoice Lookup from Sage Accounting Lines
Online Invoice Approval seamless integrated with Sage
How can I retrieve my invoices once PaperLess post the transactions onto Sage?
With PaperLess, you can retrieve invoices via a simple live lookup directly from Sage transaction lines. This lookup gives you access to the document, the complete audit trail of the approval process and all accounting information.
How does PaperLess Automatic Invoice Recognition work?
PaperLess Automatic Invoice Recognition is powered by a powerful OCR software that automatically captures all relevant data from the invoices. Then, the Accounts Team only need to review the accounting data and post the transactions to Sage at the click of a button.
With PaperLess for Sage can I process and view my invoices online?
Yes, all features of PaperLess software are also available via a secure remote access. This means that if you have people outside the office or working across multiple locations, they can simply access PaperLess via the internet to process, approve and retrieve all accounting documents.
What about if I need to have invoices approved prior to post them to Sage?
PaperLess for Sage has built-in an invoice approval software which allows you to send invoices for approval.
PaperLess also enables Sage users to automate the approval process per supplier, department, project and/or cost unit while keeping control over approval amounts.
Once you approve and post the invoices to Sage, you will have access to the complete audit trail of the approval process directly from within you Sage. This way you no longer have to spend time on searching for the approval history.
My company uses Purchase Orders in Sage, will PaperLess work for me?
Yes, sure. PaperLess allows you to automatically match and close of Purchase Orders in Sage. The seamless integration between PaperLess Document Management and Sage allows Sage users to automatically match and close of Purchase Orders, making much faster and accurate to process invoices, including the ones that have a Purchase Order to which they need to match in order to post them to Sage.
So, how does the Purchase Order module of PaperLess for Sage work?
Once you bring the invoices into PaperLess, you just need to run the 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 will check in Sage if there is a Purchase Order for that supplier invoice that matches the Purchase Order number on the invoice. If it does, PaperLess will then automatically check if the amount on the invoice matches the amount on the Purchase Order. If yes, once the invoice is posted it will automatically close that Purchase Order in Sage.
Does PaperLess also caters for invoices received via email?
Yes, that is a basic feature of PaperLess software. All you need to do is to drag and drop the invoices from the email into PaperLess workspace and then run PaperLess Automatic Invoice Recognition. But there is more, for invoices received via email you have available PaperLess Company Inbox, a powerful feature that gives you access to Full Document Management Automation.
Available for Sage 50cloud, Sage 200 Professional, Sage 200 Extra Online and Sage 200 Standard Online, PaperLess Company Inbox gives Sage users the chance to automatically process all documents received by email by setting automation rules that are applied as soon as documents are received by Company Inbox, turning document management into a fully automatic, faster and more reliable process.
How can I have PaperLess software available for my Sage accounting package?
PaperLess reads all data directly from within Sage, making the installation process very simple and quick. The installation of PaperLess software is made remotely by PaperLess Support team and usually takes around one hour.
All PaperLess users also have one full day training where one of our experienced trainers will show you and your team how to exploit the full potential of everything PaperLess has to offer. After this training session you can start using PaperLess immediately.
My company processes large volumes of invoices, will PaperLess become very expensive for me?
Not at all, the pricing structure of PaperLess software is based on number of users and product modules so you can process unlimited number of documents without never having to worry about the price. PaperLess also includes unlimited number of companies so that you can grow your business without having to worry about how much that will cost you.
Why should I choose a Sage Certified Software?
Well, simply because only a Sage Authorised software created by Sage Developer Partner, can give Sage users the certainty that the software they are implementing works together with their Sage accounting package in a seamless manner. When dealing and manage large volumes of accounting documents what you need is a software that saves you time and work, something that can only be achieved by implementing a solution that works together and boosts the potential of the accounting software you currently use.
The fact that PaperLess Software is rapidly becoming the preferred choice of Sage users to automate invoice scanning and processing routines clearly shows the quality of the software solutions developed by this Sage Developer Platinum Partner.
Are there any videos available so that I can take a look at the software?
Yes, sure you can take a look at some of the online webinars of PaperLess for Sage and also schedule a free online demo by visiting paperless website: https://paperlesseurope.com/book-demo-paperless-document-management-for-sage/
PaperLess for Sage – The Best Document Management Software for Sage
