CFO’s, Accountants, Bookkeepers and many other finance professionals are streamlining the document approval process within companies while, at the same time, ensuring that they have the complete audit trail of the approval process directly linked to transactions both in Sage 50 and Sage 200. In order to achieve this, Sage users have now available the document management software solution developed by Sage Platinum Developer, PaperLess Europe, that provides companies with a secure way to ensure that purchase invoice approval across the company is done in an automatic manner and that users can approve invoices from any location by accessing PaperLess via the Internet.

But how can they have the audit trail of the approval process directly linked to their Sage accounting software?

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.

Once invoices are approved and posting is done, PaperLess will automatically link the invoices and the audit trail of the approval process directly to Sage transaction line. This means that the retrieval of all this information can be done via a simple lookup directly from Sage transaction lines.

By having PaperLess Invoice Approval for Sage 50 and Sage 200 Sage users can ensure 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 and accessible directly from within Sage accounting lines.

The seamless integration between PaperLess and Sage allows you to have all your documents directly linked to the transactions you have in Sage as well as the complete audit trail of the approval process also in Sage. This means that by a simple look up of the document directly from Sage you have access to all information related to it: who approved what, in which dates, the changes made and who made them.

Why is PaperLess becoming the preferred choice of Sage users to automate invoice approval processes?

Because PaperLess Document Management for Sage provides Sage users with a secure way to ensure that purchase invoice approval for Sage can be monitored the way your organisation works.

• Document Management with built-in Invoice Approval Function
• Document look-up directly from within your Sage package with the complete audit trail of the approval process
• Multiple approval options, with PaperLess Dispute Method you can also automatically set and remove the dispute flag in Sage
• Full control over the approval process, with maximum amounts users can approve and full customization of the approval process.

There are many benefits to have invoice approval for Sage function including the fact 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.

By using PaperLess Document Approval you end up with an audit trail of the complete Approval Process all this directly linked to Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online so that you can have all information at the distance of a click of a mouse button.