Well, that’s because PaperLess Document Management software is a Sage Authorised solution that brings together Invoice Data Capture for Sage, Automatic Matching of POs in Sage, Online Invoice Approval and Live Invoice Retrieval directly from within Sage. A full document management system that allows Sage users to easily manage all their paperwork from scanning and adding electronic documents to approve invoices and processing them Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online.
Seamlessly integrated with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online, with PaperLess Document Management Sage users scan invoices directly into the system as early as possible in their business processes or, if receiving them in digital format, they simply drag and drop the invoices into the PaperLess workspace.
By bringing invoices into PaperLess as soon as they are received, companies start speeding up invoice processing routines right from the start. Once invoices are in PaperLess then it is just running PaperLess Invoice Recognition for Sage so that all relevant data is capture, review the information and either post the invoices to Sage or send them for approval via PaperLess Online Invoice Approval for Sage.
When posting invoices to Sage from PaperLess the posting is done exactly as if the transaction was created directly within Sage with the advantage that invoices are automatically attached to Sage transactions. This means that afterwards invoices can be retrieved via a simple live lookup from Sage accounting lines so that no more Sage users have to spend valuable time on archiving and retrieving invoices.
PaperLess document scanning software uses two layers of OCR (Optical Character Recognition) technology to extract the relevant data from your invoices by using Automatic Invoice Recognition. PaperLess handles multiple suppliers with multiple document formats, and also supports XML invoices. Automatic Invoice Recognition saves time and reduces manual errors so workflow management in your organisation is more efficient.
After running automatic invoice recognition, businesses can post accounting transactions with the relevant documents attached directly from PaperLess into their existing accounting applications. PaperLess integrates seamlessly with Sage 50 and Sage 200 and many other popular accounting applications. The synchronisation happens instantly in the background. There is no need for companies to give up their accounting applications in order to go paperless. Colleagues can view the accounting transactions stored in the Accounting Archive folder at a later stage.
Another revolutionary time-consuming system that arrived with PaperLess accounting software is invoice approval workflow. Tracking all the invoices electronically, the invoice approval workflow permits you to manage all the bill payment processes, enforce and streamline approvals for every bill and invoice received. Plus, there’s the bonus of remote accessibility- with the correct authorization you can access the invoice approval workflow from any computer, anywhere.
Seamlessly integrated with Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online, PaperLess Document Management allows you to get all document approved in a fast and easy manner while keeping full control over the entire document approval process.
Through a secure remote access you can approve documents wherever you are, so if you have people working remotely or spread across different offices they will now be able to approve documents in seconds with PaperLess Online Document Approval feature.
With a powerful set of automation rules you can automate the document approval process you currently have in place. Once PaperLess Automatic Invoice Recognition extract the data from the documents it can automatically send them to the default recipient you have set for that supplier, department, project or cost unit responsible.
Our experience tells us that although automation is a key factor to speed-up invoice processing, it is also extremely important to be able to keep control over what is being approved. PaperLess allows you to setup several user rules so that you can control what each user can approve.
Yes, that’s right… no more need to go through emails back and forward to see who approved what, in which dates and why certain changes were made. With PaperLess Document Approval you have the complete audit trail of the approval process by doing a simple look-up from the transaction in Sage… It is as simple as that…
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 all invoices received, including the ones that have a Purchase Order to which they need to match in order to be posted onto Sage. 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 and, 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.
Yes, now that is also in reach of Sage users with the new and exclusive PaperLess Company Inbox module. A cutting-edge software solution that allows you to fully automate your Document Management Processes from the moment suppliers or clients send you invoices by email until they are posted into Sage.
Company Inbox is a powerful system that enables Sage 50 and Sage 200 users to automatically process all documents received by email by setting automation rules that are applied as soon as documents are received in Company Inbox email, turning document management into a fully automatic, faster and more reliable process.
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