For many years Finance Professionals have been looking for solution that works together with their accounting package and that brings together Automatic Data Capture, Online Invoice Approval and Automatic Matching and Closing of Purchase Orders. Until recently these invoice processing features used to work in a completely separate from the different accounting software which was raising the question, what to do with all the data captured and the invoices approved?
That is no longer the case, with Finance Professionals using Sage now benefiting from a document management and invoice processing solution that works seamlessly integrated with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online making data capture, online invoice approval and automatic matching and closing of purchase orders an integrate part of their Sage accounting package.
Automatic Data Capture for Sage is brought by Sage Platinum Developer Partner, PaperLess Europe, who uses two layers of sophisticated OCR (Optical Character Recognition) technology to extract information from your invoices directly into PaperLess workspace. PaperLess can run invoice recognition on multiple invoices at the same time and the configuration to handle many different invoice formats is easy to manage.
With a built-in OCR software for Sage, Sage users can now go PaperLess and at the same time benefit from automatic data capture, online document approval and look-up of documents directly from Sage. Automatic Invoice Recognition saves time and reduces manual data entry so that your office clerks can work more efficiently.
Once data is automatically captured by PaperLess Invoice Recognition Software the seamless integration with Sage makes it possible for PaperLess to automatically check which defaults each supplier has in Sage, meaning that Sage users do not even need to spend time on keying in Nominal Codes, Departments, Tax Codes since all this is directly taken from the suppliers’ information in 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.
But there’s more, due to the seamless integration between PaperLess and Sage you can easily retrieve all invoices and the audit trail of the approval process directly from Sage Accounting Lines by doing a live loo-up of the documents you wish to retrieve.
Once invoices are brought into PaperLess the user runs 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 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.
Find out how to fully automate document management processes and invoice processing routines with PaperLess Company Inbox… From email directly into Sage with Automatic Matching and Closing of Purchase Orders…
…well, because PaperLess Document Management for Sage offers all the quality that only a Sage Platinum Developer Partner can offer and for that reason it integrates seamlessly with Sage 50c, Sage 200c, Sage 200 Standard Online and Sage 200 Extra Online so that managing all financial documentation is a breeze. It is easy for users to learn to use PaperLess so they can manage their documents in a more efficient way. PaperLess enables users to follow through the entire electronic document management for Sage routine in an organisation.
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