Yes, that’s right… Sage users have now available a Sage Addition Document Management solution with built-in OCR to automate document management processes and invoice processing routines. By working together and seamless integrated with Sage the posting can be done directly from within the document management application and documents are directly and automatically linked to the relevant transactions in Sage.
The technology that supports this document management solution for Sage has been developed by Sage Developer Partner, PaperLess Europe, and enables businesses to convert PDF to OCR so that all relevant data is automatically extracted from documents and processed internally. Documents can be sent for approval, with the audit trail of the approval process also directly linked to Sage, or, alternatively, if no approval is needed they can be posted directly into Sage.
First of all, use Add Document function in PaperLess to drag and drop your PDF documents from emails or computer into the PaperLess workspace. Alternatively, print the document into PaperLess by choosing PaperLess Printer in the option area. Once PDF documents are added, convert PDF to OCR by using PaperLess Automatic Invoice Recognition which takes only few seconds to recognise the relevant data from your invoices.
PaperLess uses two layers of sophisticated OCR (Optical Character Recognition)technology to extract information from your invoices directly into PaperLess workspace. PaperLess also supports XML invoices.
PaperLess can run invoice recognition on multiple invoices at the same time. Configuration to handle many different invoice formats is easy to manage. Automatic Invoice Recognition saves time and reduces manual data entry so that your office clerks can work more efficiently.
Converting PDF to OCR is crucial in the document workflow process because businesses have been relying heavily on the paper document management. With PaperLess, automated invoice processing is simple and smart.
Converting PDF to OCR is quick and easy at the start of the workflow process. PaperLess integrates with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online, and many more accounting applications because synchronisation happens instantly at background.
After documents are converted from PDF to OCR, PaperLess invoice recognition for Sage allows businesses to post transactions directly to your existing accounting application. All transaction types can be prepared and then posted from PaperLess saving time and increasing efficiency. Documents are available to view in the Accounting Archive instantly without any waiting.
Additionally, all PaperLess functionality is available in Remote Access. Paperless Remote Access is a convenient function that enables businesses to have access to documents anywhere and anytime. The secure Remote Access via the Internet looks and feels the same as PaperLess workstation. Bandwidth requirement is low as documents are only viewed when needed.
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