Document Management for Sage with Approval Software – How does it work?

Sage is a credible and comprehensive accounting application to manage all your accounting transactions. Sage users have been looking for a solution that integrates seamlessly with Sage 50 Accounts, Sage 200 Business Suite and Sage 200 Extra Online that enables them to automate their document management process by automatically extracting the information from the invoices and offers invoice approval function for Sage so that it is convenient to approve purchase invoices among the assigned colleagues prior to posting into Sage.

PaperLess Document Management software for Sage 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.

  • Look-up of documents from within Sage
  • Audit trail of the approval process directly linked to Sage
  • Automatic approval workflows based on supplier, department, project or cost unit responsible
  • Click here to see what other benefits PaperLess Document Management for Sage has to offer

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.

See how simple and easy it is to have Automatic Invoice Recognition with Complete Audit Trail of the Approval Process directly in Sage.

PaperLess Document Management with invoice approval for Sage is fast and secure as you can always see both the Sage transaction and the preparation in PaperLess. No time is wasted waiting for synchronisation as it is instant. Since you can move the document around without leaving the accounting lines, data entry is quick so you save a considerable amount of time by viewing all the data in one go.

Alternatively, PaperLess also allows you to approve other documents for Sage besides the invoice approval functionality. This means that the people within an organisation who are involved in the non-accounting document approval process have no requirement to have access to Sage. The entire electronic documents management such as purchase orders, expenses, and holiday forms can be handled by the Paperless Other Documents Archive. Therefore it is more efficient to manage and approve both purchase invoices and non-accounting documents within one workspace than in different places.

Book Online Demo

Ask now for your free online demo and in 20 minutes you will find out how PaperLess software allows companies to effectively archive and link all documentation directly to their accounting transactions. See also how Automatic Invoice Recognition associated with powerful workflow features automates the entire process from the moment documents are receive until they are posted into your accounting package.

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