How are CFOs automating Document Management processes with Sage?

Click here to visit Sage Additions WebsiteWith accounts teams struggling to keep control over invoice processing routines, approval processes and also facing issues to retrieve accounting documents needed to perform their job, CFOs have realised that their businesses are facing a new reality, where entire teams are working remotely making it even more challenging to keep control over manual invoice processing routines.

For CFOs using Sage the preferred choice has been Sage Certified PaperLess Document Management, since it brings together document management automation, automatic invoice capture, online invoice approvals, automatic matching and closing of purchase orders and automatic attach of invoices to transactions in Sage.

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  • Automatic Invoice Processing with PaperLess Invoice Recognition
  • Online Invoice Approval with PaperLess Automatic Approval Workflows
  • Automatic Matching and Closing of Purchase Orders
  • Full Automation of Emailed Invoices with PaperLess Company Inbox
  • Look-up of documents directly from within Sage accounting lines

Due to the seamlessly integration with Sage 50cloud, Sage 200cloud, Sage 200 Standard Online and Sage 200 Extra Online, all accounting documents can be digitally processed, approved and automatically linked to Sage in a fully automatic manner.

As a Sage Platinum Developer Partner, PaperLess believes that integration between any document management solution and the accounting software used by the company is key to exploit the full benefits of document management automation. In fact, it is the seamless integration between PaperLess and  Sage that allows accounts departments using PaperLess to have all their invoices received via email automatically processed and sent for approval on document flow or alternatively have them posted directly into your Sage accounting package.

This is made possible with PaperLess Company Inbox for Sage, a powerful feature developer by Sage Developer PaperLess Europe, which allows accounts departments to fully automate document management processes, invoice processing and invoice approval routines. But it gets even better, when using Purchase Orders PaperLess Company Inbox will automatically match the invoices against the Purchase Order in Sage and if the amounts match it will automatically close off the Purchase Order and post the invoice to Sage.

The automation offered by PaperLess for Sage is made possible by PaperLess built-in Optical Character Recognition (OCR) for Sage, making possible to automation extract all relevant accounting data from invoices, significantly reducing time spent on the tedious task on manually keying in accounting data in Sage.

Also built-in to PaperLess in the Online Invoice Approval module for Sage, which once again is fully integrated with Sage 50 and Sage 200 so that invoice can be digitally authorised by people within the company. Since this is an online invoice approval system fully compatible with Sage, approval processes can be automated based on supplier, departments, cost centres and/or projects in Sage.

Once transactions are posted into Sage both invoices and the approval history are automatically attached to the corresponding transactions in Sage, meaning that retrieval of invoices and corresponding approval audit trail can be done directly from within Sage accounting lines.

For those working from home who do not have access to Sage, retrieval of invoices, approval audit trail and all relevant accounting information can be done remotely via PaperLess Accounting Archive.

What CFOs have realised is that document management automation saves organisations time and money and that is why technologies like PaperLess Document Management for Sage are becoming the normal and not the exception in Finance Departments all over UK and Ireland.

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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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