What’s the best way to process invoices in Sage?
PaperLess AP Automation
The top choice of Finance Professionals to automate Document Management Processes and Invoice Processing Routines.
The best way to process invoices in Sage is by stopping doing it manually and, instead, rely on a software that automatically reads the invoice data and uploads transactions into Sage at the click of a button.
This is now possible with?PaperLess for Sage, a Sage Approved Software fully compatible with Sage 50 and Sage 200. With PaperLess, Sage users just need to scan or drag in their invoices, apply the journal type and, at the click of a button,?PaperLess Invoice Recognition for Sage?automatically extracts all invoice data.
With PaperLess, all Sage users need to do is to review the accounting data and hit the post button. PaperLess will then instantly upload the invoices into Sage and all invoices got processed with minimal manual work.
PaperLess Software, the best way to automatically process invoices in Sage
I’m a Sage user and we have purchase orders in Sage, will PaperLess still work for me?
PaperLess is fully integrated with Sage purchase orders, this way when you post a transaction from PaperLess into Sage, the software automatically checks if the invoice amount matches the amount on the purchase order.
If the invoice and purchase order match, then PaperLess automatically closes of the purchase order and posts the transactions.
What about if I need to have invoices approved before posting them into Sage?
PaperLess also caters for that and, in fact,?Invoice Approval for Sage?is one of the most used features of PaperLess.
With this?digital invoice workflow software for Sage, you can send invoices for approval before posting them to Sage. Furthermore, PaperLess also gives you the possibility to automate?Sage invoice approval processes?by setting up approval automation rules.
For example, if you use department in Sage, you can set-up PaperLess to automatically send invoices for approval based on the department name it finds on the invoice. This way, accounts teams do not need to be manually sending each and every single invoice for approval.
The same logic applies to cost units or projects as well as to approval maximum and approval thresholds with Sage users being able to define maximum amounts a certain user can approve and/or a limit above which all invoices need to be approved by someone in the company.
As mentioned before, visibility on the invoices is a key feature of PaperLess. This is why, once the approval process is completed and the transactions are uploaded to Sage, you will have the invoice together with the approval history directly visible from within Sage transaction lines.
How does the import of invoices into Sage works, will it take a long time to see the transactions in Sage?
As a Sage Developer, PaperLess offers a seamless integration with both Sage 50 and Sage 200. This means that when you click the post button in PaperLess there is nothing else that you need to do, namely manually importing CSV files into Sage.
Furthermore, you also do not need to wait hours or even minutes for the transactions to be visible in Sage. The posting happens instantly and the transactions will be visible in Sage in a matter of seconds.
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Since all pdf invoices are uploaded to Sage, does this mean that only Sage users can access them?
Sage users can view invoices directly from within Sage, that is correct. However, if there are other users that need to access invoices, they can do so via PaperLess Accounting Archive.
With PaperLess Accounting Archive, everyone in the company can have access to the invoices that they need, even if they do not have access to Sage.
Since it is highly likely that you do not want everyone to have access to all invoices, PaperLess gives you the possibility to restrict access to invoices so that, for example, a certain user can only view invoices from a certain department, project, cost unit or even account code.
How can I find out more about PaperLess for Sage?
The best way to learn more and find out if PaperLess would suit your needs is to?click here?and book a free online demo with our team of experts.
What are Sage users saying about the best invoice processing software for Sage?
Sharon Harkins Office Manager RAD Hotel Group
Nicholas Reyes-Ramirez, Everyman Media Group’s Finance Assistant
Paul Adams, from JACOB
UKFast Finance Director, Joseph Ryland
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