PaperLess Document Management for Sage 200 and Sage 50

  • Seamless integration with Sage
  • Powerful document recognition software
  • Automatically match PO's and PI's
No obligation, free personalised demo
Watch an on-demand webinar in your own time

What is PaperLess for Sage?

Paperless is a document recognition software that uses a type of technology called OCR (Optical Character Recognition.) You can scan, drag and drop or allow Paperless to automatically read documents like Purchase Invoices that you receive and import the information from that document into Sage 200cloud or Sage 50cloud.

Paperless is ideal for anyone who is receiving a large number of Purchase Invoices, particularly if you are also matching these against PO’s within Sage 200cloud. The task of matching a PI against a PO can be time consuming, and leaves itself wide open to human error, take this laborious task out of your accounts teams and allow Paperless to automate the matching for you.

Paperless Document Management for Sage 200cloud

Free On-Demand Webinar: PaperLess Document Management for Sage

Watch our on-demand webinar, where we explore how Paperless can automate your Document Management. This software is ideal for anyone who is receiving a large number of Purchase Invoices, particularly if you are also matching these against PO’s within Sage.

Why should your business go Paperless?

Paperless removes this need for paper versions of your Purchase Invoices (hence the name) and can even automate the whole PO/PI process.
You’ve probably heard of the word Paperless Office being thrown around a lot recently, and for good reason, who wants to have reams of paper lying around the office, one for the cost, two for the GDPR compliance issues this can now cause and three for the absolute pain it is to track down a document in one of 50 binders littered around the office. Of course, we’ve also all been there when the day comes that a document (or documents!) goes a miss, which is great fun.

AI Powered OCR for Automation of Invoice Data Capture

PaperLess Invoice Recognition is powered by powerful AI Technology to automatically capture all invoice data in a matter of seconds. Learn more about the best AI OCR technology to reduce time spent on manual data input, increase data accuracy and automate invoice processing.
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Online Invoice Approval for Sage 50 & Sage 200

Streamline your invoice approval process with PaperLess Online Invoice Approval. This feature allows invoices to be sent electronically for approval, enabling authorised personnel to review and approve invoices from any location. The system maintains a complete audit trail, ensuring transparency and compliance. Integration with Sage 50 and Sage 200 ensures that approved invoices are automatically updated in your accounting system, reducing manual data entry and errors.
With PaperLess Online Invoice Approval, Sage users can easily approve invoices via the via a simple web browser. Users who spend more time on the road can also access and approve invoices via the invoice approval app available via the app store or google store.

Automated Dispute Management for Sage 50 and Sage 200

Efficiently manage invoice disputes with PaperLess Automated Dispute Management. This tool allows you to flag and track disputed invoices, ensuring that issues are resolved promptly. The system records all actions taken during the dispute resolution process, providing a clear history for future reference.
By automating dispute management, businesses can improve vendor relationships and maintain accurate financial records.

PaperLess Company Inbox

This feature captures invoices received via email and processes them according to predefined rules. Invoices are automatically recognised, and relevant data is extracted and matched with existing records in Sage.

Sage users using purchase orders can take this automation even further with all invoices received via email automatically processed and matched to the corresponding purchase orders in Sage 50 or Sage 200. If there is a match, PaperLess automatically closes the transactions and posts the invoices into Sage in a fully automated process.

PaperLess PO Matching for Sage 50 & Sage 200

PaperLess Purchase Order Matching allows Sage users to automate invoice processing even further. When an invoice with a purchase order is received, the system automatically checks in Sage if the PO is ready to be invoiced and, if yes, if the invoice amount matches the purchase order amount so that no more time is spent by the accounts team manually matching invoices to purchase orders.

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Automated Invoice Archiving with Lookup Directly from Sage

Simplify document retrieval with PaperLess Automated Invoice Archiving. Once invoices are processed, they are automatically archived and linked to the corresponding transactions within Sage 50 or Sage 200. This seamless integration allows users to retrieve invoices directly from within Sage, eliminating the need to search through physical files or separate digital storage systems.
This feature enhances efficiency and ensures that all financial documents are easily accessible for audits or reviews.

PaperLess PO Requisition for Sage 50 & Sage 200

Manage purchase orders effectively with PaperLess PO Requisition. This module allows users to create, submit, and approve purchase order requisitions electronically. The system supports customisable approval workflows, ensuring that all purchases are authorised before orders are placed.
Integration with Sage 50 and Sage 200 ensures approved purchase orders are automatically recorded in your accounting system, providing real-time visibility into procurement activities and budget adherence.
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PaperLess Budgeting for Sage 50 & Sage 200

Enhance financial planning with PaperLess Budgeting. This tool enables businesses to create, manage, and monitor budgets within the Sage environment. Users can set budget limits, track expenditures, and compare actual spending against projected budgets. The system provides detailed reports and analytics, aiding in informed decision-making and financial control. By integrating budgeting directly with Sage 50 and Sage 200, businesses can maintain accurate financial oversight and ensure alignment with financial goals.

Find out how PaperLess for Sage can help your business

Fill out the form below to speak to a specialist about integrating PaperLess with your Sage 200 system or Sage 50 system.



Why use PaperLess for Sage 200 & Sage 50?

Unlike other OCR software, Paperless can be trained to pick up even the trickiest of invoices sent over from your suppliers with an easy-to-use mapping wizard, ensuring the system picks up as many of the important fields as possible on the invoice. Don’t forget, once you set these mappings up once, they’re there for good! If for whatever reason Paperless cannot pick up the information, users can simply key in the correct info in Paperless and then send this through the system. When searching things like the supplier against the invoice, or a nominal code, Paperless will use the Sage 200 or Sage 50 data that it updates regularly, meaning you're working on the same set of information across both systems.

Once the invoice has been processed into Sage 200 or Sage 50, users will have the ability to easily load up the actual document from within Sage, meaning no more running around looking for paper copies of an invoice printed off several weeks ago.

Why choose itas as your partner?

At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new
The change to any new platform is a journey, and we will be on that journey with you, every step of the way.