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Sage User Network Conference Warwick University 16th & 17th, October 2012. Born in Oslo, Norway. 1997. First installations in Norway. 2001. Integrations with Visma for Scandinavia. Sage 200 (UK & Eire), InforFMS (UK, Eire, Malta)

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Sage User Network Conference

Warwick University

16th & 17th, October 2012


Who we are

  • 1997

  • First installations in Norway

  • 2001

  • Integrations with Visma for Scandinavia

  • Sage 200 (UK & Eire), InforFMS (UK, Eire, Malta)

  • Pastel Evolution (UK, Eire, Malta, Cyprus, Middle East)

  • >400 Accountancy Practices

  • >1700 European Installations

  • 2003

  • Mamut (Norway), Unit4 (Netherlands), SoftOne (Sweden)

Who we are

  • 2009

  • Sage 50 & Mamut (UK, Malta, Eire)

  • Navision(Norway), Exact (Netherlands)

  • 2011

  • 2012


What we do

The PaperLess® solution manages all your paperwork from scanning and adding electronic documents to processing them in Sage 200 Suite

What we do


Aiim facts for a paperless future

66 scanning and adding electronic documents to processing them in Sage 200 Suite% of responding organisations have a formal scan-to-archive process

Only 16% capture and extract data to process

Paper usage is starting to fall in 39% of the organisations

40%of the organisations reported ROI within 12 months on their investments in capture solutions

Resource: AIIM 2010 research article “Capture and Business Process”

AIIM Facts for a PaperLess® Future


PaperLess scanning and adding electronic documents to processing them in Sage 200 SuiteInfographic™: Scan to Archive


PaperLess scanning and adding electronic documents to processing them in Sage 200 SuiteInfographic™: Capture to Process


PaperLess scanning and adding electronic documents to processing them in Sage 200 SuiteInfographic™: 3S Core Value


Capture

Feature 1: System Integration scanning and adding electronic documents to processing them in Sage 200 Suite

Fast integration and simple implementation

Feature 2: Add Documents

Easily add any digital file or scanned image to PaperLess

Feature 3: Automatic Invoice Recognition

Automatically recognise invoice data to prepare an accounting transaction

Capture


Capture1

Feature 1 – System Integration scanning and adding electronic documents to processing them in Sage 200 Suite

» Fast to implement and integrated with Sage 200 Suite

» No workstation software to install

» Very light on resources

Capture


Capture2

Feature 2 – Add scanning and adding electronic documents to processing them in Sage 200 SuiteDocuments

»Drag & drop multiple file types from email or any other file location

» Digitise documents as early as possible by scanning them directly into PaperLess

» Flexible Edit TIF functions

Capture


Capture3

Feature 3 – Automatic Invoice Recognition scanning and adding electronic documents to processing them in Sage 200 Suite

Capture

» Fast invoice recognition process to extract data from your invoices

» Two layers of recognition technology

» Reduce manual data entry


Capture4

Capture scanning and adding electronic documents to processing them in Sage 200 Suite


Process

Feature 4: Document Approval Management scanning and adding electronic documents to processing them in Sage 200 Suite

Document flow – the PaperLess approval process

Feature 5: Post & View All

Post transactions to Sage 200 Suite direct from the source document and then view them in the PaperLess archive

Feature 6: Other Document Archive

Manage your non-accounting documents

Process


Process1

Feature 4: Document Approval Management scanning and adding electronic documents to processing them in Sage 200 Suite

Process

» Ensure that any document that requires approval can be tracked through the approval process

» All business documents can be managed with document flow

» Audit trail is clear for all user’s approvals


Process2

Feature 5: Post & View All scanning and adding electronic documents to processing them in Sage 200 Suite

Process

» Quick manual data entry and viewing document without leaving accounting lines

»Attach documents to an existing transaction in Sage 200 Suite

» Post all transaction types from the source document


Process3

Feature 6: Other Document Archive scanning and adding electronic documents to processing them in Sage 200 Suite

Process

» Protect information in the accounting archive

» Restrict document access by individual users or groups

» Quickly create meta-data before archiving document


Process4

Process scanning and adding electronic documents to processing them in Sage 200 Suite


Archive

Feature 7: Secure Remote Access scanning and adding electronic documents to processing them in Sage 200 Suite

Encrypted and secure access via the Internet

Feature 8: Comprehensive User Rights Control

10 different user rights with a comprehensive set of user rules for flexible control

Feature 9: Powerful Search Functions

Multiple search filters to quickly locate your documents

Archive


Archive1

Feature 7: Secure Remote Access scanning and adding electronic documents to processing them in Sage 200 Suite

»No software installation, only one 8MB file to run

»Securely access PaperLess server via the internet

»Simple to invite users and administrator

Archive


Archive2

Feature 8: Comprehensive User Rights Control scanning and adding electronic documents to processing them in Sage 200 Suite

»10 user rights maintain the highest levels of security

»Different access rights can be granted to the same user for different companies

»8 user rules control the levels at which users will approve invoices

Archive


Archive3

Feature 9: Powerful Search Functions scanning and adding electronic documents to processing them in Sage 200 Suite

»All transactions from Sage 200 Suite are synchronised with PaperLess

»Locate any document in the PaperLess archive and view transaction details with the document image

»F3 look up direct to your accounting application and your own user defined search fields

Archive


Archive4

Archive scanning and adding electronic documents to processing them in Sage 200 Suite


9 features summary

Fast Implementation & Integration with Sage 200 Suite scanning and adding electronic documents to processing them in Sage 200 Suite

Add Multiple Document Types

Automatic Invoice Recognition

Document Approvals Management

Post & View All Transactions & Documents

Other Document Archive

Secure Remote Access

Comprehensive User Rights Control

Powerful Search Functions

9 Features Summary


Questions

Ask away! scanning and adding electronic documents to processing them in Sage 200 Suite

Come and see us at our stand…….

Questions?


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