Invoice Approval
PaperLess built-in approval software empowers accounts teams to streamline and accelerate invoice approval processes within your organisation. At the same time, it automatically links the approval history directly to Sage, ensuring full transparency and easy retrieval.
Like all PaperLess Document Management features, Invoice Approval is seamlessly integrated with Sage, providing a unified solution for your business.
PaperLess offers a powerful suite of automation tools, including automatic workflows and notifications, enabling you to effortlessly manage approvals. Invoices are automatically brought into PaperLess, where the data is captured via PaperLess Automatic Invoice Recognition. Based on predefined criteria such as supplier, department, cost centre, project and/or nominal, invoices are then automatically routed for approval.
With PaperLess, you can also define approval amounts and set approval thresholds, ensuring that invoices above a certain value are routed to the appropriate decision-makers for review, while lower-value invoices are automatically approved. This level of control and automation allows you to tailor the approval process to suit your business needs.
Why should I choose PaperLess Invoice Approval to authorise invoices?
Well, first of all, because PaperLess is a Sage Certified Software, you can be assured that all of PaperLess’ features are fully compatible with your Sage accounting package.
However, there are many other reasons why you should choose PaperLess for invoice approval. Starting with the fact that, from the moment you bring invoices into PaperLess until they are approved, you can track the invoice at every step of the process. Even after the approval process is complete, retrieving the approval history takes just a few seconds.
Additionally, with thousands of Sage users approving invoices via PaperLess daily, PaperLess has gained the necessary expertise and know-how to develop an approval system that meets the diverse needs of Sage users.
Online Invoice Approval Software
Seamlessly integrated with Sage 50 Accounts, Sage 50cloud, Sage 200, Sage 200 Standard, Sage 200 Professional, Sage Intacct, PaperLess Invoice Approval enables you to get all documents approved quickly and easily, while maintaining full control over the entire approval process.
Invoice Approval Automation Rules
With a powerful set of automation rules, you can automate the invoice approval processes you currently have in place. Once PaperLess Automatic Invoice Recognition extracts the data from the documents, it can automatically send them to the default approvers you have set for that supplier, nominal, department, project, or cost unit responsible.
Easy to Setup User Rules
Our experience tells us that although automation is a key factor in speeding up invoice processing, it is also extremely important to maintain control over what is being approved. PaperLess allows you to set up several user rules so that you can control what each user is authorised to approve.
Complete Audit Trail of the Approval Process via Transaction Lines
Yes, that’s right… no more need to go through emails back and forth to see who approved what, on which dates, and why certain changes were made. With PaperLess Invoice Authorisation, you have the complete audit trail of the approval process with a simple lookup from the transaction in Sage. It’s as simple as that.
Dispute Management
For companies that need to record costs in the accounting software immediately, PaperLess provides invoice approval with dispute management. This enables invoices to be posted to the accounting system upon submission for approval, while holding payment until final approval is given in PaperLess.