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Sage User Network Conference Warwick University 16th & 17th, October 2012.

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Presentation on theme: "Sage User Network Conference Warwick University 16th & 17th, October 2012."— Presentation transcript:

1 Sage User Network Conference Warwick University 16th & 17th, October 2012

2 Who we are 1997 Born in Oslo, Norway 2001 First installations in Norway 2003 Integrations with Visma for Scandinavia 2009 Mamut (Norway), Unit4 (Netherlands), SoftOne (Sweden) 2011 Sage 50 & Mamut (UK, Malta, Eire) Navision(Norway), Exact (Netherlands) >400 Accountancy Practices >1700 European Installations 2012 Sage 200 (UK & Eire), InforFMS (UK, Eire, Malta) Pastel Evolution (UK, Eire, Malta, Cyprus, Middle East)

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

4 AIIM Facts for a PaperLess® Future 66% 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”

5 PaperLess Infographic™: Scan to Archive

6 PaperLess Infographic™: Capture to Process

7 PaperLess Infographic™: 3S Core Value

8 Capture Feature 1: System Integration 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

9 Capture Feature 1 – System Integration » Fast to implement and integrated with Sage 200 Suite » No workstation software to install » Very light on resources

10 Capture Feature 2 – Add Documents » Drag & drop multiple file types from or any other file location » Digitise documents as early as possible by scanning them directly into PaperLess » Flexible Edit TIF functions

11 Capture » Fast invoice recognition process to extract data from your invoices » Two layers of recognition technology » Reduce manual data entry Feature 3 – Automatic Invoice Recognition

12 Capture

13 Process Feature 4: Document Approval Management 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

14 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 Feature 4: Document Approval Management

15 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 Feature 5: Post & View All

16 Process » Protect information in the accounting archive » Restrict document access by individual users or groups » Quickly create meta-data before archiving document Feature 6: Other Document Archive

17 Process

18 Archive Feature 7: Secure Remote Access 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

19 Archive Feature 7: Secure Remote Access » No software installation, only one 8MB file to run » Securely access PaperLess server via the internet » Simple to invite users and administrator

20 Archive » 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 Feature 8: Comprehensive User Rights Control

21 Archive » 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 Feature 9: Powerful Search Functions

22 Archive

23 9 Features Summary Fast Implementation & Integration with 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

24 Questions? Ask away! Come and see us at our stand…….


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