Introduction
Sage Intacct Paperless offers cloud-based automation that supercharges your AP workflow management and invoice processing. Sage Intacct Paperless' direct integration to Sage Intacct allows users to get control over electronic content with an easy way to store, retrieve, and route documents throughout your organization.
Use Sage Intacct Paperless to:
Capture
Capture electronic documents through drag-and-drop methods.
Capture electronic forms data from remote users.
Send mobile apps pictures and other data directly to Sage Intacct Paperless.
Index and Store
Define custom document types and indexes.
Update index fields through integration with an in-house database, or by manual entry.
Index and file electronic documents (i.e., Microsoft® Word/Excel and Adobe® PDF).
Store documents and data securely in one central location with access defined by Sage Intacct Paperless security groups.
Retrieve
Retrieve images through any combination of index fields.
Create user-defined templates to search with "folder-like" views.
Retrieve data with standard or custom Bold Reports.
Distribute
Distribute documents through email, print or save to file.
Distribute documents through email, print or save to file.
Annotate document images with stamps, notes, lines and signatures.
Archive
Establish life-cycle scheduling and disposition for all imaged documents.
Collaborate
APFlow™: Accounts Payable, Invoice Routing and Approval Workflow module allows for efficient A/P processing.
DocRoute™: Document Routing module for manual or automatic routing of documents for collaboration or approval.
eCapture™: Smart phone app offers the ability to take pictures, enter data, and submit AP Invoices, AP Receiving tickets, Credit Card Receipts and Job Photos directly back to your Sage Intacct Paperless system.
eForms™: Electronic forms software allows forms to be published to user devices to gather information and submit back to your Sage Intacct Paperless system.