Sage Paperless Construction

Automate your manual invoice approval and coding systems with a paperless process.

Store. Share. Secure. All your vital business and project-related information in one place.
Sage Paperless for Construction gives you control over paper-heavy processes and replaces them with an intelligent, automated solution that imports, indexes, routes, and stores documents in one, secure place. Plus, we offer both on-premises and cloud-based versions, so you can integrate seamlessly with Sage 100 Contractor, Sage 300 CRE, and Sage Intacct.

Key Benefits:
Boost operational efficiency
Improve productivity by providing employees easier access to critical company and project-related documents. Increase operational efficiencies with a true invoice approval process.

Reduce paperwork
Eliminate unnecessary admin overhead and stop chasing down misplaced files with automated document distribution and electronic-based storage.

Improve morale
Strengthen relationships with subcontractors through better documentation, a true invoice approval process, and timely payments of invoices.

Capture, index, and store your documents

  • Capture, upload, or import any type of document from any location.
  • Define document types and indexes—securely store documents on any network drive or device.
  • Easily look up and backfill index values from external databases.
  • Easily retrieve images using any combination of index fields, keyword search, or user-defined folder view. 

Simplify routing and approval for smooth operations
  • Create simple or multi-level invoice routing rules that send invoices to specified reviewers for coding and approval.
  • Use alerts and audit logs to track important events during the workflow.
  • Export approved invoice data and documents to your Sage 100 Contractor, Sage 300 CRE, or Sage Intacct AP module for aging and payment.
  • Give check signers a final look at the approval process before sending payment using the Payment Manager module.

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under a different SenderID.  

Using this integration also requires that you purchase Sage Intacct Construction. 

Price:

Integration Approved Countries:
United States

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Website: https://www.sage.com/en-us/blog/sage-intacct-paperless/
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