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

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)

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

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”

PaperLess Infographic™: Scan to Archive

PaperLess Infographic™: Capture to Process

PaperLess Infographic™: 3S Core Value

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

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

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

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

Capture

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

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

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

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

Process

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

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

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

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

Archive

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

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