CONSTRUCTION

Announcing Sage Intacct Paperless

Improve and modernize your paper-heavy accounts payable document workflow. Sage Intacct Paperless is an intelligent, automated solution that lets you capture, index, route, and store documents in one secure place.

Capture

• Automatically identify and upload emailed invoices to the processor’s queue.
• Process invoices, purchase orders, and other supporting documents at the point of receipt.
• Get immediate access to all job budget, PO, and subcontract worksheets.
• Capture, upload, and import any document from any location.

Index

• Use 3 way matching to automatically match purchasing and receiving documents to the invoice.
• Define document types and indexes.
• Look up and backfill index values from external databases.

Route

• Set up routing rules to automatically deliver invoices to your team for review, collaboration, and approval.
• Automatically send approved invoices to Accounts Payable, with links to all documents related to the invoice.
• Control user permissions for a customized workflow.
• Bypass process bottlenecks with automated workflows.

Store and retrieve data

• Easily find invoices and supporting documents using document type, job number, or any detailed information saved with the document.
• Securely store documents, keeping even your most sensitive documents safe.
• Eliminate the cost and risk of storing paper documents.
• Track documents from conception to payment – great for audit, tax, and legal requests.

Permissions and other requirements

Subscription	Sage Intacct Paperless
Regional availability	United States
User type	Business user