Sage Introduces Cloud-Based AP Workflow Automation Solution for Construction

Sage Intacct Paperless automates processes in projects by reducing paper-heavy and manual tasks.

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Sage

Sage has announced the launch of Sage Intacct Paperless, a cloud-based solution that delivers a way to store, retrieve and route Accounts Payable (AP) documents. The add-on solution integrates with Sage Intacct Construction, the native cloud financial management system for construction.

The new cloud solution automates processes in projects from start to finish by reducing paper-heavy and manual tasks. It builds on Sage Paperless Construction, the existing on-premises version of the product that integrates with Sage 100 Contractor, Sage 300 Construction and Real Estate and Sage Intacct Construction. Together, the two solutions create Sage Paperless for Construction, offering both on-premises and cloud-based versions of the product.

With Sage Intacct Paperless, teams can centralize their business content in one secure location and gain control over electronic content.

“Document management plays a critical role in ensuring the success of construction projects by facilitating compliance, risk management, collaboration, communication, efficiency, and accountability throughout the project lifecycle,” said Julie Adams, senior vice president of Product, Construction and Real Estate, Sage. “Sage Intacct Paperless helps take the frustration out of document management and saves construction businesses invaluable time and resources, delivering real business results.”

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Features

  • Capture: Capture, upload or import documents from various locations; collect data, pictures and forms with mobile solutions.
  • Index and store: Define document types and indexes to securely store documents in the cloud. Look up and backfill index values from external databases.
  • Retrieve: Retrieve documents using combinations of index fields or keyword search. Content is protected by document type and index-level security.
  • Document Lifecycle Management: Maintain revision history and audit logs while automating archival and end-of-life purging functions.
  • AP Entry and Routing: The APFlow module simplifies the entire accounts payable process with features such as one step data entry and automatic three-way document matching. Choose to manually route invoices or build automatic, multi-level routing rules based on GL account, vendor, job or any other data on the invoice. Invoices can be approved in the office or in the field and automatically post to the Sage Intacct system.

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