Need more, need help now? we offer pay-as-you-go support, no contract, tenth of an hour billing, expert help, fast service, no call queue
We can offer lower cost Sage50cloud subscriptions for customer using pay-as-you-go support or who are self-supporting.
Need integration, your shipping system, your website, your invoicing system, your crm.
Need a bespoke solution, Mini Manufacturing, Spreadsheet order import, Back to back orders.
Want web hosting, email, your own domain name, a shop, we do it all!

Anybody tried to go paperless with Sage 50 accounts?

This forum is for Sage 50 product information, deals being offered, work around products and so forth.
Post Reply
ByGosh
User
User
Posts: 7
Joined: 30 Apr 2020, 14:20
Sage Version: v2016 22 UK/Europe/Africa

Anybody tried to go paperless with Sage 50 accounts?

Post by ByGosh » 21 May 2020, 15:05

Hi,

I am considering how to move forward with Sage 50 Accounts into a paperless system. A lot of our invoices are received by email as PDF's, and I spend ages each week going through every email, printing them off and then coding them ready for data input into Sage.

Has anybody any experience of using a PDF file system that can work in conjunction with Sage 50, that doesn't cost an arm and a leg, that is easy to use and that saves everything into a folder, based on the transaction number that I can send to the accountant at the end of the year?

Or am I expecting too much too soon?

Many thanks, John

sageNoob
User
User
Posts: 18
Joined: 03 Aug 2020, 12:04
Sage Version: v2015 21 UK/Europe/Africa

Re: Anybody tried to go paperless with Sage 50 accounts?

Post by sageNoob » 07 Aug 2020, 08:56

You probably want to make a bespoke system for this? Cannot think of any integrated services. You probably want to pull data onto excel/access using Microsoft Query and then edit the data however you'd like. Finally you can use the export pdf function via VBA and can also add the logic for making the path per transaction ID there. Hope that helps.

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4299
Joined: 28 Feb 2006, 09:56
Sage Version: v2017 23 UK/Europe/Africa

Re: Anybody tried to go paperless with Sage 50 accounts?

Post by brucedenney » 20 Aug 2020, 14:43

V26 has the option to attach files to transactions.
For just about anything Sage :- switch to subscription, pay-as-you-go support, sagecover, upgrades, application integration, reports, layouts, analysis or any other help making life with sage easier/less time consuming Contact me. Image

Post Reply

Who is online

Users browsing this forum: No registered users and 1 guest