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How do I set up my scanner [Epson ES-400II] to scan documents directly to the AP Invoice I am entering? I know I can scan the document and then attach it to the invoice after entering the invoice, but I want to scan it directly into Sage as part of…

We are struggling with an intermittent problem in Paperless Office; sending SO Invoices in Customer Viewer. The system will indicate the invoices have been sent with a "Y" yet they never hit our Exchange server. Our company has a Sage 100 Advanced V2023…

We are looking into Paperless OCR and are having issues justifying the cost to the owner, can anyone share your experience with Paperless OCR? Thank you!

Happy New year! I need ideas on how to manage documents that are attached in the variouse screens within our Sage 100C. We receive most Vendor/Subcontractor documents via email then have to download it,make sure it is a PDF to attache it to the Appropriate…

Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…

I have an Invoice that was entered as a CREDIT CARD RECEIPT. I changed the Document Type to Invoice. How do I find this invoice in Invoice Manager in order to route out for approval?

I would like to get some insight on Sage's product called "Paperless" vs. Timberscan? Any comments?

I set up a VI job to set paperless office settings for all of our customers so it would email their A/R Statement to a contact code (rather than the customer email). Now I'm trying to figure out how I can remove that contact code using a similar job …

I am looking for a way to improve our AP methods. We currently have all paper invoices and delivery receipts and lots and lots of paper. Does anyone out there use Sage Paperless APFlow? Do you like it ? How was the transition?

We are using Sage Paperless with Sage 300 CRE. We used to be able to add cost codes and categories on the fly in Paperless. After the latest update, we can no longer do this. We have the "add cost codes on the fly" rule set to "True" in Paperless. We…

Hello all, I constantly get a popup to log into my account with microsoft every time I try to test the Oauth email settings. When I do actually try to log in, the page fails as seen in below screenshot. Everything is filled in on the company maintenance…

A product idea was submitted on my behalf to add a feature to SPC and I think it would be really valuable to all users to find documents that are missing information (expiration dates, no index values etc. ) or omit certain information from the search…

We are a property management company with 40+ companies. Some of our tenants require a copy of EACH invoice that they are being backcharged on for common area maintenance reconciliation. Our process currently is to make a copy of each paid invoice and…

Anyone know how to resolve this issue within paperless construction?

In the SO module we currently use paperless Output Office for printing SO's and SO invoices. Is there a way to use paperless for printing the picking sheet "Pick Sheet"? Thanks

We have paperless office setup and it works very well but the only thing is once in a while an invoice is not printed correctly and so it's not in the folder is there any automated way to go back and to grab missing invoices and have them reprint to the…

Hope a community member can help here. I have a few machines that are running the ARM version of windows 11. The sage pdf converter for paperless office does not include a arm version of the driver. I have reached out to both sage and amyuni (the…

Upgraded to Sage 100 2021, I am not seeing paperless options in my Customer Maintenance screen, is there a new right I need to activate to get that back??

Does anyone have a good method of handling invoices on hold in paperless. We want to get them into AP in order to follow the matching principle and recognize revenue. Currently the Project Manger has to approve them and notify us that that they need to…

Anyone using the Procore to Paperless integration? Curious to know what your current workflow. Also, does the Procore default AIA transfer over to Paperless?

I tried to enable Paperless and now get the following dialog whenever I try to print anything. I wasn't able to get pass the first step in setting up Paperless. All checkboxes are unchecked and I still can't get by this error. Any ideas?

Our company needs to send 250 check stubs and direct deposit stubs to our employees, we do that process 1 day per week and send all un Bulk, we use Sage 100 Advanced 2018 (Version 6.00.10.0). Each week at least 20 emails have not been sent, we checked…

AR Customer Statements are printing / pdf / paperless delivering blank pages. There is a documented "work around" for printing to do a crystal suppression formula... but that does not stop the "pdf all" or other paperless output options from doing blank…

We will be migrating to a new server because we have to upgrade to Version 20. Are the latest versions of Sage add ons, specifically Paperless, My Assistant, and Office Connector compatible with V20? Where do I find info on this? I only see info on…