Hi! We need to implement an easier way of approving invoices and get away from paper approvals. What have you all used and what actually works with Sage CRE 300?
Thanks for your help!
Hi! We need to implement an easier way of approving invoices and get away from paper approvals. What have you all used and what actually works with Sage CRE 300?
Thanks for your help!
We use Sage Paperless (aka Paperless Environment). It has a complicated set up that you need Sage to do for you, but it works pretty well. The application itself is pretty user friendly, way easier than Sage AP input.
Hi Jackie -
I have implemented Timberscan for several clients and they are happy with the results. Support is super responsive when I've had to request a database change or they encounter an error message. Updates to the product are automated for the most part and I would recommend it above competing products. Specifically Sage Paperless.
Good luck on your hunt,
John McLagan
Independent Senior Consultant
Johnny on the Spot
We started implementing Sage Paperless construction, but hit a Snag with the ePortal (web based approvals). We love the majority of the software just disappointed with ePortal and are learning to deal with it.
I work with both - to me the biggest difference is the learning curve. Timberscan mimics the AP data entry much better and the approval process is much easier to learn. I would be glad to discuss in more detail, feel free to reach out.
We've been using Timberscan for 5 years now and it's great. You'll be very happy with it.
We use Pvault Paperless Environment, which integrates with Sage. You set routing rules by job, or G/L code, endless possibilities of routing rules. You can set a hiearchy of who sees the invoices first. You can set up your own document types for filing of items other than invoices. The export to Timberline works well. We are happy with it.
Are you using the ePortal for approvals?
We use Sage Paperless...integrates nicely
We've been using TimberScan for five years and it works great.
No, we are doing it the old fashion way of emailing PDFs back and forth!
That question was pointed at Rpowers as I wanted to see how they were handling approvals.
I'm with RPowers, definitely recommend Sage paperless construction.(aka pvault)
We have the rules set by Job and Extra to go to the Project Engineer first, then to the Project Manager. After those two approvals happen, the invoices are available to export to Sage CRE, after review by Accounting.
We have the rules set by Job and Extra to go to the Project Engineer first, then to the Project Manager. After those two approvals happen, the invoices are available to export to Sage CRE, after review by Accounting.
Emily, so HH2 will do portal time entry and invoice scanning? I have a client that is looking for both.
We use HH2 for paperless stroage and approvals. Simple and easy to use. very basic and no frills.
We use Sage Paperless; it works great. PM's can approve invoices from their phone/ipad/laptop whereever they are and whenever.
Also stores everything in one place, not on dedicated drives on your network. It was a wonderful add.
We also use paperless and the user interface is pretty user friendly (unlike Sage).
*Community Hub is the new name for Sage City