WFH Tip For Sage 100: Go Paperless

If your workflow is now like that of many companies you probably have most or all of your staff working from home.

When your staff is working in Sage 100 they are likely printing and updating journals and registers as they go about their regular workday.

These registers require paper and if you are manually printing and requiring staff to come into the office to later file the journals and registers – you are working too hard.

Sage 100 includes a feature called Paperless Office. It’s essentially taking all those journals and registers and automatically saving them as PDF files in a location determined by you.

What’s nice about this feature is that once enabled it automatically saves a copy of the output no matter whether your staff tries to send it to a printer or manually creates a PDF.

Sage has a set of detailed instructions online. These only look complicated as the actual setup is fairly straightforward.

If you decide to setup Paperless Office in Sage 100, here are a couple quick tips.

• Create a common storage location which will survive upgrades. Don’t embed the saved paperless documents inside the \MAS90 folder or you’ll need to move them ( or keep that old folder ) with each upgrade.
• Usually what we do is create a folder \acct then inside there have a folder \v20xx for the actual Sage 100, also a \acct\Paperless folder which holds the paperless documents.

That’s it. It’s very easy to automatically saved copies of your journals and registers to PDF automatically which will save your staff from having to manually file those documents.

With a little more setup effort you can also email out invoices using paperless. Some third-party credit card processors also support embedding links inside the invoices so your Sage 100 customers can pay directly from the invoice.

Previously we’ve had some customers dismiss paperless office as an unnecessary step. Now with more companies adjusting to working from home this handy feature is not only included in your product but can provide a very real return on your Sage 100 investment.