Invoice Sync: Setup Sage Paperless

Invoice Sync: Setup Sage Paperless

Once you have Invoice Sync installed, use the following steps to complete setup.

Configuring Sage Paperless

Clicking the  Config menu (shown below) then choosing  Setup Sage Paperless will bring up the Config Sage Paperless window.

In this window, you will provide the DBID, which is used to find the appropriate AP invoices coming from your ERP to match to the invoice images extracted from Sage Paperless. Once you enter your Sage Paperless SQL server information you would click the Login & Validate Button. This will unlock the Database dropdown on the bottom allowing you to select your server for Paperless. Once selected you will click AP or AR or both if you have AR setup to the spec required above. Once you click the check box for AP you can click the Add Sage paperless Button. If Adding both AP and AR you will have to select the AR document Type and the AR invoice number field to we can get the appropriate info to sync AR invoices. Once Document type and INF fields are selected click the Add Sage Paperless button at the bottom.

It is critical that you are logged in as the service account user that will be used to run the service during this part of the configuration.

Additional Requirements for AR Invoices

You must have configured Sage Paperless to have a custom document type and that custom type must have a field which contains the AR invoice number that matches the AR invoice numbers from your ERP.

    • Related Articles

    • AP/AR Invoice Image Upload Service Install and Prerequisites

      Overview The Anterra Signed Upload Sync Service is a Windows Service that runs on a server in your environment with access to the locations on your internal network which contain PDF or TIF/TIFF images for AP and/or AR invoices. The service supports ...

    • Invoice Sync: Setup Timberscan

      Once you have Invoice Sync installed, use the following steps to complete setup. Configuring Timberscan Clicking the Config menu then choosing Setup Timberscan will open a window that looks like this: In this window, you will provide the DBID, which ...

    • Invoice Sync: Setup Sage 300 CRE with ADC

      Once you have Invoice Sync installed, use the following steps to complete setup. Configuring Sage 300 CRE with ADC Clicking the Config menu (shown below) then choosing Setup ADC Sage 300 CRE will bring up the Config ADC Sage 300 CRE window. In the ...

    • Invoice Sync: Setup Local or Network Folders

      Once you have Invoice Sync installed, use the following steps to complete setup. AR/AP Folder/File Naming Requirements For Invoice Sync to work from files stored in a file server, network share, OneDrive, Dropbox, Box.com, etc. the program must be ...

    • Invoice Sync: Setup Viewpoint Vista

      Once you have Invoice Sync installed, use the following steps to complete setup. Configuring Viewpoint Vista Clicking the Config menu (shown below) then choosing Setup Viewpoint Vista will bring up the Config Viewpoint Vista window. In the window ...