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.
config sage papaerless

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.
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.

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