Sage 100 ERP Demo of the Paperless Office Tasks – View PL Reports, Module Options and Sage 100 Support Overview Information

Bisness Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp paperless office module

Sage 100 ERP PL – Paperless Office Demo & Overview

Introduction to Sage 100 ERP Paperless Office Module

Sage 100 ERP Demo of the Paperless Office Web Browser Edition – BIS Virtual Tour Navigator

This page includes overview information about each menu task in the Paperless Office module that is accessible from the Sage 100 ERP main explorer menu and aided by an interactive virtual demo; Business Information Systems’ Virtual Tour Navigator. Clicking the thumbnails in each section opens the Sage 100 ERP virtual tour navigator. The clickable blue highlighted rectangles allows you to navigate to related screen panes in each Paperless Office task in which you can experience what the Sage ERP accounting software suite is all about.

About Sage 100 ERP Paperless Office Tasks

Sage 100 ERP Paperless Office is designed to improve communications and save time and costs by efficiently emailing and faxing documents to your customers, prospects, vendors, resellers, and employees in the same office or to remote locations. Go green by utilizing the powerful Paperless Office features not only helping the environment and reducing storage but take advantage of how quickly and easily you can find files, view reports and forms, and print only the pages you want. The Paperless Office Archive contains intuitive search and sort tools so that you can find the document you want fast, fast, fast. Paperless Office is remarkable tool for efficiency and boasts these features.

sage 100 erp paperless office module features and benefits Paperless Office Features & Benefits

  • Convert journals and registers to PDF format, eliminate paper waste, and save money. Plus, you can still print out hard copies and specify the pages that you want. Storing your journals and registers as PDFs lets you search and archive much easier—saving you time and space. All journals and registers are viewable from one location with the ability to determine if they have been updated. What’s more, you can quickly send any of these large documents by email to your auditors. You may also choose to archive the last copy or all previous versions.
  • Using period-end reports in PDF format saves on paper costs; plus you can archive reports in a secure and searchable digital format. All documents are available for electronic retrieval through the any PDF Viewer. The Viewer enables you to specify any combination of company codes, modules, and documents to view—so you see only what you want to see. Files are automatically named and saved as PDFs, eliminating the risk of accidental overwrites.
  • All standard reports are available in PDF format from the Paperless Office Report Viewer.
  • Save sales order and sales order invoice as PDFs and send a copy to the customer. This way, if a customer calls with a question, your computer screen will display the customer’s exact copy. Save postage costs by distributing electronically. Resend the customer a copy of an invoice with the click of your mouse. Users can view these forms by date, source, user ID, and file name. You can see if the form still exists and whether it was sent electronically as well. You also may choose to archive the last copy of the invoice or all previous versions.
  • Convert Accounts Receivable invoices to PDF format, print a copy to send to a customer, and save a copy electronically—all in one step. View invoices by invoice date, invoice source, user, or file name. It’s also possible for you to see whether an invoice still exists and whether it was sent electronically and decide whether to archive the last copy of the invoice or all invoices.
  • View and reprint Job Cost invoices by date, source, user, and file name. Also, you can see if an invoice still exists and whether it was sent electronically, and decide either to archive the last copy of the invoice or all invoices. Recalling and printing PDF files can be done on either a customer or job basis.
  • Save purchase orders as PDFs and send email copies directly to the vendor within the same process, improving turnaround time and communication with your vendor. You can retrieve archived POs by date, source, user ID, and file name. You also may choose to archive the last copy of the PO or all previous versions.
  • Gain easy access to Payroll direct deposit stub information, such as how benefits were recorded. The Direct Deposit Stubs application allows you to save all your stubs in PDF format. Reprint and quickly retrieve exact copies of stubs and never again run a report to approximate stub data. All PDFs are available for electronic retrieval using the Direct Deposit Stubs Viewer. This enables you to view and sort records by check date, employee number, check entry number, stub number, sequence number, user ID, run date and time, sent-to email address, path, and document name, plus whether the record exists, was updated, and sent by email. You also have the option to make the Stub Viewer available to all employees. Individual stubs are secured with employee-specific passwords that can be randomly generated, employee created, or defaulted from the employee’s Social Security number.
  • Use Electronic Delivery of Forms to speed up communications and eliminate the need to print on letterhead, stuff envelopes, and pay postage costs. Select the delivery method for your documents: Print and mail, email, or fax. Documents that can be sent electronically include: Accounts Receivabel Statements and Invoices, Payroll Direct Deposit Stubs, Purchase Orders, Sales Orders, Sales Order Invoices, Job Cost Invoices, and Customer RMAs. Virtually all forms can be sent to multiple email addresses and fax numbers.
  • for questions and more information on the sage 100 erp paperless office module's features and benefits contact business information system - a sage authorized partner reseller and software support providerQuestions? Contact BIS

    For question and more information on the Sage 100 ERP Paperless Office module’s features and benefits, contact Business Information System – a Sage Authorized Partner, Reseller, Software Support, and Solution Provider.


Sage 100 ERP Paperless Office Overview Support Information for the Main Menu Tasks

Details of Sage 100 Paperless Office Main Menu

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sage 100 erp software support for the paperless office journal and register viewer Paperless Office Journal and Register Viewer

The Paperless Office Journal and Register Viewer is used to view, e-mail, fax, move, or delete journals and registers stored as PDF documents. Journal and Register Viewer can display journals and register PDF documents created for all companies.

sage 100 erp paperless office journal and register viewer support and user options Support & User Options

  1. You can filter the PDF documents displayed by company, module, and accounting date, or search for a PDF document using additional criteria.
  2. If another PDF document was selected to be associated with the journal or register PDF document when the journal or register PDF document was created, you can also view the associated PDF document.

sage 100 erp paperless office journal and register viewer setup and integration options Setup & Integration Options

  1. In Paperless Office Options, you can specify whether to automatically display all documents in Journal and Register Viewer when it is first accessed.
  2. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter Selection Criteria and click Refresh.

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sage 100 erp software support for the paperless office period end report viewer Paperless Office Period End Report Viewer

The Paperless Office Period End Report Viewer is used to view, e-mail, fax, move, or delete period-end reports stored as PDF documents. Period End Report Viewer displays period-end report PDF documents created from all companies.

sage 100 erp paperless office period end report viewer support and user options Support & User Options

  1. You can filter the PDF documents displayed by company, module, and period-end date, or search for a PDF document using additional criteria.

sage 100 erp paperless office period end report viewer setup and integration options Setup & Integration Options

  1. In Paperless Office Options, you can specify whether to automatically display all documents in Period End Report Viewer when it is first accessed.
  2. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter Selection Criteria and click Refresh.

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sage 100 erp software support for the paperless office report viewer Paperless Office Report Viewer

The Paperless Office Report Viewer is used to view, e-mail, fax, move, or delete reports stored as PDF documents. Report Viewer displays report PDF documents created for all companies.

sage 100 erp paperless office report viewer support and user options Support & User Options

  1. You can filter the PDF documents displayed by company, module, and accounting date, or search for a PDF document using additional criteria.

sage 100 erp paperless office report viewer setup and integration options Setup & Integration Options

  1. In Paperless Office Options, you can specify whether to automatically display all documents in Report Viewer when it is first accessed.
  2. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter Selection Criteria and click Refresh.

click to view the sage 100 erp demo of the paperless office report viewer task View the Sage 100 ERP Demo of the Report Viewer.

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sage 100 erp software support for the paperless office customer viewer Paperless Office Customer Viewer

The Paperless Office Customer Viewer is used to view, e-mail, fax, move, or delete customer-related PDF documents. Customer Viewer displays customer forms such as Accounts Receivable invoices, Sales Order invoices, Job Cost invoices, statements, sales orders, and customer RMAs.

sage 100 erp paperless office customer viewer support and user options Support & User Options

  1. When this task is accessed from the Paperless Office menu, you can view documents for customers in any company.
  2. You can filter the PDF documents displayed by form type and document date, or search for a PDF document using additional criteria.
  3. If you delete an invoice, order, or RMA in the software, the corresponding PDF document is automatically deleted as well.

sage 100 erp paperless office customer viewer setup and integration options Setup & Integration Options

  1. In Paperless Office Options, you can specify whether to automatically display all documents in Customer Viewer when it is first accessed.
  2. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter Selection Criteria and click Refresh.
  3. This window is available only if the Forms check box is selected in the Paperless Office Options window.
  4. From Customer Maintenance, this window is also available only if one or more customer forms are set up in Paperless Office Form Maintenance.

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sage 100 erp software support for the paperless office vendor viewer Paperless Office Vendor Viewer

The Paperless Office Vendor Viewer to view, e-mail, fax, move, or delete vendor-related PDF documents. Vendor Viewer displays vendor forms such as checks, purchase orders, and return orders.

sage 100 erp paperless office vendor viewer support and user options Support & User Options

  1. When this task is accessed from the Paperless Office menu, you can view documents for vendors in any company.
  2. You can filter the PDF documents displayed by form type and document date, or search for a PDF document using additional criteria.

sage 100 erp paperless office vendor viewer setup and integration options Setup & Integration Options

  1. In Paperless Office Options, you can specify whether to automatically display all documents in Vendor Viewer when it is first accessed.
  2. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter Selection Criteria and click Refresh.
  3. NOTE: This window is available only if the Forms check box is selected in Paperless Office Options.
  4. From Vendor Maintenance, this window is also available only if one or more vendor forms are set up in Paperless Office Form Maintenance.

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sage 100 erp software support for the paperless office employee self service Paperless Office Employee Self Service

The Paperless office Employee Self Service is used to access direct deposit stubs stored as PDF documents, specify the e-mail address where stubs will be sent, and maintain your password for viewing direct deposit stubs.

sage 100 erp paperless office employee self service viewer setup and integration options Setup & Integration Options

  1. This task is available only if the Payroll module is installed and the Forms check box is selected in Paperless Office Options.
  2. This task is not available for Sage 100 Premium ERP.

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Sage 100 ERP Paperless Office Overview Support Information for the Uitlities Menu Tasks

Details of Sage 100 Paperless Office Utilities

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sage 100 erp supoort for the paperless office purge pdf documents utility Paperless Office Purge PDF Documents

The Paperless Office Purge PDF Documents is used to permanently delete selected PDF documents from the system.

sage 100 erp paperless office purge pdf documents utility support and user options Support & User Options

  1. You can purge PDF documents by document type, company, module, and document.
  2. If you are deleting journals or registers, you can also purge any PDF documents associated with the journal or register.

sage 100 erp paperless office purge pdf documents setup and integration options Setup & Integration Options

  1. When you proceed with the purge, all selected documents created on or before the specified date are deleted from the system.
  2. PDF documents for sales orders, customer RMAs, and purchase orders are purged only if the actual orders and RMAs have been updated to the permanent files.

sage 100 erp paperless office purge pdf documents important information Important Information

  1. The date used for purging PDF documents is the system date, not the accounting date.
  2. If the actual PDF documents cannot be found during the purge process, the records of the PDF documents are removed only from the PDF log. No message is displayed indicating that the PDF documents were not found.
  3. This window is available only if one or more check boxes are selected in the Enable Electronic Delivery and PDF Storage section in the Paperless Office Options window.

Reasons the PDF documents cannot be located can include the following:

  • The PDF documents were moved or deleted from outside a viewer window.
  • Your Windows user account does not have security rights to the folder where the PDF documents are located.
  • The server where the PDF documents are located is not available over the network.

click to view the sage 100 erp demo of the paperless office purge pdf documents utility task View the Sage 100 ERP Demo of the Paperless Office Purge PDF Documents Utility.

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Sage 100 ERP Paperless Office Overview Support Information for the Setup Menu Tasks

Details of Sage 100 Paperless Office Setup

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sage 100 erp support for the paperless office paperless office module options setup task Paperless Office Module Options

The Paperless Office Module Options Setup Task is used to enable electronic delivery and PDF storage functionality, and set up basic options for PDF viewers and storage. These options apply to all companies.

After enabling electronic delivery and PDF storage and setting up these basic options, you can set up options for individual forms, reports, journals, registers, and period-end reports in each Setup menu task. You can also create default e-mail messages for each document type in Electronic Delivery Message Maintenance.

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sage 100 erp supoport for the paperless office journal and register maintenance setup taskPaperless Office Journal and Register Maintenance

The Paperless Office Journal and Register Maintenance Task is used to set up options for storing journals and registers in PDF format.

sage 100 erp paperless office journal and register maintenance setup task support and user options Support & User Options

  1. Journal and register settings can be set up for individual or multiple journals and registers.
  2. You can define a specific location to store journals and register PDF documents, whether to automatically create them during printing, and whether to password-protect the documents.
  3. You can also set options for linking the PDF document to an associated PDF document.
  4. You can use this flexibility to set up options for multiple journals and registers and then define options for any exceptions. For example, to automatically create PDF documents for all companies and for all journals and registers except the Accounts Receivable Sales Journal, you could set up one record for all companies, all modules, and all documents and select to print PDFs automatically. Then set up another record for all companies, Accounts Receivable module, and the Accounts Receivable Sales Journal with the selection to not create PDFs automatically.
  5. These options can be defined by company, module, and the specific journal or register.

sage 100 erp paperless office journal and register maintenance setup and integration options Setup & Integration Options

  1. This task is available only if the Journals and Registers check box is selected in the Enable Electronic Delivery and PDF Storage section in Paperless Office Options.
  2. You can delete settings for PDF documents; Deleting a setting does not affect the actual journal or register, only the PDF settings for that journal or register.

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sage 100 erp software support for the paperless office period end report maintenance setup task Paperless Office Period End Report Maintenance

The Paperless Office Period End Report Maintenance Task is used to set up options for storing period-end reports in PDF format.

sage 100 erp paperless office period end maintenance support and user options Support & User Options

  1. You can define a specific location to store reports, whether to automatically store them during printing, and whether to password-protect the documents.
  2. You can use this flexibility to set up options for multiple modules, and then define options for any exceptions. For example, to automatically create PDF documents for period-end reports in all modules except Accounts Receivable, you could set up one record for all companies and all modules, and select to print PDFs automatically. Then you could set up another record for company ABC and the Accounts Receivable module, with a selection to not print PDFs automatically.
  3. These options can be defined by company and by module.

sage 100 erp paperless office period end maintenance setup and integration options Setup & Integration Options

  1. This task is available only if the Period End Reports check box is selected in the Paperless Office Options window.
  2. You can delete settings for PDF documents; deleting a setting does not affect the actual report, only the PDF settings for that report.

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sage 100 erp software support for the paperless office report maintenance setup task Paperless Office Report Maintenance

The Paperless Office Report Maintenance Task is used to set up options for storing reports in PDF format.

sage 100 erp paperless office report maintenance support and user options Support & User Options

  1. You can define a specific location to store reports, and whether to password-protect the documents.
  2. PDF settings can be set up for individual or multiple reports; use this flexibility to set up options for multiple reports, and then define options for any exceptions.
  3. When options are defined for a report, you can print it to PDF from the report printing task.
  4. These options can be defined by company, module, and individual report.

sage 100 erp paperless office report maintenance setup and integration options Setup & Integration Options

  1. This task is available only if the Reports check box is selected in the Paperless Office Options window.
  2. You can delete settings for PDF documents; deleting a setting does not affect the actual report, only the PDF settings for that report.

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sage 100 erp software support for the paperless office form maintenance setup task Paperless Office Form Maintenance

The Paperless Office Form Maintenance Task is used to set up options for storing and electronically delivering forms in PDF format. Forms include documents such as invoices, sales orders, return orders, and purchase orders.

sage 100 erp paperless office form maintenance support and user options Support & User Options

  1. You can define a specific location for storing PDF documents, a default “from” e-mail address, and an override password to open the PDF document.
  2. Form options can be defined by company, module, and individual form. You can use this flexibility to set up options for multiple forms, and then define options for any exceptions. For example, to enable electronic delivery for all companies and modules, for all forms except direct deposit stubs, you could set up one record for all companies and all modules, and enable electronic delivery. Then set up another record for all companies, Payroll module, and Direct Deposit Stub form, and disable electronic delivery.
  3. You can delete settings for PDF documents; deleting a setting does not affect the actual form, only the PDF settings for that form.

sage 100 erp paperless office form maintenance setup and integration options Setup & Integration Options

  1. This task is available only if the Forms check box is selected in Paperless Office Options.
  2. A form can be e-mailed or faxed only if the Enable Electronic Delivery check box is selected for the form in this window.
  3. Form codes set up for batch faxing cannot be used with Paperless Office.

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sage 100 erp software support for the paperless office electronic delivery message maintenance setup task Paperless Office Electronic Delivery Message Maintenance

The Paperless Office Electronic Delivery Message Maintenance Task is used to create default messages to use when e-mailing or faxing documents in PDF format. You can create generic messages to use for a document type, company, or module, or create specific messages for individual documents.

sage 100 erp paperless office electronic delivery message maintenance support and user options Support & User Options

  1. You can insert merge fields in a message that represent values such as the customer name, document, and document date.
  2. The merge fields are automatically converted to the corresponding value when the email or fax is sent.
  3. When you send a document by e-mail, the document is automatically attached to the e-mail message as a PDF file.
  4. The message that is used depends on how specific the company, document type, and document is for the message.
  5. Multiple messages can be defined for a single document, allowing you to define a generic message for a group of documents, and a specific message for one document in that group. For example, one generic message can be defined for all documents, and another message can be defined just for Accounts Receivable invoices. When multiple messages exist for a document, the message used is based on a hierarchy.
  6. You can use the default messages that are predefined in the system, or create new ones.

sage 100 erp paperless office electronic delevivery message maintenance setup and integration options Setup & Integration Options

  1. This window is available only if one or more check boxes are selected in the Enable Electronic Delivery and PDF Storage section in the Paperless Office Options window.

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