Sage 100 ERP: How to set-up the paperless office module

Question:  Mike, we own Sage 100 ERP (formerly Sage MAS90), what is Paperless Office and how do we set it up?

Answer: The Sage 100 ERP Paperless Office module is included in the Sage 100 ERP software, the base product includes Journals and Registers, Period End Reports, Reports, Forms. The Paperless Office allows creation of PDF folders to store documents with easy access in the future. The setup for the example of Journals and Registers is explained below: 

Step 1:

From Modules>Paperless>Setup>Paperless Options, check on the Journals and Registers box on the top panel “Enable Electronic Delivery and PDF storage”.  Accept 

Step 2:

From Modules>Paperless>Setup>Journal and Register Maint follow the steps below:

a)   Company Code, select the company you will be creating PDF’s for.

b)   Module Code, you can select for all Modules or select a specific code such as A/P.

c)   Documents, you can select for all Documents or select a specific document .

d)   PDF directory, you can browse to the location of the Paperless folder if it is on the same machine. But in most cases you will need to do a UNC path, for example if you are accessing a folder on the server that contains the Paperless folder. Example of UNC \\Server1\Paperless.

e)   Auto create PDF, you can set this to prompt during PDF printing, Yes or No.

f)    Password protection can be set to Yes or No, if you set up for password protecting, then you complete and confirm the password.

Then Click Accept.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services

Mike is and expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.