Finance Assistant PaperLess User Guide
Doc Ref: OP212
3.1 If this happens, always check this against Sage. If it is a duplicate - delete this from PaperLess. Click Yes to Delete.
4. Should you need to change to work in a different company – you can select the dropdown and select from the list.
5. Attaching pdfs to the invoice in PaperLess
5.1 If there are multiple pdf attachments within the email, drag them across to PaperLess. Within PaperLess attach the relating pdf to the invoice.
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Document Issue 01 31/07/2025
Approved by: ZC
Not Controlled if printed
ISO 9001 / ISO 14001 / ISO 45001/PAS99: 2012
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