In today’s fast moving business environment, minimizing manual data entry and eliminating human errors are more crucial than ever. As companies look for ways to work smarter and faster, using technology to scan documents and pull out important information automatically is becoming a must. That’s where the OCR (Optical Character Recognition) addon for Sage 300 ERP makes a significant impact.
The latest addition for Sage300 ERP is the OCR addon, developed to help businesses automate the extraction of data from scanned or digital documents directly into Sage 300—saving valuable time and improving accuracy.
The OCR addon enables users to scan and import documents such as invoices, purchase orders, or receipts and automatically extract key data fields into the appropriate Sage 300 modules. This eliminates the need for manual entry, speeds up transaction processing, and ensures that records are consistent and up-to-date across the system.
New stuff: Input Service Distributor (ISD) for Sage300
The OCR module includes the following screens:
- OCR Setup
- Document Import & Review
The OCR Setup screen allows users to define templates and mapping rules for document types and fields, ensuring the system knows exactly where to pull data from. The Document Import & Review screen lets users scan or upload a document, view extracted data, and verify or edit the details before importing them into Sage 300 ERP.
With this automation, businesses can dramatically reduce time spent on data entry, lower the risk of human errors, and accelerate workflows across finance, procurement, and inventory departments. The OCR addon transforms how documents are processed, offering a smarter and more efficient way to handle transactional paperwork.
About Us:-
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.
