We use Pvault Paperless Environment, which integrates with Sage.  You set routing rules by job, or G/L code, endless possibilities of routing rules.  You can set a hiearchy of who sees the invoices first.  You can set up your own document types for filing of items other than invoices.  The export to Timberline works well.  We are happy with it.

We use Pvault Paperless Environment, which integrates with Sage.  You set routing rules by job, or G/L code, endless possibilities of routing rules.  You can set a hiearchy of who sees the invoices first.  You can set up your own document types for filing of items other than invoices.  The export to Timberline works well.  We are happy with it.

Are you using the ePortal for approvals?

No, we are doing it the old fashion way of emailing PDFs back and forth!

That question was pointed at Rpowers as I wanted to see how they were handling approvals. 
I'm with RPowers, definitely recommend Sage paperless construction.(aka pvault)

We have the rules set by Job and Extra to go to the Project Engineer first, then to the Project Manager.  After those two approvals happen, the invoices are available to export to Sage CRE, after review by Accounting.

We have the rules set by Job and Extra to go to the Project Engineer first, then to the Project Manager.  After those two approvals happen, the invoices are available to export to Sage CRE, after review by Accounting.