We are a property management company with 40+ companies. Some of our tenants require a copy of EACH invoice that they are being backcharged on for common area maintenance reconciliation. Our process currently is to make a copy of each paid invoice and file those copies by company in an alpha accordian file, this way we have access easily to those invoices per property location, we simply pull them from the file, make a copy for our tenant(s) and we are done. The CAM process is done either quarterly or yearly and in some cases both for the same property location.
Our company wants us to set up Sage paperless and I am having difficulty in how the system should be setup so that those invoices can be found easily by property by vendor for specified date ranges. If anyone has any ideas and has used paperless I would appreciate any advise you have!
Thank you.
