Confirm you are on a supported version of Sage 300 Construction and Real Estate; upgrade if applicable. Review the release documents and confirm system requirements for upgrading.

Note: You can find these release documents on the Product Documents web page.

Download the Sage Paperless Construction (SPC) APFlow Basic Setup Guide and User's Guide:

DocLink: Sage Paperless Construction: APFlow Basic Setup Guide and User's Guide

Confirm you meet or exceed the system requirements for Sage Paperless Construction, found in the " Install Sage Paperless Construction APFlow Basic" section of the SPC APFlow Basic Setup Guide.

Follow the instructions in the "Install Sage Paperless Construction APFlow Basic" section in the APFlow Basic Setup Guide to install Sage Paperless Construction components including SQL Server if you don’t have a SQL instance already installed.

Follow the instructions in the "Configure Vault Access" and "Set up APFlow Basic" sections of the SPC APFlow Basic Setup Guide to configure vault access, set up your users, and configure Sage APFlow Basic settings.

Follow the instructions in the SPC APFlow Basic User's Guide to learn how to perform processing tasks.

It's a good idea to test the flow of an invoice all the way through the system to verify that everything is working as you expect. you have the option to use a Test vault to test your setup, or you can work directly in your production vaults. Refer to the "Using a Test Vault" section of the SPC APFlow Basic Setup Guide.

Refine your setup as needed, referring to the section in the SPC APFlow Setup guide titled "Refine Your APFLow Basic Setup." Additional setup options and features are also documented in the "Implement Additional Features" section of the setup guide. These additional features are not required, and you can implement them at any time.

Train your AP teams how to use APFlow Basic. The SPC APFlow Basic User's Guide will be handy for this. If you're using a Test vault, you can use it for training if you want your users to practice without impacting live data. Or you can train using actual invoices and documents.

You can also visit Sage University at www.SageU.com to look for online training classes.

If you're using a Test vault, you will need to copy your setup to your production vault before you officially begin using APFlow Basic. Refer to the section of the setup guide titled, "Using a test vault." There is also a very useful Help topic in Sage Paperless Construction titled, "Copying a Vault." Copy your test vault to your production vault.

Start using APFlow Basic to streamline your accounts payable processes!