Documents
Sicon Documents is designed to enhance your document management processes by cutting back on paperwork, improving the efficiency of your business and allowing you greater access to your documents. Attach documents, emails, orders and transactions within Sage 200, either by using a desktop scanner, browsing from a network location or via ‘drag & drop’ from an email.
Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible, while automatically archiving them at the same time.
The Document Automation module is available at an additional cost and can be used to enable the ability for suppliers to email their invoices directly into your business. Those invoices can then processed in Sage 200 with minimum effort.
Sicon Documents offers integrated document management for Sage 200 with three options:
Archive documents, emails and scan paper documents into Sage 200 as you work with fully embedded functionality making a seamless solution for your users.
Attach documents & emails to Sage 200 Accounts, stock items, orders and transactions either by ‘drag & drop’ from emails, browsing for a file or a a desktop scanner for paper.
View your documents directly within Sage 200 as you need them directly from customer and supplier Accounts, Sales and Purchase Orders and Sage transaction enquiry screens with no need to carry out any searching.
Sicon Documents includes Document Distribution functionality as standard and individual users licences can be purchased as Scan & View User Licences or a View Only User Licences, depending on the needs of your business.
Automatically email documents such sales order acknowledgements, purchase orders, invoices, statements & credit control letters with dynamic attachments, layouts, terms and conditions and custom email content.
Distributed documents are automatically archived during the distribution process and available to view against each transaction.
Sicon Document Automation can be purchased to extend the functionality of Sicon Documents to enable businesses to receive invoices electronically that have been scanned and had the relevant fields extracted automatically to enable quicker posting and reduce input errors.
Advanced Microsoft Azure AI technology powers our latest OCR solution for the automation of Invoices, Purchase Orders and Remittances into Sage 200.
Process documents directly from your email folder or via a centralised and monitored mailbox in MS Exchange 365.
Match invoices to Purchase Orders and Purchase Order Lines, Goods Received Confirmations and Sicon Projects.
Handle variances with settings or integrate with Sicon Approvals (available at an additional cost) providing an option to send invoices with variances for approval in our web-based Approvals solution.
Process customer purchase order documents to create sales orders into the Sage 200 Sales Order Processing module.
Use trained layout, match supplier stock codes to your stock codes and manage units of measure relationships.
Customer Remittances can be processed to carry out automatic allocation of invoices and related receipts on their ledger, significantly reducing finance staff time manually carrying out this process.