Sage Product: Sage 200 Standard

Credit Hound Cloud

How it Works

It is quick and easy to set up and can be done in less than 5 minutes by following the on-screen instructions.

Credit Houd Cloud seamlessly communicates with your Sage 200 to automatically gather all transactional and contact data, creating a replica of the information held in Sage.

If you answer yes to any of these scenarios then you may want to look at Credit Hound Cloud

  • Are you are using multiple spreadsheets for notes and what’s owing?
  • You can’t get round to contacting everyone that owes you money every month?
  • You want to chase different customers on different chase cycle but it never works out that way
  • You have no clear visibility of what has previously been chased
  • You don’t always know when something is in dispute
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Key features explained

Chasing cycles

  • With Credit Hound Cloud you have full control over how you want to chase your customers. By placing a customer in a chasing cycle, you can decide on the frequency and wording of communications. These can range from a pre-emptive reminder to a severely overdue email and everything else in between.
  • In most cases the same email might not be applicable to all customers so with this software you can assign different chasing cycles and emails to different customers, consequently making sure that you are always being effective in your chasing.
  • Once set up Credit Hound Cloud will chase the right customer at the right time with the communication method right for them.

Managing communications

  • All communications sent out by the chasing cycle are automatically recorded against the accounting transaction they relate to.
  • With Credit Hound Cloud you can record notes against transactions, accounts, or raise a dispute.
  • If customers reply to the chasing emails these can be automatically filed/archived and linked to the transaction in CH- giving visibility of all communications.

Visibility (dashboard, notes/history)

  • Credit Hound Cloud offers a comprehensive dashboard that can be used to track and see all outstanding invoices and payments as well as all communications with customers.
  • On your customer dashboard, notes and transactions are also visible, meaning you have all the information you need right in front of you.

If you would like more information on Credit Hound Cloud then send us an email at [email protected] or call us on 01332 959 008.

Spindle Document Management

Distribute outgoing documents

This add on is designed to help businesses create the right impression by automatically branding and adding logos to documents so they look as good as pre-printed stationery.

It also allows promotions and messages to be quickly added and easily removed for up-to-the-minute accuracy. Advertising messages can even be tailored specifically to customer groups within your accounting system.

You can also add ‘Pay Now’ buttons to invoices sent via email and get paid quicker. Your customers can instantly and securely pay you online via Sage Pay.

Transform the look of outgoing documents

  1. Apply a digital signature.
  2. Incorporates full colour design with logo and corporate branding.
  3. Relevant data extracted from your ERP.
  1. 256 bit document encryption.
  2. Automatically change language files.
  3. Terms & conditions automatically added.
  4. Pay Now button added to the invoice. NEW

Save time and eliminate errors

  • Send batch document prints to multiple people at the click of a button.
  • Use email for all documents, not post.
  • Eliminate human errors by automating all communications.
  • Include Your Terms and Conditions with all documents automatically

Reduce costs and save money

  • No expensive pre-printed stationery needed.
  • No more postal costs or delays.
  • Add Pay Now button to documents.
  • Layouts are simple to amend “in house” by any user saving consultancy fees.

Enhance your company’s image

  • Automatically brand documents for a professional look.
  • Send all documents with professional personalised HTML email layouts including merge fields.
  • Automate multiple layouts for different clients or divisions
  • Add your company logo, promotions and seasonal messages quickly and easily.

Capture incoming documents

Document Capture integrates into many areas of Sage 200 including Sales Order Processing, Purchase Order Processing, Sales Ledger, Purchase Ledger, Nominal Ledger, Cash Book and Project Accounting.

Instant Document Viewing Outside Sage 200

  • The standalone Document Search tool for all types of documents and can be used by both Sage 200 users and non-accounting staff to view documents, giving greater accessibility to other departments.

Increase your Storage Space

  • Documents are electronically stored instead of using up valuable office space and can be destroyed when scanned.

Reduced Environmental Impact

  • The amount of paper waste can be significantly reduced when using digital documents instead of paper. Not only will it reduce your carbon footprint, but also bring savings on paper recycling fees.

Capture Documents Outside Sage 200

Documents can be scanned in by non-Sage 200 users, saving time in your accounts department e.g. batches of signed delivery notes can be scanned directly in the warehouse and can be automatically archived back into Sage 200 against the correct transactions.

Improved Accuracy

Reduce the chance of misfiling or losing documents and find relevant documents instantly.

Quick and Easy Archiving

Save time by scanning batches of documents in one go, including multiple page documents. By using barcodes, Spindle Document Capture will automatically recognise the length of each document.

Speed-up Workflow

By using specific document types Spindle Document Capture instantly associates the relevant account/transaction data to the document.

Qnect for Sage CRM

Benefits of Qnect for Sage CRM

Access from anywhere
With Qnect, information entered on Sage CRM at the start of the sales process will flow through to Sage 200 without needing duplicate entries, saving you time and hassle.

Know your customers
Gain detailed insight into what your customers value most. Improve ROI on your campaigns and product strategies.

Manage disputes
See all elements of a customer’s account in one place – from orders made to accounts and product availability. Solve disputes before they turn into deeper issues.

Ease data burdens
Produce quotes for Sage CRM prospects without linking them to Sage 200. Reduce the load of data in Sage 200, keeping the software fast and efficient.

Product Features

Processing Quotes

You can add products, free text
items and comments to quotes. You can also produce PDF
documents, and easily send these to
prospects or customers from within Sage CRM.

Processing Orders

You have full flexibility when processing orders – create them from quotes or add them directly into Sage CRM. After the customer has agreed to a quote, an order can be posted straight into Sage 200 against their account. Just click the ‘Post to Sage Accounts’ button when viewing the order.

Instant Data Accessibility

There’s no need to re-enter info at each stage of your sales process – with Qnect, information flows from Sage CRM and into Sage 200. By storing details about phone calls, emails or meetings, you can better manage your sales and reduce errors from repeated data entry.

If you would like to discuss Qnect for Sage 200 or if you’d like to arrange an onsite demonstration, do not hesitate to contact us via [email protected] or give us a call on 01332 959008

Microsoft Power BI

Power BI is a business analytics service by Microsoft. It aims to provide interactive visualisations and business intelligence capabilities with an interface simple enough for end-users, who are already familiar with Microsoft Excel tools such as Pivot Tables, to create their own reports and dashboards.

At PKF Smith Cooper Systems, we have been integrating Sage 200 SQL data with Power BI since its launch, but now Sage has provided a connector its easier than ever to connect to your data, start analysing and create your own dashboards.

Power BI is connected to SQL and, in this example, we have pulled the customer account, address information, Customer Turnover and Sales Order tables direct from the Sage 200 database.

Once connected you can now start to utilise the tables to build your dashboard.

The dashboards themselves are made up of visualisations which can be tables, charts, maps or any other visual representation of data that can be downloaded from the Microsoft marketplace.

In the dashboard, below, the following data is displayed:

  • Debtors showing a real-time breakdown of customer balances. This is from the customer accounts.
  • Monthly turnover with a trend line showing the performance of the company over time across the customer base.
  • Top Customers based on Turnover as a list.
  • Top 10 customers based on Turnover as a pie chart.
  • The geographic location of each customer based on their postcode.

What makes Power BI truly powerful is its ability to drill into data.

For example, if you want to see what is making up the black section of my pie chart you can right-click on it and select Drill through.

This opens up a whole new set of data, pre-filtered by your selection, where you can see the account information, sales by product as a list, Top 10 products based on Turnover and Quantity.

At any point, the user can drill back to the parent dashboard and interrogate another clients data.

If you would like to arrange an onsite demonstration of how Microsoft Power BI can work for you, an initial WebEx overview or would simply like to find out a little more, then do not hesitate to contact us via [email protected] or give us a call on 01332 959008