Yooz imports master data information from your Sage system such as chart of accounts, tax information, custom fields and more.
Upload
Import documents via the YoozMobile app, automatic email capture, upload from your files or by scanning paper documents.
Processing
OCR and AI technologies identify and map the data, detect duplicates and highlight discrepancies for your review.
Workflows
The document will follow a custom workflow which triggers tasks for approvers to review and action the document accordingly.
Integration
Once the workflow is complete, the data can automatically export to Sage 200/Intacct with an image of the invoice to be paid.
With Yooz, you only need to pay for the modules that you want to use, so you can automate parts of the process that take up the most time or automate the whole process from start to finish.
Our Sage Consultants have completed Level 1 and Level 2 accreditations, meaning they can assist you with getting set up on Yooz and provide assistance.
If you have any further questions, please complete the enquiry form or email [email protected] and our Yooz accredited consultants can arrange a demo, 15 day free trial or a quote for you!
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
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.
Eureka Plus Pack for Sage 200 is a collection of over 80 add ons that have been designed to simplify and enhance Sage 200 functionality.
Eureka regularly adds new functionality into this collection based on requests from end users. Any new add ons added to the Plus Pack will be available free of charge to existing Plus Pack customers with valid support/licence agreements. Below are a few examples of what is included in this product.
Aggregate Discounts Allows quantity break discounts to be set up and applied across multiple stock items within a product group, rather than an individual stock item, and apply the appropriate discount correctly.
One Click Sales Order Processing Add a button to the Create/Amend Sales order form to allow multiple combinations of one click processing. Includes Save & Acknowledge – Save, Acknowledge, Despatch – Save, Despatch and Invoice – Save and Invoice plus many more .
Multiple Stock Transfer Sage 200 only allows for one stock item to be transferred at a time. The multiple stock transfer add on saves a huge amount of time by allowing multiple items to be transferred at once. This is a must-have if you transfer stock between warehouses or locations.
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Sales Order Plus for Sage 200
Sales Order Plus speeds up order entry and increases Sales by ensuring all customer and product information is available from one screen.
This product has built-in cross selling prompts which encourage staff to maximise opportunities by offering additional complementary products and quickly reviewing buyer preferences and previous orders.
If your business processes sales orders, particularly telesales and trade counter environments where rapid order entry and sales history information are vital, then this is the solution for you!
Rapid Order Entry Screen Allows you to quickly enter multiple sales orders using quantity and product descriptions. Telesales screen also provides quick links to stock balances, purchase orders, customer details and lots more.
Sales Tools and Prompts Automated pop ups and quick links provide the user with suggested cross sell items, customer preferred items, previous order details along with the ability to add these to the order in one click.
Sales Notepad Users can quickly access customer specific pricing and build a quick quote without entering a full order in the system. Can also be used without entering a customer.
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Purchase Order Plus for Sage 200
Purchase Order Plus for Sage 200 allows for rapid purchase order entry, faster processing and access to all required supplier and stock information from one screen.
The rapid entry grid allows you to enter purchase orders quickly and easily. Also, the one-click processing feature gives you the ability to create new suppliers, stock items and amend prices without leaving the purchase order entry screen.
Expanded Order Entry Screen Utilising the existing Sage 200 order entry screen, the module provides a toolbar of utilities allowing access to supplier and stock information from one screen.
Rapid Entry Allows for a grid style rapid entry form to be used within the order entry screen. It is easy to switch back and forth between this and the standard order entry screen.
One-Click Processing Gives you the ability to create new suppliers, stock items and amend prices without leaving the purchase order entry screen.
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Data Exchange for Sage 200
Data Exchange for Sage 200 module provides an out of the box solution enabling integration between Sage 200 and other 3rd party applications. Such as websites, warehousing software, external ERP and CRM systems and industry-specific solutions.
Field Mapping Utility Data Exchange allows field mapping between the import file and Sage 200 fields. Valid files are automatically imported into Sage 200 and a backup copy saved, while any ‘failed’ files are saved in a separate folder to be amended and re-imported.
Supports Multi-Company Installations Data can be imported/exported from multiple Sage 200 companies and multiple ftp sites simultaneously.
Automated standard import routines Data Exchange allows for the standard Sage 200 import routines to become automated, cutting down on the amount of time spent by users transferring data manually.
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Courier Link for Sage 200
Courier Link allows you to create shipping labels, generate and store tracking numbers and arrange courier collections, all within Sage 200. Connect to couriers including: Royal Mail, DPD, FedEx, NetDespatch, Tuffnells, Asendia and APC.
Courier Link simplifies the process of preparing your goods for despatch and arranging collections with your chosen courier. It also removes the need to individually arrange parcel collections on carrier websites
Additional Menus Allowing users to configure individual courier settings and services, ensuring customers are charged accordingly.
Configuration Courier Link can be configured to automatically convert parcel weights to suit different courier requirements.
Shipping Labels PDF shipping labels can be automatically created at the point of order, ready to print and attach to parcels, removing the need to manually create labels individually with customer address details.
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If you would like to find out more about the benefits of these Eureka products and how they can advance your business, then contact us via the form or call 01332 959 008
Draycir Excel Data Bridge has been developed to save you time entering data into Sage 200. Enabling you to create and edit data in the familiar spreadsheets you use daily.
Through taking a fresh look at data entry into Sage 200 within Microsoft Excel, Excel Data Bridge simplifies and streamlines the routine entry of accounts data, sales orders, purchasing and stock.
Draycir Excel Data Bridge enables manipulation of data in Microsoft Excel and then posts it directly into Sage, saving time and reducing the margin for error.
Saves time entering data into Sage, enabling you to create and edit data in the familiar spreadsheets you use daily.
Simplifies and streamlines the routine entry of account data, sales orders, purchasing and stock through taking a fresh look at data entry into Sage 200.
Enables manipulation of data in Microsoft Excel; posts directly into Sage without needing to rekey data.
Less experienced Sage users can benefit from instant validation feedback which will tell you if you’ve done this correctly, giving you the ability to confidently enter data into Sage.
Users can browse data from Sage within Excel, for example, nominal codes, costs centres and departments, and follow set rules to ensure consistency.
Ability to ‘work offline’ whilst still able to browse data by locking the data.
Improves the way your team deliver their tasks allowing them to focus on other tasks that contribute to your organisation’s goals.
Features Explained
Nominal Ledger
Uses the power of Excel to do regular calculations and upload the NL data directly into Sage. Users can avoid time consuming, people heavy data entry to the nominal, usually kept in Excel and then manually transfer the data into Sage via a form per journal. This is one of the most popular sheets provided by Excel Data Bridge.
Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Ideal if you sell goods through a channel marketplace such as Amazon or eBay and receive a report of payments.
Creates a batch upload of cash payments. Avoids manually rekeying into Nominal Ledger in Sage 200, it’s a huge time saver
Cash Receipts
Save time by creating a batch upload of cash receipts including vatable and non-vatable receipts
Project cost adjustments
Posts cost and revenue adjustments to projects. Any mis-postings or posts to the wrong project can be adjusted quickly and easily providing a huge time saving alternative to repeated manual data entry
SL Invoice
SL Invoice sheet allows user to post Sales Ledger Invoices against the Sale Ledger. Replaces a previously time heavy task of manual entry into Sage and rekeying into Sage 200
PL Cash (with allocation)
Allows users to enter cash items into Microsoft Excel, you can then either match manually or choose to automatically match and associate each cash payment with the correct invoice. Saves time of repeated data entry in both Excel and Sage 200.
Sales Orders
The Sales Orders sheet creates Sales Orders either individually or as a batch in Sage which includes mapping of analysis codes. Provides a streamlined alternative to manually entering data into Sage.
Enables you to post Purchase Ledger Invoices against the Purchase Ledger as well as ability to browse on relevant codes and post into Purchase Ledger. It also manages credit. Eliminates need to manage frequent data entry
Purchase Order Creation
Allows you to create Purchase Orders either individually or on block.
If you would like more information on Excel Data Bridge then send us an email [email protected] or fill out the enquiry form.
Many of the Sage 200 sites we currently support integrate Sage with a third party system. These can be anything from an e-commerce website like Magento or WooCommerce to a bespoke commercial system.
Though Sage 200 has a standard import capability using CSV files, for more automated or complex integrations, we utilize our own Sage 200 API.
In the past, integrations used middleware for CSV or XML file transfers. While these methods still work, API technology has become an industry standard due to its efficiency, especially for handling large data volumes or mapping fields from custom applications.
This method of integration is a modern approach, centralizing data in Sage 200 and enabling easy queries for third parties. Unlike the old mass update approach, the API allows interactions with Sage 200 in smaller, more manageable data chunks.
The key premise of these tools is that we have a standard data model ready for import into Sage 200, including the necessary fields and data rules. This model can also update analysis codes and custom fields, ensuring compatibility with your specific project requirements.
MRGE is typically used where a third party developer wishes to perform the integration. Typical examples would be a web developer who wishes to post transactions to Sage 200 and pull back delivery or stock information.
In this instance, minimal time is required from our team. They’ll simply deploy the solution and assist with testing as required. This, along with one single monthly cost, provides a much lower price point of entry compared to traditional bespoke development.
WIRE is used where there is no third-party developer working with our client. In this case, the PKF Smith Cooper team will either deploy an existing connector or build out a new one.
Examples of work we have previously provided include Shopify, Ebay, Amazon, DPD, Metapack, and DX courier, plus several portals for well known wholesalers.
WIRE can be configured without additional coding, and runs on a pre-defined schedule to import and export data. This makes it easy to use straight out of the box.
We would be delighted to discuss your Sage 200 APIrequirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.
WIRE is typically used where there is no third-party developer working with our client. In this case, the PKF Smith Cooper team will either deploy an existing connector or build out a new one.
Examples of work we have previously provided include Shopify, Ebay, Amazon, DPD, Metapack, and DX courier, plus several portals for well known wholesalers.
WIRE can be configured without additional coding, and runs on a pre-defined schedule to import and export data. This makes it easy to use straight out of the box.
Json is increasingly becoming an industry standard for system integration – however, we also have generic connectors for common file formats like CSV, XML and more. Thus, regardless of the integration capabilities of the application you are trying to connect, we can offer a solution that can help.
For more information, visit the webinar recording below:
We would be delighted to discuss your Sage 200 APIrequirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.
MRGE is typically used where a third party developer wishes to perform the integration. Typical examples would be a web developer who wishes to post transactions to Sage 200 and pull back delivery or stock information.
In this instance, minimal time is required from our team. They’ll simply deploy the solution and assist with testing as required. This, along with one single monthly cost, provides immediate efficiencies for anyone who is either re-keying data, manually importing CSV files or suffering with regular failures or database locks caused by a legacy file transfer solution.
We currently have an extensive list of endpoints available but are more than happy to discuss any requirements you may have outside of this.
For more information, visit the webinar recording below:
We would be delighted to discuss your Sage 200 APIrequirements in more detail! Contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.
Items are receipted automatically when they come in – without you having to lift a finger. The software is also accessible from anywhere, letting you get out to customers while keeping your workflows going.
Choose the route that’s right for you
In Spindle Requisitions, you can alter the requisition approval route to suit you – including value and departments. You can also approve requisitions within emails, meaning you don’t have to switch between different platforms.
Accessible for Non-Sage Users
Requisitions are directly validated against Sage and converted to a Sage Purchase Order, so buying and receipting can both be done without a Sage user license.
Reduce fraudulent purchases
Fraudulent purchases drain your time – and your patience. Spindle Requisitions reduces them, meaning your business has more control over its expenditure.
Less errors, more efficiency
Don’t worry about losing requisitions or making errors – Spindle Requisitions captures every request electronically, giving you that extra peace of mind.
Create requisitions for any item, any time
You shouldn’t have to force your requisitions software to work for you – and with Spindle, you don’t have to. It has the flexibility to create requisitions for stock items, non-stock and free-stock items, meaning you can get your requisitions done faster, whatever item you’re faced with.
Improve stock visibility
Your stock moves fast. Spindle Requisitions helps you to keep track of it wherever it is, through increased receipt efficiency. When a customer shares procurement services, stock can be receipted into one location, helping stock management centrally.
Want to find out more about how Spindle Requisitions can help your business? Contact us via the form or call 01332 959 008
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
Apply a digital signature.
Incorporates full colour design with logo and corporate branding.
Relevant data extracted from your ERP.
256 bit document encryption.
Automatically change language files.
Terms & conditions automatically added.
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.
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.
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If you have any issues with the download please email [email protected].
PKF Smith Cooper Systems needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
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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
Spindle Report Scheduler provides automation of key and important reports by setting up a delivery schedule, ensuring the right information is supplied to the right people, at the right time. This replaces the need to rely on manual intervention by physically having to select and filter information in Sage to produce a report.
As a Sage 200 user, you could be familiar with using the reporting suite. Spindle Report Scheduler has been created as an in-built add-on module for Sage 200, taking both your standard and customised Sage Reports, automating their delivery. This saves time and ensures quick delivery of important business information.
Features
Automate the distribution of your key and important reports to any user with an email address in any format
Update data each time the report is distributed
Explore your data on your behalf and send reports onwards within your business.
Collect information from multiple data sources using the Sage Report Designer
Create and deliver smart business solutions direct to your inbox
Helps you to plan and make better informed decisions about your organisation
Report across your business and easily distribute reports to your management team
Schedule reports to run automatically from the report management panel
Recognises individual preferences which enable you to send reports to everyone in their preferred format
Access your optimised reports on your mobile and receive business intelligence wherever you are.
Access all historical information, analyse trends and see patterns from reports from within the Spindle Report Scheduler Spooler screen
Reports can be scheduled to run automatically, from the report management control panel. Simply tell Spindle Report Scheduler who you wish to send a report to and when.
Spindle Report Scheduler recognises individual preferences which enable you to send reports to everyone in their preferred format. As many of these reports are optimised for mobile devices, you can receive business intelligence wherever you are.
Spindle Report Scheduler enables access to all historical information, analyse trends and see patterns from reports from within the Spindle Report Scheduler Spooler screen, eliminating the need to store a hard copy of a report.
If you would like more information about this solution and how it can streamline your business processes then contact us on 01332 959008 or email [email protected].
Capture Scan/import purchase invoices, with or without a PO.
Recognise Recognises invoice data, including at line-item level, for invoices relating to a PO.
Verify Match against PO and/or GRN using an extensive set of rules.
Approve Invoice sent for approval, subject to rules and criteria.
Post Invoice data is posted into Sage 200.
Archive Invoice document archived against the created transaction in Sage 200.
Features
Intelligent document recognition Uses advanced OCR (optical character recognition) technology to automate the purchase invoice process.
Electronic approvals process Purchase invoices can be sent for approval based on configurable rules.
Cloud technology Benefit from automatic updates and upgrades.
Precise data extraction Automatically extracts all invoice data, such as supplier, invoice number and line items.
Extensive verification Matches up invoice data at line level against your purchase orders (2-way) or GRN’s (3-way).
Easy to set up and use Needs no prior training to recognise most purchase invoices.
Call us on 01332 959008 or email [email protected] to find out more about Draycir’s Purchase Invoice Recognition module and how it can benefit your business.
