Spindle Self Serve

Benefits

Clean & simple dashboard.
Customers have a complete overview of their account.

Branded portal with your logo and colour schemes.
Assure your customers they are in the right place.

Increase customer satisfaction.
Customers can access their online account at any time.

Improve staff productivity.
Staff can access customer accounts without the need to access Sage 200. Documents are linked automatically.

Reduced admin queries.
Reduced incoming phone calls and emails.

Retrieve documents.
Integrates with Spindle Document Management to view
PDF documents of invoices, statements, credit notes and much more

Additional Modules

Additional modules are available to optimise Spindle Self Serve to suit your business requirements.

  • Promotion module
    • Use in-system promotional messages to promote special offers to customers.
  • View stock module
    • Customers can view stock levels and prices without the need to make a call.
    • Staff can check stock levels and prices without the need to use Sage.
  • Order module
    • Customers can place online orders at their convenience.

If you would like to arrange an onsite demonstration of how Spindle Self Serve 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

Panintelligence BI for Sage 200

Business Intelligence for Sage

Panintelligence transforms reporting within Sage 200 Financials, Commercials, Manufacturing and CRM, leaving you and your staff armed with all your information in one place.

The dashboard is a browser-based internet application that allows users to quickly access real-time data and present it in a customisable and visually appealing dashboard.

Not only does the dashboard provide a simple, intuitive user interface, but it also requires little or no training for end-users, and is quick and easy to install.

Typically, when using Excel, the data you use is already out of date by the time you have been able to accurately report on it. But, as Panintelligence plugs straight into Sage 200, it means that all the data shown in the dashboard is live and always up to date.


Great features of Panintelligence for Sage 200

  • Drilldown on charts and graphs to the underlying data
  • Show data from Sage 200 and other sources side by side
  • Easy to install, with no additional hardware required
  • Connect to data with a simple and secure API
  • Comes preconfigured with a data connection to Sage 200 and a library of charts
  • Control what users can see and do with access rights and privileges
  • Set KPI alerts to monitor key targets
  • Create and edit charts with no technical skills required
  • Access the dashboard on tablet and mobile
  • Allows users to access real time Sage 200 data without needing a Sage license

If you need any support with your Sage200 system or any further information on any of the videos posted, then do not hesitate to contact us on 01332 959008 or email [email protected]

Credit Hound

Reduce bad debts

  • By monitoring and keeping in contact with your customers, you’ll be aware of potential issues and can hold a tighter rein on the credit you offer.

Improve cash flow 

  • Cash flow is crucial and when credit control is poor, even profitable businesses go under. Credit Hound improves credit control procedures, helping reduce bad debts more quickly, saving time and improving your business bank balance. With the familiar look and feel of Microsoft Outlook, Credit Hound’s built-in calendar reminds you who needs to be called, when and why.

Save time

  • Credit Hound’s unique, automated features allow you to chase 60 or more customers in the time it would take chasing six by traditional manual methods. Simple and convenient with easy-to-use, dashboard reporting tools, it links with accounts software so you don’t need to duplicate transaction details and once an invoice is paid, events are automatically completed.

Features

Automated rules and actions
Automate many of your daily repetitive tasks. Let Credit Hound do the hard work – it can automatically send reminder letters, place overdue accounts on stop and add new To-Do items to chase late payments.

ERP integration
Links to your accounts system to ensure all information is accurate and up-to-date.

Reporting
Comprehensive list of reports that can be customised to suit the needs of your organisation.

Payment reminders
Starting from when a payment is due to when payment is made, reminders are automatically sent, altering the tone and frequency as required.

Faster payments
Enable your customers to make secure online payments directly via their chosen payment provider, Worldpay or Sage Pay UK. The Pay Now button can automatically be added to your chasing letters, emails, invoices, pro-forma invoices and statements.

Dispute Management
Payment tracking features provide an overview of disputed payments to avoid payment delays.

Chase screen
Displays all the information you need on one screen so you have everything to hand to chase late invoice payment.

To-Do List
Keep on top of your chase calls. The To-Do list tells you who to call, when and why. It’s easy task management for credit control – you’ll wonder how you ever managed without it!

Interactive Accounts & Aged Debtor lists
Still manually checking spreadsheets? View accounts in real-time, sort and filter against various field types, including custom data fields from your accounting system or from other SQL databases.


Life of a credit controller before and after credit control.


Credit Hound Dashboard provides you with an instant overview of your credit management situation.

  1. Who Has My Money
    displays overdue payments broken down by not yet due, overdue and disputed invoices
  2. Where Is My Money
    clearly shows the total amount owed
  3. My To-Do Items
    task management for credit control
  4. My Disputes
    dispute log of who, how much and why
  5. Promised Cash
    highlighting the customers who’ve promised to pay and by when

If you like further information please call us on 01332 959008 or email [email protected]

Sage 200 Intercompany Postings

Features Explained

Here is a brief explanation of Sicon Intercompany’s features, if you would like to know more about these features then please contact us!

Nominal Journals
Post a nominal journal directly from any Sage 200 company to any other Sage 200 company. Intercompany postings automatically controlled by pre-configured control accounts within each company.

Stock transfers
Sicon Intercompany allows transfers of stock between companies on demand and creates all associated intercompany nominal postings.

Foreign Exchange
Sicon Intercompany takes into consideration the base currency of the company and the currency of any bank account being used. The module will then convert between these two currencies automatically using the existing Sage exchange rates.

Nominal Journal Templates
For regular, large or complicated sets of intercompany nominal transactions, these can now be pre-configured with a set of accounts, with or without pre-configured values or percentages. This saves greatly on processing time. Once a template is chosen, it can be amended before being submitted.

Create a purchase invoice from a sales invoice or create a sales invoice from a purchase invoice
When putting on a sales invoice to a customer flagged as an intercompany customer, a purchase invoice will be created in the corresponding intercompany.  When putting on a purchase invoice to a supplier flagged as an intercompany supplier, a sales invoice will be created in the corresponding intercompany.

Runs with Multiple Sage Companies
Unlimited Sage companies are supported at no additional cost.

Sage 200 menu structure included
Default menu items provided for custom menu design.

Purchase Invoices
Process purchase invoices to the purchase ledger and then split these to other Sage 200 companies via intercompany journals or automatically create sales and purchase invoices.

Cash Postings
Process cash into a Sage cash book and re-allocate to other Sage companies with intercompany and cashbook postings.

Nominal Tax Exclusions
Nominal codes can be marked as exclude tax and any intercompany transaction (Purchase Ledger, Sales Ledger or nominal) will be set as exempt. This can be used for things such as insurance commissions etc.

Create POP from SOP or SOP from POP
When putting on a SOP to a customer flagged as an intercompany customer, a POP will be created in the corresponding intercompany.  When putting on a POP to a supplier flagged as an intercompany supplier, a SOP will be created in the corresponding intercompany.


We would be delighted to discuss your requirements in more detail so contact us now below or directly on 01332 959008 or [email protected] to tell us more about your project.