Sicon Document Automation

This module has multiple applications – ‘Documents’ and ‘Document Invoice Automation’ – supported by various features designed to exceed Sage 200 user expectations.

Sicon Documents will evolve your document management processes by cutting back on paperwork, improving the efficiency of your business, and allowing you to have greater access to your documents. It can be used if you would like to have your suppliers email you their invoices so that they can be scanned and processed into Sage with minimum effort.

Explore each application feature

‘Documents’

• Installed and maintained within Sage 200.
• Licensed users can scan and attach documents or just view documents.
• Available within all Sage Companies at no extra cost.
• Documents can be scanned or attached within the standard Sage 200 screens with no additional document management software required.
• Drag email attachments only into Sicon Documents.
• Retrieve documents directly from Sage 200 accounts, orders and transactions.
• Save time and space (estimated at more than 20% of administrative time).
• Documents can be viewed outside of Sage via a browser/tablet interface (requires a license).
• Works with Twain compatible scanners or network copiers.
• Sicon Documents integrates with the Sicon Approvals system to show documents added within Sage 200 on the documents that require approval in the Approvals system.
• HMRC integration

‘Document Invoice Automation’

• Sign up from within Sage 200 by using the Sicon Documents module Settings screen and start using the module in minutes. (NB: this requires Sicon Documents to be installed and licensed with at least one scan and view user)
• Prices are per invoice document and not per page, based on fair usage of 1-5 pages per document.
• The download of processed documents and validation is carried out within Sage 200, so there is nothing else to install, no extra software to learn or use and no extra user licenses are required for Sage 200.
• Validating the extracted Invoice document data within Sage 200 maintains accuracy with supplier, nominal, cost centre, department and job information, and saves the synchronisation of date to any external system.
• Document read accuracy can be improved by using the ‘Training Mode’ included in the preview screen. Simply tell the system where the correct information fields are on the document for dates, order numbers, invoice numbers etc and the next document processed for that supplier will use these new details to extract the data correctly.
• Specify at a module or supplier level if a Purchase Order would be expected to match to an invoice, if goods received notes should be confirmed before matching an invoice or if invoices can be processed with no Purchase Order because they are a utility supplier or someone not requiring an order.
• Make use of Sicon Approvals* for approval of variances in invoices and orders. This provides the ability to have advanced approval processing.

If you would like more information on Sicon Document Automation then send us an email at [email protected] or call us on 01332 959 008.