Sicon Document Automation
Document automation and bulk processing
Ideal for companies with:
Logical filing of documents
Sage 200 Modules supported by DMS integration
The system requirements match those of Sage 200
Streamline your Accounts Payable with Sicon Document Automation
Sicon Document Automation streamlines the Accounts Payable process and reduces input errors
Sicon is a trusted PKF Smith Cooper Systems enhancement partner, developing innovative add-ons to make sure you get the most out of your Sage 200 system.
The Sicon Document Automation module offers users the ability to scan and retrieve documents while in Sage 200, with no additional document management software or indexing steps required. The document indexing information is stored within the Sage 200 SQL database for fast searching. The documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.
Key Software Features:
- When installed with Sage 200, no additional software required.
- Works with Twain compatible scanners or network copiers.
- Prompts or options are given at the appropriate point of data processing.
- Stores signed delivery notes (POD’s), stock item specification documents and many more.
Contact us today to find out how Sicon Document Automation can benefit your business!
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Sicon Document Automation overview
Why choose Sicon Document Automation
This module has multiple applications – ‘Documents’ and ‘Document Invoice Automation’ – supported by various features designed to exceed Sage 200 user expectations.
Document Invoice Automation integrates with the Sicon Approvals module providing Web Based document creation and approval (Approvals module is not included and must be purchased separately). Invoices are auto-processed to the purchase ledger and matched to purchase orders with little, if any, user interaction, once full automation is enabled per supplier.
- 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.
- 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.
Sicon Document Automation features
Documents application features
- 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).
- Sicon Documents integrates with Sicon Approvals to show documents added within Sage 200 on the documents that require approval in the Approvals system.
- HMRC integration
Document Invoice Automation application features
- 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 data 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.
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What our clients have to say...
Blue Diamond STL has partnered with [PKF] Smith Cooper for a number of years and has always received a top level of service and support. [PKF] Smith Cooper has provided a wealth of knowledge and understanding when supporting the wide range of Sage products and add-ons that we use. I would certainly recommend [PKF] Smith Cooper to any other business as a number one Sage partner.
Rod Paterson
IT Manager at Blue Diamond STL
[PKF] Smith Cooper was amazing at ensuring that we had as many consultations as we needed to ensure the package was right for our business and our workforce.
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Retail Operations Manager at Dicksons
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at Entrepreneurs Forum