Document Automation

Sicon Document Automation utilises the very latest Azure Cognitive Technology (OCR) to read and extract relevant document content. Once installed and configured, simply emailing Supplier Invoices to a unique address starts the automation process (Drag & Drop functionality is also available), with everything thereafter handled directly inside of Sage 200.

Sicon Document Automation builds on top of core Sicon Documents.  Available as a separate module, once purchased any existing Sicon Documents Scan & View user is able to utilise the modules functionality.

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To ensure continuous improvements in the accuracy of invoice recognition, functionality is available to allow users to train the system, increasing the quality of content read. This highly adaptable solution further streamlines the accounts payable process through a number of selectable options, such as 3-way matching of invoices to purchase orders. Once processed, Sicon Document Automation works seamlessly with Sicon Invoice Approvals for multilevel online approval of invoices and credit notes.

Functionality is further enhanced to include the automation of customer Purchase Orders to Sales Orders creation. This includes powerful line level extraction, which is also available for Purchase Invoices and Credit Note recognition. All of these features, and much more, provide an ideal solution for companies wanting to streamline their business processes, whilst maintaining control over costs.

  • Sicon Document Automation can be purchased to extend the functionality of Sicon Documents to enable businesses to receive invoices electronically that have been scanned and had the relevant fields extracted automatically to enable quicker posting and reduce input errors.
  • Advanced Microsoft Azure AI technology powers our latest OCR solution for the automation of Invoices, Purchase Orders and Remittances into Sage 200.
  • Process documents directly from your email folder or via a centralised and monitored mailbox in MS Exchange 365.
  • Match invoices to Purchase Orders and Purchase Order Lines, Goods Received Confirmations and Sicon Projects.
  • Handle variances with settings or integrate with Sicon Approvals (available at an additional cost) providing an option to send invoices with variances for approval in our web-based Approvals solution.
  • Process customer purchase order documents to create sales orders into the Sage 200 Sales Order Processing module.
  • Use trained layout, match supplier stock codes to your stock codes and manage units of measure relationships.
  • Customer Remittances can be processed to carry out automatic allocation of invoices and related receipts on their ledger, significantly reducing finance staff time manually carrying out this process.

*In order for a user to process documents, a Sicon Documents Scan & View user licence is required per user.

**Sicon Approvals is available as an additional module providing Web-based document creation and approval.  Sicon Projects is available as an additional module to allow the training and reading of project information direct from the document.

Key Features

Azure Cognitive Technology (OCR) | Sicon Document Automation is written within the Sage 200 development environment using advanced image recognition technology to read and extract data, allowing documents to be automatically processed.

Bulk Processing | Email and/or Drag & Drop PDF invoices and customer Purchase Orders. Once validated these can be bulk processed providing large time savings, whilst ensuring the user maintains control. Documents requiring manual intervention can still be processed through the same area, further providing user control.

Data Ownership | By using the customers own Exchange Online account, they retain data security by not having emails sent to a third party.

Key Benefits

  • Processing and validation of documents is carried out within Sage 200, meaning there is nothing else to install, no extra software to learn or use and no extra user licenses are required for Sage 200.*
  • Document Bundle prices are per document and not per page, based on fair usage of 1-5 pages per document.
  • Auto-processing of invoices to the Purchase Ledger and matching to Purchase Orders with little to no user interaction.
  • Make use of Sicon Approvals** for approval of variances in Purchase Invoices and Orders. This provides the ability to have advanced approval processing.
  • 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.
  • Advanced training options for Purchase Order to Sales Order creation enables the system to read and store customer part numbers against the correct stock record, delivery codes and tax rates.
  • Seamlessly works alongside Sicon Projects** to allow the training and reading of project information direct from the document.

 

Sicon Modules that Integrate with Document Automation

  • Approvals | Invoice Approval Purchase Invoices are processed via Document Automation and sent to Sicon Approvals for approval.
  • CIS | Allows for the invoice to be read and recognised whilst prompting the user to manually process to calculate the CIS deductions.
  • Projects | Reading the project number on a document to be able to verify the transaction to the project.
  • Documents – The Document Automation module is available at an additional cost and can be used to enable the ability for suppliers to email their invoices directly into your business. Those invoices can then processed in Sage 200 with minimum effort.

Sicon Modules with Sicon Documents Integration

  • Contracts | Documents can be added against contracts and contract lines.
  • Document Distribution | Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible, while automatically archiving them at the same time.
  • Document Automation | The Document Automation module is available at an additional cost and can be used to enable the ability for suppliers to email their invoices directly into your business. Those invoices can then processed in Sage 200 with minimum effort.
  • Sicon CRM | Documents can be added to Company, Person, Task, Opportunity or Tender records.
  • Sicon Fixed Assets | Documents can be added against a fixed asset, either when initially adding or when amending an asset.
    Intercompany Allows users to attach documents to transactions, meaning any resulting Intercompany Transactions will also have that attached image on them.
  • Barcoding & Warehousing | Enabling users to capture documentation on the handheld device to be stored and visible inside of Sage at transactional level.
    Construction  Documents can be added on both supplier and customer applications, valuations and retentions and also Construction Purchase Orders
  • Projects | Documents can be added against a project once it has been initially created and viewed against a project by using the option to view the Project Enquiry and then the Sicon Documents tab.
  • Service | Documents can be added against a service case; either when viewing or amending, or against equipment.
  • Works Order Processing | Documents can be added or viewed when amending a works order.
  • Sicon Approvals | Documents integrates with Sicon Approvals to show documents added within Sage 200 on the elements that require approval in the Sicon Approvals system.
    • Approvals – Purchase Requistions | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
    • Approvals – Invoice Approval | Documents attached in Sage can then be viewed against the resulting transaction in Sicon Approvals.
    • Approvals – Expenses | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
    • Approvals – Sales Orders | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.

Sicon Modules that Integrate with Sicon Document Distribution

  • Contracts  | Allows you to produce tailored Renewal Notices using Document Distribution functionality.
  • Documents | Document Distribution can be used to make the emailing of documents to customers or suppliers as efficient as possible, while automatically archiving them at the same time.
  • Barcoding & Warehousing | Automatically emailing Despatch Note when despatching Sales Orders, with options for tailored header and T&C’s.
  • Courier Integration | Allows for the automatic emailing of the tracking and consignment numbers from Courier Integration as well as a PDF copy of the despatch note.

Find out more about Sicon Documents

Find out more….

To find out more about Sicon Document Automation, please contact your Sage Business Partner or contact Sicon direct on 01284 722850.

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