Documents

Sicon Documents is designed to enhance your document management processes by cutting back on paperwork, improving the efficiency of your business and allowing you greater access to your documents. Attach documents, emails, orders and transactions within Sage 200, either by using a desktop scanner, browsing from a network location or via ‘drag & drop’ from an email.

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.

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.

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Sicon Documents provides fully integrated document management functionality for your Sage 200 system with three options:

Archive

  • Archive documents, emails and scan paper documents into Sage 200 as you work with fully embedded functionality making a seamless solution for your users.
  • Attach documents & emails to Sage 200 Accounts, stock items, orders and transactions either by ‘drag & drop’ from emails, browsing for a file or a a desktop scanner for paper.
  • View your documents directly within Sage 200 as you need them directly from customer and supplier Accounts, Sales and Purchase Orders and Sage transaction enquiry screens with no need to carry out any searching.

Distribute

  • Sicon Documents includes Document Distribution functionality as standard and individual users licences can be purchased as Scan & View User Licences or a View Only User Licences, depending on the needs of your business.
  • Automatically email documents such sales order acknowledgements, purchase orders, invoices, statements & credit control letters with dynamic attachments, layouts, terms and conditions and custom email content.
  • Distributed documents are automatically archived during the distribution process and available to view against each transaction.

Automate

  • 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.

Find out more about Sicon Document Automation for Sage 200

NB: Users will need to purchase document bundles for use with Sicon Document Automation; please refer to the Sicon Price List for more information, (at least x1 Sicon Documents Scan & View Licence is required).

Example documents stored with Sage 200 Documents

  • Supplier invoices, goods received notes, credit notes & requisitions.
  • Customer purchase orders, picking list, packing sheet, work/time sheets.
  • Airway bill, letter of credit, export license, supplier quote.
  • Credit application forms, customer & supplier correspondence.
  • Signed delivery notes (POD’s).
  • Stock item specification documents.
  • Bank statements & correspondence.

System Requirements

  • As a Sage 200 module the system requirements match those of Sage 200.
  • Typical document size 30k-70k bytes (4 drawer filing cabinet = approx 1 gig storage).
  • Works with Twain compatible scanner & network scanners and copiers.

Key Features

Fully Integrated with Sage 200 | Sicon Documents is written within the Sage 200 development environment working seamlessly with standard Sage features

Document Distribution | Email and archive important documents such as Purchase Orders, Sales Invoices etc. using pre-defined templates. Business documents can be emailed directly from Sage 200 with custom backgrounds and the ability to attach Terms & Conditions

Easy to Use | Drag and drop attachments directly onto the Sicon Add Docs button for ease of filing.

Key Benefits

  • Sicon Documents is installed and maintained as part of Sage 200, meaning users do not have to learn any new software applications.
  • Works with Twain compatible scanners for direct scan
  • Document indexing information is stored within the Sage 200 SQL database for fast and efficient searching.
  • Prompts or options are given at the appropriate point of data processing.
  • Documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.
  • Sicon Documents integrates with Sicon Approvals to show documents added within Sage 200 on the elements that require approval in the Sicon Approvals system.

Sicon Modules that Integrate with Documents

  • 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.

Sicon Modules that Integrate with Sicon Document Automation

  • Approvals | Invoice Approval Purchase Invoices are processed via Document Automation and sent to Sicon Approvals for approval.
  • 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.
Find out more about Sicon Documents
  • 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.

 Sage 200 Modules with Sicon Documents Integration

Sales, Purchase, Nominal, Cash Book, SOP, POP, Stock, Project Accounting, Fixed Assets.

Example documents stored with Sage 200 Documents

    • Supplier invoices, goods received notes, credit notes & requisitions
    • Customer purchase orders, picking list, packing sheet, work/time sheets
    • Airway bill, letter of credit, export license, supplier quote
    • Credit application forms, customer & supplier correspondence
    • Signed delivery notes (POD’s)
    • Stock item specification documents
    • Bank statements & correspondence
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Important Information: Please ensure you adhere to the HM Revenue & Customs guidelines when using this product; for more information, please refer to the Sicon Documents Help & User Guide.

Find out more….

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

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