Sicon Approvals Overview

Sicon Approvals is aimed at businesses wanting to devolve the responsibility of data entry to their end users, whilst using the approvals process to regulate the outcome.

Available to purchase on a modular basis, this solution provides the ability to process business documents including Requisitions, Invoices, Expenses, Timesheets, Holidays, Sales Orders and HR. This approach allows companies to implement the elements they need initially, with the ability to add additional modules as and when required.

In an era where there is an ever increasing demand for remote, flexible working, this web–based solution wraps around Sage 200 to provide the ease of access end users require, with the necessary tools businesses need to maintain control.

The available App (IOS and Android) provides scaled-down functionality to further extend usability, making Sicon Approvals functionality available ‘on the go’.

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Sicon Approvals is available to purchase as individual modules, meaning the solution can be tailored based upon business requirements.

Requisitions

Raise Purchase Requisitions with Purchase Orders automatically created into Sage 200 Purchase Order Processing once approved.

Invoices

Automatically picks up Sage 200 unauthorised invoices, along with document images from Sicon Documents.

Expenses

Enter personal and/or business expenses linked to preconfigured expense items with pre-defined nominal codes.  Once approved, a Purchase Invoice  is created against the relevant account within Sage 200 ready for payment.

Timesheets

Enter and approve timesheet information with options to link to work patterns, costs, charges and pay rates.  Integration with Sicon Projects provides optimum functionality, giving users the ability to record time against projects with that information immediately displayed as a commitment, moving to actual upon approval.

Holidays

Raise holiday requests based on annual entitlements, conflicting user checks, mandatory holidays/shutdowns and departmental rules.  When used alongside the Sicon Approvals Timesheets module, once approved a holiday entry will be automatically created.

Sales Orders

Raise Sales Orders and quotes, which can be sent via an approval route before posting automatically to Sage 200.

HR

A simple system for storage of key employee information and Company documents.

Key Features

  • Remote Access | Installed in the same environment as Sage 200 with the ability to access anywhere with an internet connection and appropriate browser (IT configuration dependent).
  • Secure Login | User login security restricts access to system functions with the added option to enable two-factor authentication.
  • Integration | Seamless integrates with Sage 200, where appropriate, reduces the need for duplicate data entry. Sicon Approvals also integrations with other Sicon solutions for added functionality.

Key Benefits

  • Scalable from 1 to over 3,500 users.
  • Runs across multiple Sage Companies with users given access only to the relevant Companies.
  • All authorisations are carried out in one system for multiple companies.
  • Full approval audit trail, available to view on every document type.
  • CSV Imports for users and approval routes.
  • Approval routes by nominal code, supplier, project, requesting user & value (options may differ across modules).
  • Integrated email notifications to push reminders to users and approvers.
  • Full access to System Admin tools provides complete autonomy to add new users, approval routes etc.
  • Multi-module platform provides a single system to users for a variety of business requirements, such as timesheets, holidays, expenses and HR.
  • Option to use Sage Nominal and/or Sicon Project budgets to provide visibility of what has been spent and what remains, based on live transactions.
  • Sicon Approvals can integrate with Sicon Documents to view and archive documents related to authorisation transactions.

Sicon Modules that Integrate with Sicon Approvals

Approvals – Requistions

  • Documents | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
  • Distribution – POP | Supplier catalogue available for selection against a free text line within a Requisition.
  • Distribution – Material Planning | Reccomendations from Material Planning can be created as Sicon Approvals Requisitions requiring approval before the Purchase Order is created.
  • Construction | Additional functionality is available for Construction industries where an Approvals module has been purchased. This covers valuation approvals, planned purchase conversion, creation of subcontractor purchase orders, creation of applications as well as the ability to view project information.
  • Projects | Project details can be selected on a line by line basis when creating a requisition, with the resulting PO cost appearing on the relevant project once approved.
  • Material & Resource Planning | Recomendations from Material Planning can be created as Sicon Approvals Requisitions requiring approval before the Purchase Order is created.
  • Approvals – Invoices| Invoices matched to Puchase Orders, resulting from Purchase Requisitions, will provide a full history and audit trail right back to the originating requisition and goods receipt.
  • Approvals – Expenses | Linking a requisition to an expense items provides you a pre-autorisation of the expenditure.

Approvals – Invoices

  • Documents | Documents attached in Sage can then be viewed against the resulting transaction in Sicon Approvals.
  • Document Automation | Purchase Invoices are processed via Document Automation and sent to Sicon Approvals for approval.
  • Projects | Project details can be selected on a line by line basis when creating a requisition with the resulting PO cost appearing on the relevant project once approved.
  • Approvals – Requistions | Invoices matched to Puchase Orders, resulting from Purchase Requisitions, will provide a full history and audit trail right back to the originating requisition and goods receipt.

Approvals – Expenses

  • Documents | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
  • Projects | Project details can be selected on a line by line basis when creating an expense claim, with the resulting purchase invoice cost appearing on the relevant project once approved.
  • Approvals – Requistions | Linking a requisition to an expense items provides you a pre-autorisation of the expenditure.

Approvals – Timesheets

  • Service | Single timesheet view, so that engineers time captured at case level and is visable via Timesheet approvals.
  • Projects | Project details can be selected on a line by line basis when creating a timesheet with the resulting labour transaction appearing on the relevant project as a committed cost, converting to an actual once approved.
  • Material & Resource Planning | If a user records holiday or sickness, this will affect employee availability when looking at overall availability within Capacity Planning.
  • Approvals – Holidays | Autorised holidays are automatically entered into users timesheets.
  • Approvals – HR | Autorised absences are automatically entered into users timesheets.

Approvals – Holidays

  • Projects | A default project can be set for an employees holiday with the resulting labour transaction appearing on that relevant project once approved.
  • Material & Resource Planning | Approved holidays will affect employee availability when looking at overall availability within Capacity Planning.
  • Approvals – Timesheets | Autorised holidays are automatically entered into users timesheets.
  • Approvals – HR | Holiday information is visible in the Employee Dashboard.

Approvals – Sales Orders

  • Documents | Documents attached via the Sicon Approvals can then be viewed against the resulting transaction in Sage.
  • Projects | Project details can be selected on a line by line basis when creating a sales order, with the resulting revenue appearing on the relevant project once approved.

Approvals – HR

  • Approvals – Holidays | Autorised holidays are automatically entered into users timesheets.
Sicon Approvals Dashboard Screen Approvals Install HUG Section 2.6 Image 3 Approvals - Requisition HUG Section 9.1 Image 2

Find out more….

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

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