Document Scanning & Electronic Archiving. for Sage 200

Transcription

1 Document Scanning & Electronic Archiving for Sage 200

2 Visit draycir.com/capture Why Spindle Document Capture? We understand that life is busy and your time is precious. Too precious for paperwork. So why not let our smart document capture software reduce your workload making sure all your important business information is always to hand. Designed to work seamlessly with Sage 200, Spindle Document Capture scans, imports and archives all your incoming documents, offering colleagues instant and secure access to documents.

3 Say goodbye to... Time consuming manual admin Risk of losing or misfiling important documents Cluttered office space Document duplication across departments Risk of information loss due to permanent damage, fire or flood Say hello to... Fast easy access to documents for any employee with permissions Seamless integration with Sage 200 It is simple and easy to use and has helped us save a significant amount of time. Now everywhere that I can see the transaction in Sage 200, I can instantly find the documentation. SNF (UK) Limited Quickly access important documents whilst working in Sage 200. Documents are captured and linked to a transaction so what you need is always to hand. Electronic document archiving Legal compliance with HMRC regarding the storage of electronic documents Flexible solution for your business needs Import capture documents already saved electronically Scan individual documents Archive captured files Batch scan print barcodes to prepare your documents for batch scanning

4 Flexible features Organised admin is the foundation of every business. It s essential to your success so it needs to be efficient. Spindle Document Capture helps make your working day easier giving you secure access to every document where and when you need it. Integrates with Sage 200 Working with Sage 200, you can capture a variety of incoming documents from a file, scan or from the pending tray including sales orders, purchase orders, supplier invoices, delivery notes, goods received notes, expenses, remittance advices, credit notes and many more. Batch scanning You can scan documents individually or in batches, including multi-page documents. Drag & drop You can conveniently import electronic documents by dragging attachments or messages from your inbox or another location into the capture screen in your accounting system or the Pending Tray. Mobile capture Ideal for capturing documents on the go, use the Spindle Document Capture mobile app to quickly capture documents or take photos of faulty or damaged goods. Documents and images can be uploaded to the Pending Tray using a Wi-Fi, 3G or 4G connection. Available for Apple devices. Download Spindle Document Capture from the App Store. Easy archiving with barcodes Instantly associate scanned documents to Sage 200 entries using barcodes. When entering your order in Sage 200, print off the barcode and place a barcode onto the relevant document. When it is captured by Spindle Document Capture, it will be automatically archived against the relevant entry in Sage 200. Hold documents for archiving in the Pending Tray This useful tool holds incoming documents ready for archiving. It allows staff that do not have access to the accounting system to scan and prepare documents for filing. Users without access to Sage 200 can capture and hold documents in the Pending Tray until the accounts department is ready to archive the documents. Capture any document type Any document type can be captured, archived and retrieved including photos, excel spreadsheets, s and many more. HM Revenue & Customs Compliance Spindle Document Capture helps you to comply with HM Revenue & Customs regulations regarding the storage of electronic invoices. You must ensure you adhere to the latest HM Revenue & Customs guidelines. Visit draycir.com/capture Secure access Limit access to sensitive documents through secure permissions to approved users only. Advanced search Find documents faster through advanced search functionality available to all employees with permissions. Within Sage 200: Quickly view documents directly within your accounting system - find all documents related to an entry. Outside Sage 200: Search and retrieve documents using Spindle Document Capture s Document Search tool. Seamless integration with Spindle Professional Spindle Professional is a companion solution to Spindle Document Capture. Both systems integrate to allow you to: Instantly archive all outgoing documents such as invoices, statements, despatch notes and so on. Associate outgoing documents to a Sage 200 entry, such as despatch notes. When the signed document is returned it can be automatically archived. Send invoices to clients and automatically attach archived documents, such as signed delivery notes. Compatible scanners Spindle Document Capture is compatible with the majority of scanners that are available on the market. For a complete list of suggested scanners, please refer to our website or speak to your IT Partner.

5 Flexibility for every department Management Easy and secure access to information. Access information instantly through simple to use software designed to improve business efficiency. Control document retrieval permission levels to improve information security. Restrict access to documents like expenses, contracts and other confidential business files. Accounts Why waste time archiving documents manually? Scan documents in batches, import documents sent to you by and find everything you need in one central location in a click. Sales Quickly find the information you need. Find the answers to your queries in real time using the Document Search tool, without needing to access Sage 200. Search via document number, transaction type, account name or number, date, project code and many more... Our documents have become far easier for all members of staff to find. We can also capture additional documents that we previously hadn t had a method of storing. Greentree Engineered Solutions Warehouse Want to process your paperwork faster? Spindle Document Capture will take care of your proof of delivery notes, picking lists and many more: - Scan documents in the Warehouse without needing access to Sage Capture documents and information on the go via a mobile device. - Scan documents in batches for quick processing. Visit draycir.com/capture Multi-site Why create multiple files when you can share them electronically? Capture and access documents quickly and securely at branch or head office level. This means there s no need to post or documents to other sites. Simply scan documents into the Pending Tray for your colleagues elsewhere to archive and retrieve later.

6 Working smarter At Draycir, efficiency and versatility go hand in hand. And our products reflect exactly that. We create specialist software to improve your business processes in simple-to-use steps. Our practical solutions help businesses work smarter by reducing costs, improving cash flow and streamlining operational efficiency. We are dedicated to creating products with high levels of usability, supported by excellent resources and on-going development. Document Delivery & Process Automation Advanced Credit Control Visit draycir.com

7 Our strategic partners Draycir Ltd 1-3 De Montfort Mews Leicester, LE1 7FW United Kingdom +44 (0) draycir.com Copyright Draycir Ltd. All rights reserved. Draycir, the Draycir logo, Spindle Professional, Spindle Document Capture, Credit Hound, Spindle Professional logo, Spindle Document Capture logo and Credit Hound logo are either trademarks or registered trademarks of Draycir Ltd. All other trademarks acknowledged.