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Draycir

Draycir Spindle Document Management, Purchase Invoice Recognition, Credit Hound and Self Serve

Pinnacle are pleased to offer Draycir's Spindle Document Management and Credit Hound applications for Sage Line 100/Sage MMS/Sage 200 users.

Spindle Document Management - Total control of your documents in Sage 200

Spindle Document Management is designed to work alongside your accounting or ERP system to provide a complete document management solution for your business.  

Distribute outgoing documents:

  • Send all your documents out, in batches or individually, via email or to print for sending by post.
  • Generate beautiful looking documents with your branding and include relevant information, instead of plain Sage templates.
  • Attach any related documents or a second page such as terms and conditions and add promotional messages to emails.
  • Use across your organisation to distribute any type of document;Finance, Human Resources, Operations and Marketing.
  • Keep your colleagues in the loop by sending a notification by email when a document has been sent.
  • Minimise risk of document fraud with password protected and/or digitally signed documents.
  • Make it easier for customers to pay instantly with a ‘Pay Now’ button added to invoices for secure online payments. 
  • Instantly archive all outgoing documents for viewing on the relevant Sage 200 entry.

Capture incoming documents:

  • Capture any type of file for viewing in Sage 200, including documents, photos, emails, spreadsheets and many more.
  • Batch scan documents using barcode technology, including multi-page documents.
  • Quickly drag-and-drop electronic files into the Capture screen or Pending Tray.
  • Add security permissions to limit access to sensitive documents.
  • Use a unique barcode to quickly associate documents for scanning to their relevant Sage 200 entry.
  • Store documents in PDF/A format to comply with HMRC regulations.
  • Enable non-Sage users to capture documents into the Pending Tray

 

Take a look at the Spindle Document Management brochure

Spindle Purchase Invoice Recognition

Inefficient and costly manual inputting of invoice data can become a thing of the past. Capturing invoice data into Sage 200cloud is an easy and reliable process using intelligent Purchase Invoice Recognition alongside Spindle Document Management.

How it works:

  • Capture: Scan or import purchase invoices with or without a PO
  • Recognise: Recognises invoice data, including at line item level, for invoices relating to a PO
  • Verify: Match against PO and/or GRN using and extensive set of rules
  • Approve: Invoice sent for approval, subject to rules and criteria
  • Post: Invoice data is posted into Sage 200cloud
  • Archive: Invoice document archived against created transaction in Sage 200cloud

Credit Hound - Advanced credit control

Credit Hound is advanced credit control software designed to help you work more proactively and reduce time-consuming admin whilst helping you to manage disputes, improve cash flow and get paid faster.

  •  Dashboard view – see at a glance who owes you money, how much is owed, who has promised cash and disputed payments. 
  • Pre-emptive reminders – sends automated reminders before payment is due to encourage prompt payment. 
  • Automated rules and actions – customise rules and set up actions to send letters, place accounts on stop, schedule call reminders and much more. 
  • Interactive aged debtor list – sort and filter accounts in real-time, so there’s no need to use Excel spreadsheets or print off lists for manual checking. 
  • Chase screen – have all the information you need on screen during calls and record notes. 
  • Calendar reminders – helps you to keep on top of your calls by automatically scheduling and updating call reminders. 
  • Reporting – analyse your credit control efforts and highlight debtor issues with a comprehensive range of reports. 
  • Consolidated chasing - allows you to chase and report on accounts at branch or head office level. 
  • Dispute management – tracks and records disputes so you can see what payments are delayed, why and how it is being handled. 
  • ERP integration – picks up where your accounting system stops, meaning no re-keying of data or manual admin. 
  • Quick return on investment - getting paid faster means more available cash for your business.

 

Take a look at the Credit Hound brochure 

 

 

 

Spindle Self Serve - Online Portal for Sage 200

Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial and accounting information.

Customers have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via telephone call or email. 

Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage. 

  • Clean & simple dashboard – customers have a complete overview of their account. 
  • Branded portal with your logo and colour schemes – assure your customers they are in the right place. 
  • Increase customer satisfaction - customers can access their online account at any time. 
  • Improve staff productivity - staff can access customer accounts without the need to access Sage 200. 
  • Fewer admin queries - reduced incoming phone calls and emails. 
  • Retrieve documents - integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more.

 Additional modules are available to optimise Spindle Self Serve to suit your business requirements.

 Promotion module

  • Use in-system promotional messages to promote special offers to customers.
     

View stock module

  • Customers can view stock levels and prices without the need to make a call.
  • Staff can check stock levels and prices without the need to use Sage.

 Order module

  • Customers can place orders online 24/7 at their convenience.
  • Allows customers to re-order previous order and make changes.

Take a look at the Spindle Self Serve brochure or register and trial the product.

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