ScanningInvu: Sage 200 Integration
Invu integration for Sage 200 allows user to scan & retrieve documents while they work. Documents are securely archived into the revenue approved Invu document management system and originals can be destroyed!
View Sage 200 Invu integration now!
- Invu is hidden from users in Sage 200 - seamless integration prompts the user to place document in the scanner - new buttons allow documents to be retrieved from Sage screens
- Easy to install and use - Users do not have to learn any new software applications - prompts or options are given at the appropriate point of data processing
- Destroy your original documents - Invu is revenue approved and documents can be destroyed when scanned
- Runs with Multiple Sage Companies - with option to keep all document in one single document storage system
- Search document content - invu runs an ‘Optical Character Recognition’ (OCR) process on all documents - you can text search the content of all scanned paper documents
- Logical filing of documents - documents are scanned and retrieved from the relevant Sage modules - e.g.. Customer purchase orders are linked to the Sales Order
- Authorisation workflows - invu provides a workflow facility for authorisation of documents - integration with Sage means queried invoices can be cleared for payment
- Save Time and Space - no time is spent filing or looking for documents - with office space at a premium considerable savings may be possible.
- Integration with Spindle from Draycir - this means all outgoing documents from spindle can be archived into Invu
- Typical documents stored with the Sage 200 integration for Invu - 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) (auto scanning options for volume) - Stock item specification documents (version control options) - Bank statements & correspondence - Custom document types can be added
- Maintained within Sage 200 - only Sage and Invu need to be installed - no additional packages are required
- Uses the same platform as Sage 200 - uses MS SQL Server - uses MS IIS - Uses active directory for logon and document security
- Useful information - typical scanned document size 30k-40k bytes - a 4 draw filing cabinet would equate to approx 1 Gig of storage space
- Invu document management system is required - an Invu system must be installed in order to use this integration