Draycir Solutions for Sage 200 Professional
Get total control of your documents, access your account information 24/7 and increase your cash flow with our Sage 200 Professional integrations
Explore how Sage 200 Professional and Draycir can help you improve your cash flow, enable your customers to self-serve and control your document management processes.
Sage 200 Professional helps you manage your accounts and customers, as well as manufacturing, supply chain, business intelligence and more. Enhance your Sage 200 Professional offering with Spindle Document Management, Spindle Purchase Invoice Recognition, Credit Hound Professional, Credit Hound Cloud, Excel Data Bridge, PayThem, Spindle Self Serve, Spindle Report Scheduler, Spindle Requisitions and Proof of Delivery. Enabling you to reduce the time you spend on manual document processes, empower your customers with access to their account information 24/7 and run your credit control processes more efficiently.
Distribution and capture of outgoing and incoming documents
Spindle Document Management provides your business with the chance to transition to a paperless environment by consolidating a range of solutions into a complete end-to-end document management tool. This not only results in time savings and compliance assurance but also reduces the burden of manual administrative duties.
Key Benefits for Sage 200 Professional users
Intelligent Document Distribution
Effortlessly dispatch documents, define contact details, and store documents automatically. You can further include extra recipients and choose stationary styles to craft customised templates to suit your needs.
Batch print distribution
Print and organise documents across various printers while generating multi-part copies. Additionally, you can enable automatic page reordering for printed materials.
Quick document viewing
View your documents instantly within ERP, including Sales Ledger, Purchase Ledger, Nominal Ledger and Cash Book.
Batch email distribution
Send an unlimited number of documents and email them to any relevant stakeholders. Our system supports various email platforms, allowing you to personalise your email addresses and store draft emails for convenience.
Capture any document
Capture, archive and retrieve all file types, including photos, spreadsheets and emails.
Advanced document search
Empower your employees to access and retrieve documents independently from your ERP system. This includes searching for documents by document number, transaction type, date, reference number, and nominal code.
Automatically capture invoice data with Spindle Purchase Invoice Recognition
Manually entering invoice data uses up time and money, creating inefficiencies. You can reduce the time you spend keying in this data and with Spindle Purchase Invoice Recognition you can automatically capture invoice data into Sage 200 Professional.
Key Benefits for Sage 200 Professional users
Capture
Capture or upload purchase invoices, whether or not accompanied by a Purchase Order.
Recognise
Identifies invoice information, including line-item details, for any invoices associated with a Purchase Order.
Verify
Apply a comprehensive set of rules to compare and match against the Purchase Order and/or Goods Receipt Note (GRN).
Approve
Initiate the approval process for the invoice according to specified rules and criteria.
Post
Invoice data is then posted into Sage 200 Professional.
Archive
Archive the invoice document against the created transaction in Sage 200 Professional.
Get Paid Faster with Credit Hound Professional
Delayed payments, manual administrative tasks, and surpassing payment terms can result in cash flow challenges and ineffective credit control. Your time is valuable, and it’s essential to optimise the productivity of your credit control function. Credit Hound Professional, compatible with Sage 200 Professional and various accounting platforms, offers a solution to streamline your existing process, allowing you to allocate more time to business critical activities.
Key Benefits for Sage 200 Professional users
Track payments
The user-friendly dashboard of Credit Hound Professional offers a quick and convenient dashboard of promised funds, disputed invoices, and overdue payments.
Automate your admin
Streamline your workflow by automating certain manual administrative tasks, including call logging, reminder sending, diary task setting, and email scheduling.
Increase your cash flow
Effectively oversee and control overdue payments, eliminate debt, and establish a steady cash flow.
Save time
Save up to 20 hours per week by prioritising your tasks and setting up scheduled chase reminders.
Set reminders
Set payment reminders so you know who to call and when.
Seamless integration
Guarantee access to precise, up-to-the-minute data and effortlessly integrate with your Sage 200 Accounting software.
Get Paid Faster with Credit Hound Cloud
Late payments, manual admin and exceeded payment terms lead to poor cash flow and inefficient credit control. Your time is precious, you need to ensure your credit control function is productive. Credit Hound Cloud provides a quick and easy setup, offering the flexibility of anytime access. Additionally, new features are incorporated as they are released. Credit Hound Cloud, which works with Sage 200 Professional and many more accounting platforms, can help you streamline your current process and free up your time to focus on more business critical activities.
Key Benefits for Sage 200 Professional users
Track payments
Credit Hound Cloud’s user friendly dashboard provides you with an instant overview of money promised, disputed invoices and money overdue.
Automate your admin
Automate some of your manual admin tasks, such as logging calls, sending reminders, setting diary tasks and scheduling emails.
Increase your cash flow
Monitor and manage delayed payments, remove debt and create consistent cash flow.
Save time
Save up to 20 hours a week through prioritising tasks and scheduling chase reminders.
Set reminders
Set payment reminders so you know who to call and when.
Seamless integration
Ensure you have access to accurate, real-time data and link easily with your Sage 200 Account software.
Save money on card processing
PayThem is a click to pay solution, which links to both Credit Hound and Spindle Document Distribution to enable an instant payment link to be added to invoices, statements and many more documents.
Key Benefits for Sage 200 Professional users
Quick and Easy Payment Collection
Users have the option to pay using a debit or credit card with simple click of a button, via an easy to use payment portal, resulting in a quick and hassle-free payment process.
Increased Cash Flow
The quicker customers get paid, the better it is for their business. With our pay by link solution, they can increase their cash flow by receiving payments faster.
Increased Efficiency
Helps to automate the payment process, eliminating the need for manual work. This saves time and helps to work more efficiently.
Enhanced Security
We understand the importance of security when it comes to finances. Our secure pay by link solution means that your customer data is safe and secure.
Increased Customer Satisfaction
By providing your customers with a convenient and fast way to pay, you can improve customer satisfaction and build customer loyalty.
Input and modify data in Excel, and seamlessly transfer it to Sage.
Manually inputting data into Sage is not only time-consuming but also prone to errors due to incorrect entries and inconsistent formulas. To enhance your data transfer process between Microsoft Excel and Sage 200 Professional, consider implementing the Excel Data Bridge. This tool enables you to save time, receive instant validation feedback, explore data, and establish rules for maintaining consistency. By doing so, you can significantly minimise time wastage within your business operations and boost overall efficiency.
Key Benefits for Sage 200 Professional users
Instant validation
Instant validation is delivered immediately upon data loading, ensuring data accuracy.
Offline Access
You can work remotely offline, even without an internet connection, using the Excel Data Bridge. It allows you to access Sage 200 Professional’s details offline and, when you regain internet connectivity, seamlessly post your updates.
Focus on business
You can browse Sage data, including nominal codes, cost centres, and departments, directly within Excel. You can also establish and adhere to rules for consistency, ultimately enhancing task efficiency for your team, allowing them to spend more time on strategic business activities.
Familiar tools
Minimise the requirement for additional training by using Microsoft Excel, a tool you are already comfortable with in your daily work.
Re keying data
Input your data into Excel and seamlessly transfer it directly to Sage, eliminating the need for data re entry.
Set rules
Easily access Sage data within Excel, such as nominal codes or cost centres, and establish rules to maintain consistency.
Provide access to account information 24/7 with Spindle Self Serve
Customer service teams can spend a lot of time managing requests which involve resending invoices, providing account information and chasing outstanding payments. Spindle Self Serve provides your customers with access to their account information 24/7, reducing the number of inbound enquiries, leaving your customer service teams free to focus on the more critical and urgent customer issues.
Key Benefits for Sage 200 Professional users
Access anywhere, anytime
Give your customers access to their account details anytime, anywhere. View previous and current orders, invoices and credit history.
Improve productivity
Reduce the time your team spends answering customer queries and enable your staff to view customer details without the need to access Sage 200 Professional.
Tailored promotions
Create dedicated sales promotions to targeted groups of customers. Change the message as required or only make it visible to certain users.
Increase customer satisfaction
Provide secure 24/7 secure online access for customers, enabling them to access account information outside of working hours with no time wasted waiting for responses.
Online ordering
Enable your customers to order online anytime, anywhere.
Stock view
Customers and staff can check stock levels and prices before placing an order (available as additional modules).
Move away from paper based delivery records, automate your delivery process
Managing your deliveries and keeping your customers informed about the status and expected delivery times of their orders is crucial for any delivery company. If you currently rely on paper-based methods to track your deliveries and operate your own fleet of vehicles, Spindle Proof of Delivery can streamline these processes for your convenience.
Key Benefits for Sage 200 Professional users
Efficiency of operations
Proof of Delivery simplifies delivery services for businesses with their own fleets or service staff who require signatures, enhancing the efficiency of your operations.
Where are my deliveries
Real-time tracking for scheduled deliveries and alerts for unsuccessful deliveries help in effectively managing customer expectations.
My documents
Minimise the potential for lost or misplaced documents by storing everything digitally, allowing for quick and effortless retrieval of related documentation.
Job management
Document any problems and promptly notify your staff, enhancing your overall job management procedures
Accessible anywhere, any time
The Android app is accessible to drivers, allowing them to access their delivery details anytime and from anywhere
Live control of delivery fleet
Quickly respond to customer requests and improve customer service with live control of the delivery fleet
Automate your key reports with a delivery schedule using Spindle Report Scheduler
Does your business demand frequent financial reports, whether on a weekly, bi-weekly, or even hourly basis? Spindle Report Scheduler can provide valuable assistance. This tool automates the management of your critical reports, minimising the likelihood of errors and guaranteeing timely delivery of the accurate information to the appropriate recipients, ultimately saving time and allowing you to save time and ensure quick delivery of key business information.
Key Benefits for Sage 200 Professional users
Automatic Reporting
Use Sage Report Designer to construct and transmit reports sourced from multiple data outlets, guaranteeing the precise delivery of relevant information when needed.
Customisable
Tailor reports to align with your unique business needs, allowing you to distribute reports to everyone in their preferred format.
Strategic business decisions
Effortlessly distribute reports to your leadership team, allowing them to make informed decisions based on real-time, precise data.
Automatic Delivery
Set up automated report scheduling via the report management control panel. Spindle Report Scheduler takes into account individual preferences, enabling you to dispatch reports to everyone in preferred formats that can be accessed from any location, with many reports optimised for mobile devices.
Trends and analysis
Retrieve historical data for trend analysis and pattern recognition directly from the Spindle Report Scheduler Spooler screen.
Streamline the workflow of requisitions
Working in Operational Procurement you may face challenges due to the absence of automation and partially digitised processes. Gaining visibility into incoming purchase spending. Spindle Requisitions mitigates these issues by streamlining the requisition process, reducing the time and effort traditionally required. It facilitates efficiency by sending email notifications and reminders to users and authorisers, optimising the requisition workflow.
Key Benefits for Sage 200 Professional users
Receipt items
Save time and cut administrative costs by promptly receipting items upon arrival. Access this functionality anywhere, anytime, leading to improved stock visibility and receipting efficiency.
Reduce fraudulent purchases
Gain more control of your expenditure by reducing fraudulent and inaccurate purchases
Approval routes
Create multiple approval route options, including value and budgets, and approve them within the email
Electronic requisition capture
Reduce errors and loss of requisitions by capturing requisition requests electronically
Accessible for everyone
Provide all users with access to directly validate requisitions against Sage and convert to a Sage Purchase Order, allowing both buying and receipting without having a Sage user licence
Don’t just take our word for it
Why Draycir?
A customer-focused approach
We put our customers at the centre of every decision we make.
Market leading development
We use all the latest development technologies and testing techniques to ensure we are leading the way in development for delivering cutting edge solutions for our partners and customers.
People love working with us
We pride ourselves on our friendly approach, why not give us a call and see for yourself?
See how our products can help you
Let us show you why 14,000+ users worldwide rely on Draycir to streamline their ERPs or send us a message to find out more
Request a Demo Free demo • No obligation