Distribute outgoing documents - Send documents in batches, or individually, via email or to print for sending by post.
- Batch deliver invoices, statements and many other types of business documents.
- Generate beautiful documents including branding and other relevant information.
- Attached related documents (such as invoices with statements) or a second page (such as terms and conditions or promotions)
- Keep colleagues in the loop by sending notifications when a document has been sent.
- Minimise risk of document fraud with password protection/digital signatures.
- Make it easier for customers to pay you with a ‘Pay Now’ button added to invoices, pro forma invoices and statements.
- Instantly archives outgoing documents into Sage 200 for easy access.
Capture incoming documents - Scan and import documents straight into Sage 200.
- Capture any type of document for viewing in Sage 200.
- 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 with their Sage 200 entry.
- Store documents in PDF/A format to comply with HM Revenue & Customs regulations.
- Enable non- Sage 200 users to capture documents into the Pending Tray.
View documents in Sage 200 - Documents are linked to accounts/transactions in Sage 200.
Securely access documents throughout Sage 200:
- Sales Ledger
- Purchase Ledger
- Nominal Ledger
- Cash Book
- Stock Control
- Sales Order Professing
- Purchase Order Processing
Users without Sage 200 access can use the Document Search tool to retrieve documents.
Capture documents on the go - Capture documents with your mobile device. Available for iOS and Android devices.
The Spindle Document Capture app helps to manage documents when out and about, and could be used to:
- Send sales orders, signed delivery notes, expenses and other documents back to the office.
- Record evidence of faulty/damaged goods.
- Use as an alternative to a traditional scanner when working from home or away from the office.