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Sage 200 Invu Integration

Sage 200 Invu Integration





Invu integration for Sage 200 allows user to scan & retrieve documents while they work.


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.


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


Contact
Maple Systems to discuss the benefits of Invu Document Management integration further