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Sage 50 Invu integrationSage 50 Invu integration
Scan, Archive & Retrieve documents while you work in Sage
Invu is hidden from users in Sage 50*
the integration allows the user to link documents to transactions in Sage
a single new screen in Sage allows documents to be scanned and retrieved
Easy to install and use
Users do not have to learn any new software applications
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
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 50* 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 - - Stock item specification documents (version control options) - Bank statements & correspondence - Custom document types can be added
Maintained within Sage 50*
only Sage and Invu need to be installed
no additional packages are required
Useful information
typical scanned document size 30k-40k bytes
a 4 draw filing cabinet would equate to approx 1 Gig of storage space
requires MS SQL Server (express addition is suitable)
uses MS IIS included with all MS windows servers
Uses active directory for logon and document security
Non server based sites require a manual installation and setup
Invu document management system is required
an Invu system must be installed in order to use this integration
* Only available for Sage 50 Accounts 2008 Professional, 2009 Integration is due for release shortly, watch this space !