Purchase Invoice Recognition for Sage 200

Spindle Purchase Invoice Recognition for Sage 200

As a Sage 200 user, the invoice approvals process doesn’t have to be complex, costly, or time-consuming.

Typically and most commonly, those without an automated system may still be printing out a purchase invoice and leaving it on the desk of someone who is rarely in the office; a common delay in today’s hybrid working environment.

With an ‘approvals’ tool such as Spindle Purchase Invoice Recognition, there is no need, as this gets done automatically.

• Easy to use, cloud-based technology

• Automatically extracts all invoice data such as supplier, invoice number, and line items

• Match at line level against Purchase Orders (2-way) or Goods Received Notes (3-way)

• Purchase Invoices can be sent for approval based on configurable rules

Approvals for Spindle Purchase Invoice Recognition enables users to set approval rules so that you can be in control of what is being approved and who should be approving it. 

Once the Purchase Invoice has been approved, the transaction will be created in Sage 200, and archived into Spindle Document Management allowing you to view the document back from within Sage 200. User permissions within Spindle Document Management allow you to control who can see the documents, keeping your documents secure.

The secure Approvals mobile app allows access to approve purchase invoices in seconds from any location. As this is part of Spindle Purchase Invoice Recognition, it all works seamlessly.

Similarly, there is a real synergy between all aspects of Spindle Document Management, with many areas complementing the next; a major reason why customers continue to add further Spindle Document Management modules to their product portfolio.

Got a question?

Please do not hesitate to contact marketing team should you have any questions regarding the above information.