Tag Archive: Draycir

Let’s get Talking Sage 200 again!

It’s been a while! Lots to start posting about. We have had Sage 200c and there are lots of updates for add ons with changes to Credit Hound, the new Spindle Self Service Portal, Sicon Barcoding and Warehousing to name a few.

It’s busy, busy, busy at Smith Cooper System Partners but I am going to do my best to start posting again.

How are people getting on with Sage 200c?

My personal experience to date has been great and I love the installation as it is much quicker. The Send To Excel feature is a great addition too, saving the reformatting requirements of Export as CSV or Excel.

The new versions of Spindle Professional have been released and are now available to download.

Spindle Professional 5.87 includes
support for Sage 200 2013 R2 On Premise and Online.

The most important part of any business is getting paid. It’s important for any business to make sales, however this is all a waste of time if it does not then collect payment. Having good Credit Control functionality that allows you to collect more debts, more quickly, will vastly improve cashflow.

Sage 200 has its own basic functions to help with Credit Control: Debtors Reports, Statements, Letters and the Credit Control workspace (which is often missed). For a lot of companies these functions are too basic and time-consuming.

Credit Hound, by Draycir, is a Sage 200 add-on that makes debt chasing easier, faster, and therefore more efficient.

It has a separate user interface from Sage 200, but links directly to it, synchronizing your Debtors information.

Dashboards give Credit controllers better debtor visibility, with graphical views of ‘who owes the most money over the longest period’, visibility of ‘who they are scheduled to chase’ as well as ‘who has paid recently’ or ‘promised to pay’.

There is an interactive Debtors Listing, easily filtered as required.

Chasing can be automated, or manual. The chase screen is easy to use with visibility of contacts, transactions etc. There is an area to enter notes. You can also create prompts which will allow the chaser to ask the correct questions based on the Debtors answers or excuses.

i.e. Prompt: Your Invoice X for £Y is outstanding, when will you be sending payment?

Debtor Answers: We did a payment run this morning, I am waiting for the cheque to be signed.

Prompt: What is the Cheque number and Value?

Debtor Answers: 000001111, £Y

Prompt: When will the cheque be posted?

You can flag transactions when a commitment to payment has been made, or if a dispute has been made. Then as part of completing a chase, internal/external letters can be created and sent as required.

e.g. Send a letter to the customer about the agreed expected payment.


Send a Dispute report to the required internal contact, to advise them payment is being withheld until they resolve the detailed issue.

Any follow ups that are required after a chase are automatically entered into the Credit Hound calendar so the Credit Controller knows what they need to follow-up and when. The calendar is fully linked to Sage 200, which means if a payment is made before the scheduled follow-up, Credit Hound will automatically complete it.

Rules & Actions can be created so you can tell Credit Hound, if a Customer or Transaction meets a certain Rule then perform a particular Action.

Credit Hound also has its own built-in Report Designer that allows the ability for Creating and or Amending reports and Letters as required. An added advantage is that as a Draycir product, Credit Hound also integrates with Spindle allowing you to distribute documents as required.