General Process Improvements in X3CloudDocs 2024 R1

By Paul Mincer
May 23, 2024

X3CloudDocs 2024 R1 now incorporates a number of new features to help prevent duplications and ensure completeness and accuracy of invoice processing, as well as generally improving synchronisations in both directions.

You can now ask X3CloudDocs to verify the uniqueness of invoice numbers sent to Sage X3. You’ve always been able to provide warnings for duplicate invoice numbers while verifying invoices – now you can intercept invoices that are not only duplicates as far as X3CloudDocs is concerned but also your full catalogue of invoices in Sage X3. This can be controlled separately for Purchase and Supplier Invoices, as required.

In a few rare cases, due to network/environment issues, it was previously possible for an invoice to not synchronise successfully from X3CloudDocs to Sage X3. Additional checking has now been added to ensure that any invoices not processed successfully are re-synchronised. Similarly, separate checks can also alert administrators to invoices that have been synchronised more than once.

A new parameter setting also ensures that Supplier BP Invoices balance correctly, alerting users to mismatches between the line-level coding, including Tax, and the invoice total. This plugs a gap in this area in standard Sage X3.

Incremental synchronisations are now available for all data types, so users can, for example, choose to perform smaller synchronisations during the working day if required. Additionally, general synchronisation has been improved, so that higher volumes of data can also now be synchronised faster. This is particularly useful for customers with large volumes of orders or suppliers.

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What Customers Say About X3CloudDocs:

Efficient AP processes directly impact relationships with both suppliers and internal stakeholders. Automated systems facilitate timely and accurate payments, enhancing the trust and collaboration between businesses and their suppliers. Moreover, AP automation will automate “embarrassing” tasks such as chasing whether internally for approvals or payments externally, cutting out the “guilt or embarrassment” and speeding up the process.

Alex Stephens – TIMCO

X3CloudDocs has really automated our company’s AP processes. We now spend less time doing manual work and has truly made our AP processes very easy and efficient. The solution is very user friendly and the interface is easy for even a novice to navigate. As many other companies experience we have several control points and validation checks along with approval hierarchy we need to employ day to day and X3CD almost seamlessly integrated with our existing processes and controls. 

Heather Sauceda – Transpak

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