Newsbytes #3: June 2023

By Jamie Watts
June 1, 2023

The past quarter has been nothing short of exciting as we’ve been attending industry events, connecting with experts and thought leaders, and working on a number of product enhancements. First and foremost, we want to express our heartfelt gratitude for your continued support and trust in X3CloudDocs. Your feedback and suggestions have been invaluable in shaping the direction of our product, and we are thrilled to share the progress we’ve made.

The Sage global partner conference (“Sage Partner Summit”), was held in Las Vegas this May, with attendees from around the Sage ecosystem; uniting with a spirit of friendship and a shared commitment to driving digital transformation in businesses around the world.

This conference was an unmissable opportunity for our community to connect, learn, and discuss the future of our ecosystem. In an era of ever-evolving technology AI took centre stage, with Sage’s Aaron Harris showcasing the developments taking place in the Sage world. This rang true for us, at X3CloudDocs, with automation and intelligence at the heart of our tools.  The whole event served as an amazing platform for collaboration, knowledge sharing, and forging new partnerships.

Over the course of the event, attendees were immersed in keynote sessions, thought-provoking panel discussions, and interactive workshops. Industry experts, from IDC to PwC, also took centre stage; delivering inspiring talks on emerging trends and the role of ISVs in shaping the future of business solutions.

For us, one of the highlights was the ‘Partner Neighbourhood’ (a show floor for all the exhibitors), where we had the opportunity to present our solutions and demonstrate to the partner network and the Sage Centre of Excellence.  With some great constructive feedback, and rave-reviews, we left Las Vegas with a spring in our step and a plan for the development and partner roadmaps.

We are already looking forward to Sage Summit 2024. We don’t know where it is yet, but we know that we’ll be there, and it’ll be great!

In the previous edition, Brian mentioned we are integrating X3CloudDocs into Sage X3. It allows users to view a document from the source Sage X3 record, such as a sales invoice via a new web application. The ability to define a link from any Sage X3 object to single or multiple X3CloudDocs stores is possible. For instance, you can configure a customer to link to the sales invoice store so that all invoices for the customer can be viewed. However, a link to a second generic store can be configured allowing you to view other documents pertaining to the customer.

In the following example, customer GB012 has a view of all their sales invoices:

As well as their Direct Debit mandates:

We know the new functionality is important to our customer base and look forward to seeing it in action!

We are nearing the release of the next version of Inbound. Based on our experience working with partners in the UK, North America and Australia we are incorporating a number of new features;

  • Invoice Elements – multiple elements can be defined
  • Dimensions can be uploaded directly from Sage X3
  • Improved Purchase Receipt matching
  • Comments at invoice and coding line level
  • VAT managed at line level on BP Supplier Invoices
  • Integration with Purchase Order contracts
  • Separate Purchase Invoice types for Purchase invoices and BP Supplier invoices  
  • Control of how payment terms is applied when matching purchase orders

As you can see, we are continuing to invest in X3CloudDocs. All the upgrades in this edition of Newsbytes are a result of customer feedback so please continue to let us know how we can improve.

Latest from the blog

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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