Newsbytes #4: September 2023

By Brian Martin
September 1, 2023

Another exciting quarter in the X3CloudDocs world as we continue to sign up new partners from around the globe. Welcome to AIM System based in Hong Kong, Kerr Consulting in the United States, Usage Business Solutions in Australia and Steltix in the UK.

We have launched the X3CloudDocs Academy to help partners begin delivering to their own customer base as quickly as possible. The Academy includes three streams;

·  Technical Consultant for installation resources

·  Configuration and Training Expert for implementation consultants

·  Support Expert for on-going assistance to customers

On successful completion of the Academy delegates will receive certificates to acknowledge their accreditation. The Academy is already being delivered to a partner in the United States as I write. We look forward to rolling out the program to more partners shortly.

I’ll end with a statistic. X3CloudDocs Inbound has now automatically created over 200,000 invoices in Sage X3. Even at the lowest estimate that accounts for £1,000,000 of savings for our customers!

Since the release of Inbound 2023R1 and Outbound 2023R2, see Newsbytes Q2 2023 for more details, we have been busy upgrading customers so they can enjoy the new features.

Considerable progress is being made on the next release of Inbound. Included in 2023R2 will be the ability to process BP Supplier Inter-Company invoices.

We are continuing to improve the data synchronization. In terms of performance the method of uploading data payloads is being improved, which is particularly beneficial to customers with large data sets. We are also adding more flexibility so that customers can modify the master data upload themselves, without the need for specific code to be written.

An example of this is that in Australia the tax registration number is populated from the Company Registration Number field on the Supplier but as standard it comes from the VAT Registration Number. Currently a small customization is required but it will not be from 2023R2 onwards.

Other features to look forward to in 2023R2 include improvements to soft close options and the ability to upload multiple charts of accounts via the synchronization function.

Functionally we are testing improvements to tag recognition. Once complete, document recognition can be defined using X, Y co-ordinates or specific labels embedded in the report.

On the web client we are improving the sidebar navigation to reduce the need to scroll if you have lots of document stores. A favorites option will also be added so you can quickly get to your most important document stores. Another feature will be an option to select then e-mail or download multiple documents at once. Behind the scenes there are lots of technical improvements to make sure the product stays up to date with the latest advances.

I anticipate these enhancements to be released over the next couple of months.

If you have any feedback for the X3CloudDocs team, or would like to see specific updates to the product, please let us know!

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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