Take Your Invoice Automation to Another Level with X3CloudDocs Inbound

By Paul Mincer
July 18, 2023

We’re thrilled to announce the launch of our 2023 R1 release of X3CloudDocs Inbound, with loads of new features to make your invoice processing even easier. We’ve listened to feedback from our customers and incorporated a number of suggestions that many of you have asked for:

Dimensions Synchronisation

Update your active dimension values direct from Sage X3, including via automatic synchronisations using recurring tasks. You can also configure this in X3 so that you only pass the dimension values from X3 that you need, when you need them. Look out for further synchronisation enhancements in forthcoming releases!

Invoicing Elements

If you need to include additional costs on invoices relating to freight, duties, taxes, and so on, then you can add the fields you need for invoices from each supplier, so that these values are automatically captured from your invoices and passed direct to the document in Sage X3!

Invoice Types

If you use multiple Invoice Types in Sage X3, maybe because of legislation requirements or because you simply need to update the defaults from time to time, then you can now set new default parameters in X3 for Purchase and Supplier Invoices and Credits, and even override them at invoice level.

Purchase Receipt Matching

View details of Purchase Receipt and Packing Slip numbers for your PO lines from Sage X3, and then define the delivery number to be used for more specific matching of invoices linked to POs.

Line Level Comments

Provide more detailed narrative for your invoice lines, for both PO and non-PO invoices, to override existing invoice header comments.

Line Level Tax Codes

Provide overrides to standard Sage X3 line level tax calculations, for both PO and non-PO invoices.

Payment Terms from POs

Apply Payment Terms from your POs to invoices, overriding the supplier level default settings, by setting a new parameter in Sage X3.

As part of the upgrade process, we’re going to be offering a series of dates that you can pick from, so that you can get your test systems updated to 2023 R1 as soon as possible.

For more information on how to upgrade your Sage X3 system to X3CloudDocs Inbound 2023 R1, please contact your account manager or reach out to us at helpdesk@x3clouddocs.com.