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Upgrade to X3CloudDocs Inbound for Credit Notes and Straight Through Processing

Paul Mincer
By Paul Mincer, 08 August 2022

X3CloudDocs Inbound has its first update of 2022, to include credit note processing and enhanced touchless invoice processing.

The release features:

  • Credit note processing;
  • Supplier record flagging. 

Credit Notes

You can now process credit notes in X3CloudDocs Inbound! X3CloudDocs can interpret when a document is a credit note rather than an invoice, and this can now be processed into Sage X3 with the appropriate credit Invoice Type. Note that this applies to simple, Finance-only credit notes at this stage, but further functionality will be considered for future releases based on feedback.


Control how invoices for your suppliers are handled!

You can now flag a Supplier record in Sage X3 to allow invoices that don't need any manual verification to pass straight through for approval, or even straight into X3! This means that if you've previously processed and coded invoices successfully and all you're doing is passing them on to an approver, say, then this can be automated using a Bypass Verification setting, saving you time and getting your invoices processed faster!

If the majority of your invoices from a supplier are coded one way, but you then want to code them another way from time to time, you might want to consider using the Lock Online Learning flag. This prevents any future verification changes from overriding the current state of learning for a supplier.


And another thing…

We’ve made general performance improvements to the synchronisation processes, so if you’re regularly sending large volumes of master data or PO updates to from X3 to X3CloudDocs, you should find these are completing faster than before.

For more information on any of the new features above, or to arrange a demonstration, contact us today.


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