Accounts Receivable Automation

X3CloudDocs Sales Order Automation makes it possible to create Sales Orders from Purchase Order documents automatically in Sage X3. Purchase Orders can be received via e-mail or manually uploaded to X3CloudDocs. Data is extracted using OCR/TLX processing. Further validation is performed against master data uploaded from Sage X3. A Sales Order is then automatically created. A copy of the original document is stored in the cloud and can be viewed directly from Sage X3.

• 90% time saving compared to manual sales order processing
• 84% increased accuracy compared to manual rekeying of purchase orders
• A best-in-class document and image processing engine means each customer can have their individual order document format and they don’t have to change the way they interact with you meaning zero customer impact and a rapid ROI with no transition period

Sage AR Automation is an award-winning, cloud-based solution that helps Sage X3 users dramatically improve accounts receivable operations. While traditional tools like Outlook and Excel leave your team bogged down with manual processes, poor visibility, and inconsistent follow-ups, Sage AR Automation replaces those inefficiencies with smart automation and real-time insights. Enabling you to get paid faster, improve cash flow, and increase team productivity.

• Automate Communications – Engage customers on their preferred channels with timely, automated invoice reminders.
• Customer Self-Service – Offer convenient online payments and built-in escalation management.
• Cash Application – Process more payments, reduce unapplied cash, and free up credit lines to keep orders and sales moving.
• Forecasting & Reporting – Deliver actionable insights into cash flow and DSO with custom reports and automated distribution.
• Activity Management – Prioritize your team’s work with next-best-action recommendations and clear goal tracking.

Digitally automate your Accounts Receivable deliveries and configure the method based on your recipient’s preferences to improve customer service and lower DSO.

• Get Invoices Out Quickly & Easily
  Save time printing invoices, collating, and mailing everything out by going digital. Personalize and automate document delivery; send all related documents out together.
• Access Backup Documentation
  Store supporting documents for an AR invoice based on matching document properties such as invoice numbers, order numbers and more.