20/04/2023

Five issues EDI helps overcome

It’s an interesting, and let’s be honest, difficult time for businesses right now. From higher costs to supply chain issues and increasing labour wages, businesses are feeling the heat from all directions. If electronic data interchange, or EDI, is something you’ve been thinking about for a while, or even if it’s something you’re just starting to look at, take a look at these five ways it can help overcome the issues businesses are facing in 2023.

1. Lack of supply chain visibility

It’s often difficult for businesses to be aware of what’s happening in their supply chains. For example, knowing when an order is being sent and exactly what is being sent by the supplier. Using EDI, you can request an advanced shipping notice (ASN) from your suppliers that gives you all of this information. Suppliers can also add serial shipping container code (SSCC) labels to your ASNs, which tell you what’s in an individual packing unit. All this can improve visibility, reduce warehouse costs, reduce manual labour and improve customer service.

2. Non-fulfilment of orders

There’s arguably no worse issue than a supplier not being able to fulfill an order and not knowing about until it’s too late. It can batter your reputation and really weaken your relationship with the supplier, not to mention your customers. But what if your supplier could confirm whether or not they can fulfill a purchase you send to them? EDI can do this using a purchase order response (POR). The supplier can send the POR back to you with information about whether they can complete the order fully, partially or none of it.

3. Payment of incorrect/fraudulent invoices

Paying invoices incorrectly, or worse, paying fake invoices is costly to a business. These days the number of fraudulent emails and activity is only increasing. It’s affecting a lot businesses not just in Australia but around the world. EDI can help with this in a few ways. EDI helps is by reducing errors that occur from manual inputting. This makes it harder for invoices to come back to the buyer with errors. And some EDI providers, like MessageXchange, can build in processes to match and invoice with a corresponding PO number to confirm its validity.

4. Staff burnout from all the manual processing

A big issue for business now is keeping costs and processes streamlined and that’s no easy task. As a business grows, processes increase and if they’re manual, costs inevitably increase too. This becomes difficult to address without automation. That’s were EDI helps, you don’t need to be inputting data into multiple software, you don’t need to create PDFs or emails to send trade documents. It’s all input directly into your software so staff don’t have to enter it, and don’t need to fix OCR scanning errors.

5. Improving sustainability

Businesses are looking at become more sustainable and reducing their impact on the environment. One way businesses are doing this is going paperless by using EDI. Everything is done through your software, so there’s no more printing out documents. Want to learn more about how EDI could help solve your business issues? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDIRetailersSuppliers

21/03/2023

Setting your business up for eInvoicing

The benefits of eInvoicing are becoming more and more enticing to businesses in these tricky times. Understanding the benefits is one thing but taking the next steps to getting started is a different story, at least that’s what businesses may believe. Here are steps, in straightforward terms, to set your business up for eInvoicing.

Look at your business

Define your objectives

There are a few things to do when getting started. The first is to define your objectives for implementing eInvoicing. These could be reducing manual processes, complying with partners’ eInvoicing requests, increasing cash flow or something else. Knowing these from the get-go will help keep your business on track.

Review your business processes

The next thing is to look at your business processes. Think about:
  • How many invoices are you processing?
  • Do you plan to send invoices, receive them, or both?
  • Do you exchange invoices with suppliers or customers who are overseas?
  • What are your current processes for receiving invoices, approving them, making payments, reporting and reconciling?
You can then use this information to tailor your eInvoicing solution to best suit you.

Get relevant internal departments involved

One internal department taking control over your eInvoicing project is not ideal. One, it prioritises the needs of one team over others, that’s not very collaborative. Two, there’s no transparency and understanding across the organisation about the project. There are three main departments that are generally involved in an eInvoicing project: Finance
  • They’ll be working directly with eInvoicing by switching from receiving paper or PDF invoices. They’ll be acting on the eInvoices that end up in your software so it’s important for them to have a say and understand how it works.
IT
  • eInvoicing works through your software so your IT team needs to be part of the process. They can help with a lot of the technical stuff working directly with your eInvoicing provider.
Management
  • Those involved in compliance and reporting or the handling of master data can benefit from eInvoicing. It gives these decision makers visibility of procurement and payment information.

Getting your software ready

Have a look at your software to see if they already provide Peppol eInvoicing as an option. If so, find out whether it would require and update or an additional cost. If your software isn’t ready, that’s not a problem, you can work with an eInvoicing service provider and Access Point like MessageXchange. They’ll be able to help you with all the file and connection protocol requirements to get you connected. All you generally need is the ability to import and/or export some sort of invoice file.

Testing messages

For businesses implementing e-invoicing there is some testing required before you can send and receive e-invoices. This is where help from your IT team will come in handy. One requirement is connectivity testing with your Access Point to ensure you can both exchange messages correctly. Testing is also performed on your file to ensure it is correctly structured.Need more help getting ready for eInvoicing? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

E-invoicingRetailersSuppliers

28/02/2023

EDI adoption barriers and how to overcome them

EDI is pretty enticing when you look at its host of benefits:
  • cost savings
  • shortened procure-to-pay cycle
  • better data accuracy
  • less manual handling
  • better visibility into your supply chain
  • better customer service.
But as with any innovation, there are barriers that can get in the way of a business choosing to implement EDI. Here are some of those and how to overcome them.

Not understanding EDI and how it works

Simply put, EDI (electronic data interchange) is the exchange of business information directly between business software. Think of a purchase order being created in one company’s accounting package, and it ‘magically’ appears in the supplier’s software; no email, no PDF, no manual data entry. Well, it’s not magic, it’s EDI! Check out our whitepaper to learn all the basics. EDI can be pretty technical so this often makes it a little daunting for businesses. There’s also a sense of if you don’t have expertise you’ll have trouble implementing. The fact is, EDI providers, like MessageXchange, will always be there to clarify a lot about how it works and work with the relevant internal teams to make the process seamless.

Having unrealistic expectations

EDI requires clear expectations in terms of costs, timelines, internal operations and of suppliers. Rome wasn’t built in a day! When it comes to EDI, planning at the beginning is everything. This will give a clear direction for implementation and help assess how things are tracking compared to your targets. Keep these clear with your provider and hold them to it. The planning stage should also set clear expectations of who is responsible for what when EDI is implementation. Something else you can do is to get a clear understanding of price from your provider. All providers have different pricing models, make sure you find the one that suits your business most.

The capability of your supply chain

Your supply chain is critical to any EDI project. It can often make or break a project. So it can seem like a big barrier if you have difficulty getting suppliers onboard. But there are definitely ways around this. The number one thing to do when looking at onboarding suppliers is to segment them into groups and use this to stage your onboarding process. There’s no right or wrong way to segment your suppliers. It can be according to their readiness for EDI, maybe their size, whatever you like. As you’re onboard each segment it will give you an understanding of your progress. Another great way to get around suppliers not onboarding is by giving them options. If they’re already using EDI they can just integrate with your EDI solution. If they’re not using EDI, you can offer them a web portal solution, like Colladium. It makes it easier for suppliers, particularly smaller ones, to send and receive EDI messages all from a web browser.

Lack of resources

EDI is often linked with being costly and time intensive to set up but that’s changed a lot. These days businesses with no previous EDI experience are getting set up easily and quickly. EDI providers, like MessageXchange often step businesses through the whole process and even take care of critical parts. MessageXchange can create automated compliance testing solutions that test the EDI messages of suppliers on a portal to make sure it adheres to all EDI requirements. This saves you time and also saves your staff from having to contact suppliers one by one to organise testing. Need more help getting ready for EDI? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDIRetailersSuppliers

24/02/2023

Five automated checks in MessageXchange to get the invoices you need the first time around

Many large organisations have processes setup in their accounts payables systems to review invoices and approve them for payment. Often the rules are quite complex and can rely on certain information being present on the invoice for the process to run effectively. Introducing eInvoicing can appear to throw a spanner in the works here, but with MessageXchange, it can make it even easier in automating the presence and validity of the data. Have a look at these tips to help you get the invoice you need the first time around.

1. Ensure a purchase order number is present

If your invoice matching requires a purchase order number to be present, MessageXchange can check that it’s there before sending the invoice onto your software. If it’s not, MessageXchange can automatically reject the invoice and send feedback to the supplier with information as to why it was rejected. Another alternative is to still receive the eInvoice in your software but send a notification to the supplier to ask them to include the order number on their future eInvoices.

2. Ensure the purchase order number is correct

This can be done in a couple of ways – you can check that the order number has the same format of those you issue, like always 10 digits, or starting with certain numbers, or you can even share (automatically, of course) a list of your order numbers from your software, and MessageXchange will check that it matches, before sending the invoice onto you. We can even go one step further and check that the purchase order number and ABN combination are correct.

3. Only receive eInvoices from ABNs you know

Our customers can provide a list of their suppliers’ ABNs. When an eInvoice for the customer comes in, MessageXchange can check the sender ABN against this list. Again, if it matches, we’ll send it onto you. And if not, we can reject it and notify the supplier, or continue to send it onto you while notifying the supplier.

4. Check the BSB and account number

Some invoice approval processes check the BSB and account numbers on the invoice. You can check for correct formatting, or even ensure they match those you have on file. When an eInvoice comes through, MessageXchange can check for these to make sure you get only the eInvoices that you’ll be able to process.

5. Mandate attachments from certain suppliers

If you use an outsourced HR company, for example, and expect timesheets with your invoices, MessageXchange can check that eInvoices from certain ABNs always have an attachment. We can even go one further to specify that the attachment must always be an Excel sheet, for example.All of these checks, and more, can be implemented in your eInvoicing Gateway. These are just some examples, but the only real limitation is your imagination. Have a chat to our team today about how to make sure you get the invoices you want the first time around.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

E-invoicingRetailersSuppliers

30/01/2023

eInvoicing with MessageXchange in a nutshell

If you’re just starting out with eInvoicing, or looking for an eInvoicing provider, the process can be pretty daunting and confusing. The good news is, this blog is just for you. Keep reading to find out the A to Z of eInvoicing with MessageXchange.

What is eInvoicing?

For those really new to eInvoicing, have a look at this whitepaper that explains in layman’s terms what eInvoicing is, how it’s used, its benefits and more.Ok, now you’re all up to speed with the basics…

It doesn’t matter what software you use for invoicing

The good news with our eInvoicing service is that it doesn’t matter what invoicing software you use. Our service is software-agnostic, which means we can connect to any software. In the diagram above, your software will be corners 1 or 4. We’ll handle all the nitty gritty between corners 1 and 3 (for sending invoices) and corners 4 and 2 (for receiving invoices) so you don’t have to worry about any added stress of finding new software. After all, we all know what a process and investment changing software can be.

Your software doesn’t support UBL files? No worries

Now that you’re all up-to-date with eInvoicing, you’ll know that UBL is the file format used between Access Points (corners 2 and 3) to exchange eInvoices. In reality, many software packages don’t support this file format. And this is something we’ve catered for. We can take your software’s native file format and translate, or map, this to and from the eInvoicing UBL file. For those non-technical people reading this – usually a software package exports an imports one specific file format, like XML or JSON.

MessageXchange provides both Access Point and SMP services

The introduction to eInvoicing whitepaper describes how the eInvoicing process works. When an eInvoice is received at the sender’s Access Point, it looks up where to send the eInvoice to. This lookup is done in an SMP, or service metadata publisher. So, when you register to receive eInvoices, you’ll need to register your ABN, NZBN or whatever identifier you use, in an SMP. MessageXchange provides this service for free for all its eInvoicing customers so it’s one less thing you need to worry about.

Options to suit every business

We offer a couple of different eInvoicing options, which should suit most, if not all businesses out there.

eInvoicing Connect

This is the perfect option if you want to get up and running quickly and cost-effectively. This product can be used for sending and receiving eInvoices, or just one or the other. It also caters for business response messages, which is sent from a recipient of an eInvoice to a sender to update them on the status of the eInvoice, for example, whether it’s been accepted, rejected, paid and more. We’ve got an existing integration with TechnologyOne CiAnywhere, but if you’re not using that software, you can connect to MessageXchange via SFTP or our AS2 to exchange UBL, XML or CSV files. We have a message implementation guide for our XML and CSV files so you can familiarise yourself with the structure. When it comes to pricing, get setup for as little as $950, which includes registration of one ABN or NZBN. Then it’s just $50 per annum (this covers the subscription to our Access Point) and $50 for a pack of 1,000 credits. One credit covers 1MB of data or part thereof of a single message, including attachments. eInvoicing Connect users get access to a portal, which allows you to view a log of the invoices you’ve sent and received and you can see your credit balance too. Find out more about eInvoicing Connect here.

eInvoicing Gateway

If you’re going to be an eInvoicing power user, or are looking at eInvoicing more strategically, our eInvoicing Gateway is for you. It’s got much more flexibility in that we can connect to any software using any secure connection protocol to exchange any file format (MessageXchange configures maps to translate your format to/from the UBL format). Plus, it’s got additional functionality. Our Gateways allow you to implement business rule validation, which can do things like reject an invoice if it doesn’t have the data you need. It can also enrich invoice data, like adding an internal vendor number based on the ABN it’s sent from, to make sure the invoice data your software receives is what you need. The data enrichment can also cater for outgoing invoices. This helps if your software doesn’t populate all the mandatory eInvoicing information, or the information that your customers require from you. Another benefit of our eInvoicing Gateways is it’s reporting and analytics functionality. Get access to custom reports based on any data in the invoices and even call on data from other sources. One case we’ve seen is top-level reporting on multiple business units. The functionality is all there, but how you use it is really up to your imagination and your business’ needs. Find out more about our eInvoicing Gateways here.

Onboarding suppliers

Yes, getting setup for eInvoicing is the thing we think about first, but onboarding your trading partners is what you’ll turn your attention to once that’s done. With our 20+ years in supply chain trading, we’ve got a few tips at the ready. We’ve developed a guide to help you engage and onboard your supply chain. Plus, we’ve got no- and low-cost solutions for your trading partners to send and receive eInvoices. Just ask us more.

Security is a top priority

We know invoice data is commercially sensitive and that’s why we do everything within our power to keep it secure. We’re ISO27001 accredited, we use encryption in transit and encryption at rest plus a range of other security, DR and BCP processes. Have a look here for more info.Ready to find out more? Have a chat with one of our eInvoicing experts.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

E-invoicingRetailersSuppliers

19/01/2023

EDI best practices

EDI can be a big commitment, and following best practice from the get-go can save you time, money and hassles down the line. We’re pretty experienced helping customers implement EDI, so here are some pointers on how to get things right the first time.

Establish clear procedures

It’s important to have clear contact point for your trading partners to get in touch with you about EDI-related issues they may have. The last thing you want is a colleague who knows little or nothing about EDI being asked EDI questions and not knowing where to direct the question. Work out who will take care of EDI questions from suppliers and educate your team so they understand where to direct these enquiries. Another thing to think about having is a contingency plan if something goes wrong with your EDI. You need processes in place to be able to keep operating in the unlikely scenario of an issue.

Test, test, test

There’s nothing worse than sending EDI messages to your suppliers only for them to not receive it. Or even having suppliers sending you messages incorrectly. This can lead to stock not being on shelves and invoices not getting paid. Testing before going live can make the transition to EDI much more seamless. Organise a time to send and receive test EDI messages to and from your suppliers to ensure that you don’t run into any issues when you go live. If this sounds a bit too manual, you can use our message compliance testing (MCT) service on Colladium to automatically ensure the EDI messages you’ll receive follow the correct syntax and use the right fields.

Automate as many processes as possible

Before getting started with EDI, think about all the things you want automated – an EDI automation wish list so to speak. Think about all the areas that take up too much manual processing or add significant costs, for example not knowing if an order can be fulfilled, or not knowing when it’s going to be delivered. You can even look at the invoice payment process, which is often time consuming for your accounts team. EDI can automate matching purchase orders and other EDI documents with your invoices to ensure they are accurate and legitimate.

Be picky when choosing an EDI provider

It’ll come as no surprise that it’s important to have a list of things you expect from your ideal EDI provider. Have a think with your team about what you want in your provider. Think about:
  • if they meet your technical requirements
  • if their business aligns with yours
  • if they have the right experience
  • if their support model works for your business
  • if their pricing model suits you.
Need more help getting ready for EDI? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDIRetailersSuppliers

22/11/2022

Using EDI to improve supply chain efficiency

Improving efficiency is one way for businesses to help battle rising costs and inflation. One efficiency improvement businesses are turning to is EDI.

Reduce costs and errors

The big efficiency with EDI is there’s no need for emailing or paper, which has some obvious benefits. As your number of orders grow, so does manual processing and hence, the need for more hands on deck. EDI does a lot of the heavy lifting for you through automating a lot of your processes. Studies have shown EDI can reduce the cost of a financial transaction by up to 90% and exchanging an invoice through EDI can even cost less than a cent. Automation from EDI can stop those awkward moments where your customer asks why your invoice numbers are wrong or if a supplier delivers the wrong products. EDI can result in a reduction in transactions errors by up to 40%.

Faster delivery times from suppliers

For any businesses, one of their biggest nightmares is not receiving goods when they need it. Any way to make the procure-to-pay cycle shorter is always a benefit. EDI sends trade documents directly between your software and your partners’. No more emails and manual inputting. EDI automation can speed up business cycles by 61%.

Better supply chain visibility

The best way keep track of all processes in the supply chain is through data. Businesses using EDI can find out whether a supplier can complete a purchase order. If you use advanced shipping notices (ASNs) with your suppliers, you can find out what a supplier is sending you and how they’re sending it. This can help your warehouse teams plan ahead for deliveries, so you can save time and resources. In fact, using ASNs can reduce receiving costs by up to 40%. Have more questions? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDIRetailersSuppliers

08/08/2022

How eInvoicing delivers a better procure-to-pay (P2P) experience for your suppliers

eInvoicing is strongly emerging here in Australia and New Zealand as one of the key digital transformation activities in 2022. Its dominance is being led by the Government because of its massive benefits to the economy (think $10 billion to the Australian and New Zealand economies). But that’s not its only benefit – it can deliver a much better procure-to-pay (P2P) experience for suppliers too.

What is eInvoicing?

In short, when your suppliers create an invoice in their invoicing software, it’ll almost ‘magically’ appear in your accounting software. To find out the nitty gritty, have a look at our whitepaper, an introduction to eInvoicing.

So how does it benefit your suppliers?

It’s sent directly from the supplier’s software into the customer’s software

Once your supplier enters it into their software, they can be rest assured that it’ll be delivered straight into their customer’s software. And if, for whatever reason it can’t be, the supplier will be sent a notification, so they’re always in the loop. This means their invoice will be received in record time, and the payment process can begin. Winner!

It doesn’t get lost among emails or people forgetting to forward it on

Gone are the days of emailing a PDF invoice, waiting for the person the supplier deals with to approve it, pass it onto the accounts payable team for processing and then joining the payments queue. eInvoices go straight into the customer’s software, so there’s not getting lost in emails – it joins the queue, which is often automated by the customer, to speed up the process.

Suppliers can get notified of the status of an invoice

One of the real benefits for suppliers is getting notifications of the invoice status. The eInvoicing network (Peppol here in Australia and New Zealand) has a ‘response’ message that goes back to the eInvoice sender to let them know if the eInvoice has been received (or failed or rejected for whatever reason) and can also update the supplier on things like whether it’s been approved for payment, whether it’s been paid, and more. eInvoicing has heaps of benefits for you too, not just your suppliers. You can have peace of mind invoices won’t go missing, plus you don’t have to worry about entering the data incorrectly into your software.

Ready to get yourself or your suppliers onboard to eInvoicing? Here’s how…

First, get yourself eInvoicing-enabled

You’ll need an eInvoicing service provider. This is called an ‘Access Point’. The Access Point gets the invoices into your software (and also out of your software if you’re using it for accounts receivable invoicing too). It’s your gateway to the eInvoicing network. Get in touch with us to find out what the best option is, or have a look here.

Then get your suppliers onboard

Depending on our suppliers, it could be worth breaking them down into groups to get them onboard. This is handy so that you’re not overwhelmed with the task, but also allows you to tailor your communications, depending on your suppliers. Take a look at our whitepaper, a guide to successfully onboarding trading partners to eInvoicing.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

E-invoicingSuppliers

12/04/2022

Tips for writing a tender document to find an eInvoicing provider

Many organisations are starting to go through the process of finding an eInvoicing provider. Some, particularly larger, organisations need to go through a formal procurement process to find a supplier. Given eInvoicing is a new area for a lot of people, here are some tips to help you write your tender document.

Get to know the ins and outs of eInvoicing

The last thing you want is to be unprepared. Getting to know the basics of eInvoicing makes this process much easier. Make sure you get to know what eInvoicing is and how it works. Learn about the use cases, the benefits, what it will mean for each of your teams (like accounts payable, accounts receivable, IT and others), what it will mean for your customers and suppliers, find out how others have used it as a start.

Get to know what eInvoicing providers provide beyond just eInvoicing

Just like most industries, there are some eInvoicing providers who merely pass the invoice from A to B. But there are others who have capability to do much more. Here at MessageXchange, our powerful software can insert missing information, check the information you require is on the invoice and perform complex lookups, workflows, rules and more. This functionality is particularly useful for organisations who have complex business rules, automated payments and integrations with multiple systems.

Have a clear view of how eInvoicing will fit into your architecture and processes

For smaller organisations, it can be as simple as eInvoices coming in and out of your software. Even in this simple case, you’ll need to know how they will come in and out – through an API, can it drop and pickup files from an SFTP folder or does it need to use another method – and what format they will come in and out in – will it be an XML format, a CSV or something else? For larger organisations, accounts receivable invoices may come out of one system and accounts payable invoices may go into another. You may have a single integration point for any data coming from the outside world, rather than connect to your systems directly. Be very clear on what this process will look like for your company. On the accounts payable side, many organisations have automated matching against an order, or checking the vendor number or ABN or other data. Make sure you know how eInvoices will fit into this process.

Get familiar with your company’s IT policies for external vendors

Some companies require IT vendors to have backup, redundancy and service SLAs. Make sure you’re familiar with what your company requires so you can be clear about this in your tender.

Start writing!

  • Document your setup and key information like:
    • The software you use (and go into detail if your setup isn’t straightforward, for example if you have multiple systems)
    • Whether you want to send and/or receive eInvoices
    • How many eInvoices you expect to send and/or receive
  • Break it down into sections. Example:
    • Company information
    • Technical requirements
    • Business process requirements
    • Procurement requirements
    • Contract
    • Pricing
Interested in learning more about eInvoicing? Sign up to our newsletter

Newsletter

Sign up to get the latest eInvoicing updates

Stay up-to-date with industry news, useful blogs and whitepapers, expert tips and more.

E-invoicingRetailersSuppliers

05/04/2022

Don’t think you’re ready to use eInvoicing? It’s not as difficult as you might think

eInvoicing is gaining momentum with all the benefits it is bringing to businesses around the world. But change is difficult and implementing eInvoicing can seem more daunting than it should be. We’re clearing the air and are here to show just how easy implementing eInvoicing can be.

Get started with a web portal

Did you know you don’t need to spend time and resources integrating eInvoicing into your software? If you’re looking for something quick and easy, all you need is internet access – and if you’re reading this, you’ve got that. Basically, you can login to a web portal like Colladium to send and receive eInvoices using an easy-to-use interface. It’s one of the simplest and most cost-effective options to start eInvoicing. Colladium only takes minutes to sign up and it’s free to use. All you need to do is register and get started!

Plug and play software integrations

Your existing software might have some plug-and-play style integrations to start eInvoicing. These allow you to send and receive eInvoices using your own software, and setup is quick and easy. MessageXchange has an easy option for MYOB Account Right and New Essentials users. Send invoices directly to your customers’ software and receive bills directly into your In Tray. Plus, Technology One Ci Anywhere and Oracle Financials Cloud users can take advantage of our eInvoicing Connect product to start receiving eInvoices in just days.

Ask your existing Invoicing/ERP software provider

You may not know it, but your current software may be eInvoicing capable. You should ask your provider if eInvoicing is already enabled or whether they plan to make it available.

Find an eInvoicing service provider

If you’re working with software that isn’t enabled for eInvoicing you can get easily set up with an eInvoicing service provider, like MessageXchange. We’re able to help you send and receive eInvoices directly from your software. Even if your software doesn’t export or import the Peppol standard file we can translate the files to whatever your software needs. Want to get started with eInvoicing? Get in touch with our eInvoicing experts by filling the form below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

E-invoicingSuppliers

24/03/2022

How to use EDI with Xero

If you use Xero and you’ve been asked to use EDI, your head might be in a bit of a spin. It can seem complicated but there’s no need to worry – there are options and they’re not as complex as you might think. Many retailers require a combination of these documents:
  • Purchase order
  • Purchase order response
  • Advanced shipping notice
  • Invoice.
And you might be thinking, Xero doesn’t even have all of these. You’re right, Xero doesn’t support sales orders or advanced shipping notices. But that’s not a showstopper.

An EDI web portal is the simplest option

Many Xero users choose to use an EDI web portal. It’s a website you can login to, to view orders and respond to them with the response, advanced shipping notice and invoice. It’s simple to use, inexpensive and gets you compliant with your customer’s requirement. Here at MessageXchange, our EDI web portal is called FormXchange. If you choose to go with our FormXchange product, you can even automate the process one step further. By turning on the integration between FormXchange and Xero, you can sync the invoices you enter in the EDI portal (FormXchange) directly to Xero, so your invoices are always up-to-date in your accounting software. That means whenever you send an invoice to your customer on FormXchange, a copy will go to them, as well as to your Xero account. It’s that simple.

Who can you trade with on FormXchange?

Trade with any of these retailers on FormXchange:
  • Australian Pharmaceutical Industries (API)
  • Aldi
  • Anaconda
  • Big W
  • Bing Lee
  • Bunnings
  • Chemist Warehouse
  • Coles
  • Costco
  • David Jones
  • Drakes
  • Harris Scarfe
  • Harvey Norman
  • Kmart
  • Metcash
  • Myer
  • Officeworks
  • Petbarn
  • PFD Foods
  • Reece
  • Repco
  • Sigma
  • Spotlight
  • Symbion
  • Target
  • The Good Guys
  • Winning Appliances
  • Woolworths

How do you get started?

It’s pretty easy:
  1. Head to messagexchange.com and click register
  2. Enter your details, choose FormXchange as your service and select the retailers you wish to trade with
  3. You’ll receive a verification email so just click the link in there to verify your account
  4. Let your customer(s) know that you’re using MessageXchange as your EDI service provider (they might refer to it as a ‘VAN’ or value added network)
  5. Then once you receive your first order, follow the prompts on screen to respond to it. You can also look at our knowledge base here to walk through the entire process in detail.
If you have any questions or need help getting started, just get in touch!

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDISuppliersXERO

23/03/2022

Top 5 EDI questions answered

There are some questions that seem to come up in most calls. Have a look below to find out the answers to the most frequent EDI questions we receive.

1. What types of EDI solutions are available for me?

There are two main types of EDI that are available:

Integrated EDI (EDI Gateway)

An integrated solution allows you to exchange EDI messages directly from your software. When an order is sent to you, it’ll go to your VAN (value added network) then straight into your software. There’s no need to re-key it or anything. Then when you create the order confirmation, despatch advice or invoice, it will go directly from your software to your VAN and onto your customer. This option has the least impact on your current process and requires minimal manual processing.

Web portal/EDI Webforms

The simplest solution for EDI compliance is a webform solution. This allows you to logon to a web portal to view purchase orders and respond by sending back the required information such as purchase order responses, advance shipping notices and invoices. The information input into the web portal is sent directly to your customers’ software.

2. How much does EDI cost?

The cost will depend on the product you go with:

EDI Gateway

The price to setup an EDI Gateway is determined on a few factors, including how many customers you trade with, your customers’ testing requirements, the complexity of your setup and more. After implementation, our pricing is based on your data consumption (file size) so you only pay for what you use.

EDI Webforms

There’s no setup fee to use our EDI Webforms (which we sometimes call FormXchange). You can get started from just $99 a month, which allows you to exchange as many messages as you like with one of your customers. Plus you can add an additional trading partner for just $49 a month.

3. How long does it take to implement EDI?

The implementation time varies with every solution.

EDI Gateway

The implementation time varies depending on your requirements, complexities, the amount of testing you require, the amount of testing your trading partners require, your availability and more. It can take anywhere from a day or two, through to a month or more to get started.

EDI Webforms

For EDI Webforms, you simply register on the platform and you’re good to go. Some retailers require you to go through a testing and accreditation process, but our team are here to help you through that.

4. What does my customer mean by ‘accreditation testing’?

Accreditation requires you to test your EDI messages before they’re sent to your retailers’ production systems. This just makes it more likely that you won’t have issues when you’re sending and receiving EDI messages. The testing checks your files and ensures fields are correctly formatted.

5. Do l have to make changes to my ERP system to get the EDI message?

No, you shouldn’t need to – as long as your software can export and import files, your EDI provider will do a lot of the work connecting to your ERP system and mapping, or translating, the files to EDI messages. However, if your ERP software doesn’t handle certain EDI messages, like advanced shipping notices, you might need to use another bit of software to do that. We provide our EDI portal, Colladium, to our customers to help them send and receive EDI messages that might not be compatible with their ERP system.Have more questions? Ask our experts by getting in touch below.

Request a call

Chat with one of our experts

Just fill out your details below and we'll be in touch within one business day.

EDIRetailersSuppliers