Tradex Portal Free
Allows for manual keying-in of invoices via the Tradex Portal.
First Document Adaptor
The ability to transact via a single document type, e.g. invoices, purchase orders, order acknowledgements, etc.
Transactions: 1,000
The number of trading documents a company can process in an annual period via Tradex.
Tradex Portal Plus
An enhanced version of Tradex Portal with additional modules.
Attachments
The Tradex Attachments module allows you to send any type of supporting documents with your invoices, including proofs of delivery, timesheets and worksheets. Unlike simple email attachments, items attached in Tradex are presented to the receiver alongside the invoice as one document.
Reports
Provides access to create and view standard reports as well as providing users with the ability to create custom reports. All reports can be schedules to run or run on a scheduled basis. Reports are available on-screen or in an excel format which can be downloaded for manipulation and/or review.
PO Flip
The Tradex PO Flip module automates the creation of supplier invoices by using the corresponding purchase order (PO) details to generate invoices, without the need for manual re-keying. It has the ability to retain the electronic invoice details for support of internal processes. Buyers upload electronic POs into Tradex, which provides an auditable exchange of details. Suppliers can then view the POs online and extract PDF copies. Users who want to integrate PO data into their back-office system can download the POs directly.
Invoice Templates
Many of your invoices may be similar, with the only difference being invoice lines and product codes. With the Tradex Templates module, you can save invoice types to be duplicated, allowing you to save time that otherwise would have been spent manually re-creating similar items.
Disaster Recovery
Provides comfort that should there be a situation where recovery is required, Tradex has this covered. The solution operated dual replication of data as well as encryption of all information processed via Tradex. Should disaster recovery ever be needed, Tradex would be backed up and running within 4 hours of DR being initiated.
7-Year Archiving
Tradex will store a copy of all transactions processed via Tradex on behalf of all trading partners for a minimum of 7 years. All transactions can be accessed via the online hosted Tradex portal.
Batch Retry
With the Tradex Batch Retry module, any supplier invoice that fails to pass a business rule or validation check is stored in a separate holding area for a set period of time. Whilst the invoice is in the holding area, the supplier will be notified via email that their invoice has not yet been processed by their customer. They will be informed that Tradex will continue trying to submit the held invoice for the set period of time. The customer will also be notified of the delay, which allows the receiver (customer) to view the invoice or update their systems accordingly.
Enhanced Disaster Recovery
Provides comfort that should there be a situation where recovery is required, Tradex has this covered. The solution operated dual replication of data as well as encryption of all information processed via Tradex. Should disaster recovery ever be needed, Tradex would be backed up and running within 1 hour of Disaster Recovery being initiated.
Tradex Portal Free
Provides comfort that should there be a situation where recovery is required, Tradex has this covered. The solution operated dual replication of data as well as encryption of all information processed via Tradex. Should disaster recovery ever be needed, Tradex would be backed up and running within 1 hour of Disaster Recovery being initiated.
Senders Toolkit
When invoices are rejected, they either need to be recreated or a credit note must be raised. With the Tradex Sender’s Toolkit, you can simply edit and resubmit your invoice using the Tradex platform rather than recreating them from scratch or editing them in your accounts system. This makes it far easier to deal with returned invoices and saves a huge amount of time that would otherwise be wasted recreating invoices and raising credit notes.
Hub-to-Hub Link
The Hub to Hub module ensures that only a single connection to Tradex is required for any inbound or outbound EDI transactions without the need to integrate to multiple eTrading hubs. Tradex would connect to eTrading hubs of your trading partners without any requirement on the Tradex user to undertake any technical or commercial engagement with a 3rd party.
Managed Email
A fully audited and managed service, Managed Email lets you send all your supplier orders, remittance advice, customer invoices and many other documents to any of your trading partners, whether they use Tradex or not. They can then view them and save PDF copies free of charge. It even tells you when your invoices have been received and viewed, checks for bounces, chases up invoices that haven’t been opened and shows status reports.
Analytics
Tradex has a fully integrated Analytics/Dashboard capability within the platform allowing management KPIs to be displayed graphically in real-time. Analytics also has the ability to integrate to other business systems allowing the aggregation of information/reports to be displayed in a single location for permitted users to see and analyse.
BPM (Business Process Management)
The integrated workflow engine allows business processes to be defined and managed within the Tradex platform. This can be used for routing of documents for approval either for all documents or only those that fail a business rule, such as missing purchase order number. Full tracking of processes, email notifications and task lists are provided to ensure compliance with agreed business processes and that no documents are missed.
Allows senders of invoices via Tradex to apply their customer specific rules within Tradex to alert them to any issues they may have with an invoice before it is sent to a buyer. Tradex typically checks the invoice contains a PO number in the format their customer would expect and most importantly accept.
Auto-Archiving
Remove the need to manually store and name documents for future retrieval. The Tradex Auto-Archiving module automates the storing of document in an internal system with a unique file name. It is compatible with both 3rd party systems and internal solutions e.g. a document management system or shared drive.
Business Rules
Allows users to set specific checks, which are automatically performed on all incoming invoices. If the incoming invoices do not meet all of the requirements, they are immediately rejected and returned to the sender. This saves you a vast amount of time that would otherwise be spent carrying out checks manually, dealing with queries, and returning incomplete invoices.
Multi-Divisional Routing
Multi-Divisional Routing enables organisations that may have multiple accounting systems within a single organisation, to integrate Tradex to 2 different ERP’s/Accounting Systems through a single Tradex connection. Dependant on the division or the entity an invoice is being sent to, Tradex applies the relevant business rules (Validation) and also re-formats the invoice into the relevant data file format required for the intended ERP/accounting system.
Invoice Status Module
As suppliers are awaiting payment, they may want to monitor the stages that their invoice has passed in order to have an estimate as to when they will be paid. The Tradex Invoice Status Module performs this function by displaying statuses such as ‘approved’, ‘awaiting approval’, ‘in query’, ‘paid’, ‘to be paid on [date].’
Multi-ERP Routing
Perfect for organisations that have more than one ERP. This allows a single connection to Tradex to integrate to multiple ERP’s for a single organisation without providing confusion or complexity to supply chain partners.
