Automate invoices, purchase orders, sales orders and other docs, and reduce input errors and slow processes.
DX2 tells you where every doc is in the process, as well as who has it, or if it has errored. You can investigate and deal with most errors yourself.
No more hunting through email threads to understand the status of docs, or searching through paper notes stuck to paper invoices.
Free up space in your office! No more archiving or searching through stacks of paper and folders to find the docs you need.
DX2 can make it super easy for your B2B customers to buy from you.
DX2 has been developed and is supported by us, a NZ owned and operated software company so help is right at hand!
Especially effective for distributed teams.
Remove manual data entry and speed up processing of invoice and order docs allowing your business to grow without the associated admin load
Eliminate the need for conversations via email, and collaborate with your distributed team right alongside the documents on one platform with everything accessible via mobile or desktop devices.
Better analyse costs and performance with increased visibility of key data providing the opportunity for profit growth
Send or receive any doc or file type - credit notes, invoices, despatch advice, purchase orders, sales orders, receipt advice. File formats such as xml, cxml, csv, pdf etc.
DX2 has an extensive range of functionality but you can choose just some of it or all of it enabling you to go digital at the pace that suits your organisation.
Scale up as your business grows, DX2 is powered by Microsoft Azure allowing you to scale up as and when you need.
DX2 Core provides a secure digital workplace to connect your team, suppliers and customers, and collaborate on documents you send and receive.
You can use DX2 as an EDI platform, exchanging digital data with your trading partners. Any document type. DX2 uses UBL as the common format.
Track documents from start to end, Diagnose the problem when there's an error, then fix and retry.
Enables you to map an entire document from the form provided by your trading partner into a form compatible with your systems.
Allows you to change out information on a document, for example replace a customer or supplier product code with your own.
Allows you to setup specific rules for specific customers and based on specific fields. Can also connect to other systems, for example checking for prices and / or price changes in a partner's system.
Allow your trading partner to send you documents via DX2 using different transport methods such as SFTP, FTP, and using our DX2 Public API.
Ability to search on a string of text within a document makes finding specific docs very easy.
Get all the relevant documents related to a transaction in one place! All documents related to the transaction are linked to in the "Relationships" panel. Original PDF of document is also linked to and you can add any other attachments if needed.
Users are grouped into Security Groups in DX2 according to their roles within the company. These may be system administrators, AP clerks, department managers, finance controllers, and so on. Permissions are assigned to these groups of Users giving them authority to perform certain actions.
Effective engagement is a core principal of the DX2 platform. Empower and connect your team to focus on the work that really matters. Drive engagement and collaboration to build networks and partnerships.
With DX2's message panel you can communicate on the platform with your team, or with your suppliers or customers right alongside the relevant document.
Keep in touch with all actions that have happened with a document.
Get notified in real time about the signals that matter on any device.
Easily create POs from wherever they are (on any device) and get them approved.
DX2 Purchase's shopping cart style user interface makes it easy for staff to use. Once approved, the PO can be sent to your supplier speeding up the purchasing process. Your users can receipt the PO when goods or services are received.
Work with your suppliers or customers on their purchase orders, add the correct items or values to improve accuracy.
Control maverick spend by employees by provided Guided Buying journeys for the common products and services you buy.
3 Way Match match links PO, GRN and Invoice documents together. Invoice quantity and unit prices are matched to GRN and PO documents at line level. Auto match rules are applied to achieve a high rate of straight through matching. Invoices not auto matched are easily handled through an intuitive manual match user interface.
Build your shopping cart on your retailers site and use our DX2 Chrome plugin to transfer the contents of your cart to DX2 Purchase for approval. The best thing is that all your pricing and products will be up to date and accurate.
DX2 Capture (driven by Microsoft Vision) enables you to automatically find and extract the crucial, process-driving data found on incoming documents and reduce manual entry.
Convert order and invoice documents to digital data; PDFs, digital files, scanned documents or manual entry.
Setup rules and auto approve invoices. STP allows DX2 to digitise the document straight away for further processing, whether its approval or just straight into your ERP system.
Common trading partner templates available for faster start to your DX2 digital journey.
Accurately code and get approval of documents across your distributed team and on any device.
With our responsive design you can use DX2 Approvals on your phone, tablet or desktop.
Put away the calculator and code your complex monthly statements on DX2. Distribution Summary is designed to enable coding of invoice statement lines which require splitting or merging.
Flexible approvals to meet your delegated authority needs.
DX2's innovative use of analysis tags allows you to tag spend and then bring into Power BI or your reporting solution to better analyse costs and performance.
Tag spend with meaningful labels for analysis via your preferred reporting solution or with Power BI.
DX2 connects to Power BI (or your current reporting solution). We've developed some template reports that you can have up and running straight away. Plus you'll be able to create the reports that you need using our OData connector.
Allows you to connect to DX2 with your reporting tool of choice.
You can connect to any of your operating systems using DX2's APIs.
DX2 offers you and your trading partner a choose how you will send and receive methodology, this allows SFTP / FTP / Http API Integration / Web Hooks Integration / Direct File uploads and Email.
DX2 Integration also offers transformation that means you can work with the data you have submitted in various ways: Flatfiles, CSV ( Bulk and individual ), Json, XML.
Integration using DX2 are all configuration based, you can configure your self with your own rules, transform and deal with the data to fit your need.
Book a discovery call to speak to us and find out how we can help your business get connected.
Help build the DX2 business network, support your clients and boost your practice by becoming a certified reseller partner.