Yooz
Accounts Payable Automation

• Automatically import your customer invoices into Sage X3 in bulk via sFTP, without impacting your existing processes.
• Automatically check their compliance and validate them.
• Automatically convert them into the official Factur-X and CII formats and deposit them in all your customers’ Yooz applications, or send them by email.
• Automatically check the real-time processing status of your customers’ invoices on Yooz.
• Chat with your customers in real time and anticipate disputes.
• Monitor your cash flow at a glance.
• Automatically generate sales and bank entries in Sage X3.

Create and validate requisitions, purchase orders and receipts via workflow:

• Simplify requisition creation by adding attachments.
• Automate requisition validation.
• Automatic generation of purchase orders.
• Receipt management.
• Automatic reconciliation of purchase orders – receipts – invoices.
• Real-time budget monitoring and reporting.

An automated, contactless and industrialised process:

• AI, machine learning and RPA: automatic real-time capture of invoices thanks to automatic data recognition and automatic charging and reconciliation mechanisms … with no prior configuration or model required
• Big data: shared database of over 200 million documents and over 1 million suppliers
• YoozStamp and YoozSmartSplit: 100% of captured electronic or paper documents are automatically separated.

Accept and validate invoices and payments, and issue electronic payment orders:

• Intelligent workflow to validate purchases, invoices and payments.
• On the move: Capture, validate and view documents on smartphones and tablets.
• Add attachments to facilitate decision-making.
• Integrated messaging for internal and external collaboration and information sharing.

Legally archive and consult all your electronic documents:

• Electronic management of all types of documents (invoices, orders, deliveries, human resources, legal, technical, etc.) in all formats.
• Automatic identification and full-text indexing of all documents
• Digital stapling and filing of supporting documents: offers, contracts, delivery notes, etc.
• Archive for real-time consultation via Google-like multi-criteria search
• Create, view and optimise your KPIs in real time with YoozReports.

Benefit from the highest levels of security and compliance:

• Statistical Analysis: Detection of non-standard amounts from historical data and usage – detection of duplicates.
• Robotic Process Automation (RPA): systematic and automated application of internal control rules.
• Traceability: history of interventions allowing the identification of the fraudster and his actions.

Take control of your budget to make faster, more informed financial decisions for your business and benefit from a management tool that’s fully integrated with your accounts payable automation platform.

• Simplify requisition and invoice processing by giving your users a real-time view of the usage of different sections of the budget.
• Oversee the management of your budget with a global dashboard.

The first real-time performance analysis tool seamlessly integrated into your accounts payable automation solution for:

• Quickly identify obstacles.
• Optimise payment times.
• Predict cash flow.
• Monitor cost centres in real time.
• Visualise and optimise key performance indicators.

• Master data (reference data) is synchronised from Sage X3 to Yooz for the following entities: Suppliers, Customers, Chart of Accounts, Analytical Accounts, Tax Rates, Payment Terms, Users, and Items.
• Near real-time updates: Any creation, modification or deactivation of an item (such as a supplier or account) in Sage X3 automatically updates the Yooz application without human intervention.
• Data reliability and uniqueness: Sage X3 remains the master system. This eliminates duplicate entries (and the associated risk of errors) and ensures that Yooz workflows use information that is strictly identical to that in the ERP.
• Elimination of flat files: Native API integration avoids the cumbersome and outdated management of imports/exports via flat files (CSV, TXT).
• Accelerated deployment: An integrated “data migration” function allows for the bulk transfer of all existing data during the initial project set-up, which significantly speeds up the implementation of Yooz.

• Sending purchase orders, goods receipts, supplier returns and sales invoices to Yooz.
• Receiving purchase invoices (with reconciliation of order/receipt lines) and validated third-party supplier invoices from Yooz.
• Data is synchronised automatically in near real time

• Accounting feedback: When an invoice is approved in Sage X3 (generation of the accounting entry), the connector automatically sends the accounting document number and the date of integration into the ERP back to Yooz.
• Payment feedback: As soon as a supplier payment takes on the status “In Bank” in the ERP, Sage X3 sends Yooz confirmation of the payment, including the amount paid and the payment date.
• Authorisation status: The information sent back also includes validation details and the payment authorisation status (Approved for payment) from the ERP.
• This provides complete visibility and autonomy: Users working in Yooz can instantly see whether an invoice has been received, posted and paid in Sage X3, without needing to log into the ERP to check.
• This workflow secures the Procure-to-Pay (P2P) process, ensuring seamless, end-to-end synchronisation between the digitalisation tool and the ERP.
• Easier cross-referencing: The display of the Sage X3 document number in Yooz allows accountants to easily search for a document across systems, according to their working habits:
• Workflow security: The posting confirmation allows you to set conditions for steps in Yooz, for example, by blocking the approval workflow until the invoice has been definitively posted without errors in the ERP system.

• Management of Yooz custom fields
• Tools for monitoring and supervising data flows
• Integrated automatic connector update function
• Bulk data import features
• Email workflow triggered when an error is detected, to track exchanges between the two applications