Send with one click
From an invoice, purchase order, or note, click "Send via Adm Cloud" and the document lands in your customer's or vendor's inbox. No exporting, no attachments, no emails.
BETA · Adm Cloud Xchange
Your documents travel on their own between companies
If your customer or vendor also uses Adm Cloud, send them an invoice, a purchase order, or a note directly through the system. On the other side it automatically becomes the matching document — no re-keying, no PDFs, no errors.
Exchange
Invoices
Purchase orders
Credit memos
Debit memos
4document types
1click to send
0data re-keying
0emails with PDFs
What is Xchange?
A company-to-company document inbox, inside your ERP
Adm Cloud Xchange lets you send and receive transactions to and from other companies that also run Adm Cloud, and automate their entry. What is a sales invoice for you is born on the other side as a vendor bill — with its items, prices, taxes, and terms intact.
Records itself
On receipt, Adm Cloud creates the equivalent transaction in the destination company: items, quantities, prices, discounts, taxes, lots, serials, and payment terms, all copied over.
Connect with your network
The Company Directory brings together the businesses that use Adm Cloud. Get listed to discover trading partners and enable direct document exchange.
How it works
From one company's document to the other's
A single business event is recorded once and serves both companies. Here is how a purchase order travels and becomes a sales order:
A
Sending company
Issues the original document
Purchase order
Approves and clicks "Send"
B
Receiving company
Gets it already recorded
Sales order
Created when they click "Receive"
1
Get listed in the Company Directory
Turn on "Show my company in the Company Directory". It is the requirement for sending and receiving documents through Xchange.
2
Link your customer or vendor
On the customer or vendor record, specify their Adm Cloud company. That link tells the system where each document should go.
3
Send the transaction
From the document, click "Send via Adm Cloud". It will appear in your Sent tray and in the recipient's inbox, under To process.
4
The recipient receives it
With one click on Receive, Adm Cloud creates the equivalent document in their company. They can also discard it or mark it as processed manually.
Supported documents
Every document finds its match
Xchange knows how to convert each transaction type into the document that belongs to the company on the other side. These are the conversions available today:
You send
Credit invoice
Received as
Vendor bill
You send
Purchase order
Received as
Sales order
You send
Customer credit memo
Received as
Vendor credit memo
You send
Customer debit memo
Received as
Vendor debit memo
Your document inbox
Every exchange, under control
Each document has its place and its status. You know what you sent, what came in, what you already recorded, and what you chose not to process — and you can always reprint the original.
Received, to process
The inbox: documents other companies sent you that are waiting for you to receive, discard, or process them.
Received, processed
The documents you already received and that were recorded as transactions in your company.
Received, discarded
What you chose not to record. It stays archived, and you can set it back to pending whenever you need to.
Sent
Everything your company sent to others, with date, type, and who published it. You can delete a sent document as long as it has not been processed yet.
Benefits
Less typing, fewer errors, more speed
Xchange turns the back-and-forth of documents between companies into an instant, reliable process.
Zero double entry
The document one side issues, the other records without re-keying a single line.
Faithful data
Items, prices, discounts, taxes, lots, serials, and terms are copied exactly as they were at the source.
Instant delivery
The document arrives the moment it is sent. No more waiting for the email with the PDF attached.
Aligned catalogs
With SKU-based synchronization, every received item is linked to the right product in your inventory.
Full traceability
Sent, received, processed, and discarded: every document with its date and who published it.
Respects your permissions
Sending and receiving require the same privileges as creating those documents in the system.
Validated taxes
Xchange verifies that tax rates match between both companies before recording.
Multi-company
Works between separate companies and, with the subsidiaries scheme, between your own as well.
Availability
What you need to use it
Adm Cloud Xchange is in beta and is enabled based on your Adm Cloud edition.
Based on your edition
Xchange is enabled in the Adm Cloud editions where it is available. It appears in the menu when your edition includes it.
Listed in the directory
Your company must be visible in the Company Directory to send and receive documents.
Active account, not a trial
Companies in trial mode cannot be listed in the directory or exchange documents.
Frequently asked questions
We answer your questions
What exactly is Adm Cloud Xchange?
It is a company-to-company document inbox inside Adm Cloud. It lets you send and receive transactions to and from other companies that also use the system, and automate their entry: one company's document becomes the equivalent document in the other.
Does the other company also have to use Adm Cloud?
Yes. Xchange connects companies that run on Adm Cloud. Both must be listed in the Company Directory and have their business relationship (customer or vendor) linked so that documents can travel between them.
Which documents can I exchange?
Today: credit invoice (received as a vendor bill), purchase order (received as a sales order), and customer credit and debit memos (received as their vendor equivalents).
Are items and taxes copied correctly?
Yes. On receipt, Adm Cloud carries over items, quantities, prices, discounts, units of measure, lots, attributes, serials, and payment terms. It also validates that tax rates match between both companies and, if you enable SKU-based synchronization, links each item to the right product in your inventory.
Is the entry automatic, or am I in control?
You are in control. The document lands in your "Received, to process" tray and you decide: Receive (creates the transaction in your company), Discard, or Mark as processed. Nothing is recorded without your action.
Is it available on my account?
Xchange is in beta and is enabled based on your Adm Cloud edition. If your edition includes it, you will see "Adm Cloud Xchange" in the menu. Keep in mind that trial accounts cannot exchange documents yet.
Let your documents travel on their own
Get listed in the Company Directory and start exchanging documents with your Adm Cloud customers and vendors.