Connect Access Financials to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Access Financials and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Access Financials EDI
XEDI connects Access Financials with trading partner EDI so invoices and credits move without re-keying, and orders reach whichever part of your Access estate is meant to fulfil them.
One managed platform, no custom code
XEDI maps Access Financials to your trading partners and validates every document, so data flows straight into the systems your teams already use.
Financials is usually one part of a wider Access footprint
Access sells a broad range, and customers rarely run Financials in isolation. There may be a warehouse product, a workforce product, something vertical for your industry, all under the same vendor and sharing some data and not other data.
That shapes the work. A trading document has to reach the module that owns the relevant record, and the finance system is often the end of the chain rather than the whole of it. Establishing the footprint first avoids building against the wrong module.
Finance documents fail on references rather than on format
An invoice that cannot be matched becomes a query, and a query becomes somebody's afternoon. The usual causes are unglamorous: a missing order reference, a delivery note number that does not correspond, tax expressed differently from how the partner expects to read it.
Those are checked before a document leaves or lands, against what the order and delivery actually say. The exceptions that reach your team are then real ones rather than formatting, which is the difference between automation helping and automation adding a queue.
What your team sees day to day
You get an EDI mailbox and a portal that behaves like an inbox, so partner documents arrive in one place rather than as attachments across several mailboxes.
For sales, the order turns into the despatch advice adjusted for what actually shipped, carrying SSCC pallet labels, then into the invoice once delivered, with its delivery confirmed in the dashboard. For purchases, supplier documents arrive validated and ready to match.
The integration sits over that workflow and automates it against the Access modules that own each step. Our API suits finance teams wanting finer granularity for reporting.
Documents you can exchange
- Sales invoices raised from Access Financials
- Credit notes against the invoice being corrected
- Purchase invoices arriving for matching
- Trading partner orders routed to the fulfilling system
- Remittance and payment detail
Built for Access Financials teams
Whoever owns Access Financials in your business, XEDI keeps EDI accurate and hands-off.
- Finance teams on the Access platform
- Accounts payable and receivable
- Finance systems administrators
- Shared service operations
- Businesses running several Access products together
Access Financials EDI document types
Direction depends on whether you are buying or selling in a given relationship, which is settled at scoping.
| Document | What it carries | Direction |
|---|---|---|
| Sales invoices | Raised from Access Financials carrying the order and delivery references a customer matches against. | Financials to customer |
| Credit notes | Issued against the invoice being corrected, referenced so it can be applied automatically. | Financials to customer |
| Purchase invoices | Supplier invoices validated against the order and receipt before they reach your ledger. | Supplier to Financials |
| Purchase orders | Orders issued to suppliers where the Access estate is on the buying side. | Financials to supplier |
| Remittance advice | What has been paid and what has been deducted, so allocation is not reconstructed by hand. | Either direction |
| Trading partner orders | Customer demand routed to whichever Access module owns fulfilment. | Customer to your estate |
How to connect Access Financials with EDI using XEDI
The first question is which Access products carry which part of the chain. The sequence below is what onboarding looks like from your side.
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01
We scope which parts of the Access estate you run, since Financials is often one module among several.
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02
We build the mapping between each partner's documents and your Access customers, suppliers and nominal structure.
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03
We configure validation so an inbound document carries what it needs before it reaches Financials.
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04
We prove the invoice and order flows against what each partner requires and against how your estate is arranged.
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05
You get finance documents moving without re-keying, and we keep it aligned as your Access footprint grows.
Ready to connect Access Financials?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Access Financials EDI
Common requirements
- Which Access products you run
- Customer, supplier and nominal structure
- Tax and analysis treatment
- Matching rules for purchase invoices
- The partners you trade with
What we need from you to build it
Only what we cannot hold for you. Partner requirements sit with us already; what we need is the shape of your Access estate.
- Access products in use
- Which modules you run alongside Financials, since a document has to reach the one that owns the record.
- Customer and supplier records
- Each partner mapped to the right account, with the alternate references they quote on documents.
- Nominal and tax treatment
- How trading documents should be coded, because an invoice can be accepted by a partner and still be wrong internally.
- Matching rules
- What your team will accept without intervention on quantity, price and tax, so validation is set to the same line.
- The partners you trade with
- Customers, suppliers or both, now and later. Their formats are already held by us.
Why suppliers choose XEDI for Access Financials
- Partners on both sides are commonly connected already, so finance flows can start before the Access estate is fully mapped.
- Documents reach the Access module that owns the record rather than the one easiest to connect to.
- Purchase invoices arrive validated against the order and receipt, so your team handles genuine exceptions.
- Nominal and tax treatment is agreed up front, so a document can be right for the partner and right internally.
- Adding a trading partner is our work rather than another finance systems project.
- If a partner disputes a document, it comes to us and we correct it before it becomes a reconciliation problem.
Does this cover more than Access Financials?
Yes, where you run other Access products. Trading documents have to reach whichever module owns the relevant record, and finance is often the end of the chain rather than the whole of it.
Can supplier invoices be matched automatically?
They are validated against the order and receipt before reaching your ledger, using the same tolerances your team applies, so what arrives as an exception is genuinely an exception.
What about remittances?
Where a partner sends remittance detail it is received and reconciled against your invoice record, so allocation does not have to be reconstructed by hand at month end.
Plan your Access Financials EDI setup
Everything you need to scope, map and go live with Access Financials, in one place.