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Getting started with KashFlow EDI
XEDI connects KashFlow with trading partners so EDI orders, fulfilment updates and invoices can move between your business system and your customer network with less manual processing.
Common KashFlow EDI documents
- Purchase orders
- Order acknowledgements
- Despatch advice and ASN messages
- Invoices
- Credit notes or inventory updates where required
Typical users
- Suppliers and manufacturers
- Wholesale distributors
- Operations and fulfilment teams
- Finance teams
- EDI coordinators
How to connect KashFlow with EDI using XEDI
- Confirm the KashFlow records, fields and workflows that should exchange EDI data.
- Map trading partner documents to the right customers, items, locations and finance fields.
- Configure validation, connection routing and exception alerts in XEDI.
- Test the required document flows with each trading partner.
- Monitor live transactions and refine partner-specific mapping rules.
Common requirements
- KashFlow access or import/export method
- Customer, supplier, product and location identifiers
- Trading partner EDI specifications
- Invoice, tax and fulfilment rules
- Connection method such as AS2, SFTP, API or mailbox routing
KashFlow EDI integration FAQs
Can XEDI integrate KashFlow with EDI trading partners?
Yes. XEDI can connect KashFlow workflows with trading partner EDI requirements and automate common order, fulfilment and invoice document flows.
Which documents can be exchanged with KashFlow EDI?
Common flows include purchase orders, order acknowledgements, despatch advice or ASN messages, invoices and credit notes where required.
XEDI is fully compliant with all of KashFlow EDI requirements, which requires suppliers to process orders & invoices.
