Replay webinar RFE & Sage X3

Introduction to the Webinar on Sage X3 Compliance

Welcome and Overview

• The webinar is hosted by Clémence, introducing the topic of simplifying compliance with Sage X3.

• Presenters include Jérôme Bousso, a pre-sales consultant at Sage, and Philippe Laviolette, project manager for business development at Absyscyborg.

Company Background

• Absyscyborg has 35 years of experience with 600 employees and a projected revenue of €95 million in 2024.

• They support 3,300 clients through deployment and support services across 13 national agencies and two international offices in London and Brussels.

• Their core business focuses on integrating management solutions along with various services including consulting, specific development, hosting, and assistance.

Focus on Electronic Invoicing Reform (RFE)

Current Context

• The discussion centers around the upcoming RFE reform that will impact electronic invoicing starting next year.

• Jérôme highlights that Sage has been approved as a compliant platform since December 19, 2025, enabling it to issue and receive electronic invoices while communicating with tax authorities.

Digital Transformation Insights

• Beyond regulatory compliance, Sage aims to enhance digitalization within businesses as an opportunity for growth.

• According to FranceNume.gov statistics, many companies view digital transformation positively; however, only half prioritize it significantly due to cybersecurity concerns.

Benefits of Digitalization Through Electronic Invoicing

Role of Electronic Invoicing

• Electronic invoicing acts as a catalyst for broader digital transformation but represents just a small fraction of potential benefits from digitization efforts.

Compliance Readiness

• Clients using Sage X3 are already equipped for compliance with the new regulations without additional costs up to an annual limit of 60,000 transactions included in their subscription.

• This includes both incoming and outgoing invoice flows along with minimal reporting requirements.

Platform Overview and Benefits of Sedge Network

Introduction to Sedge Network

• The Sedge Network offers 60,000 billing flows included in its service, with additional invoice packs available at attractive rates for high-volume businesses.

• This interconnection platform enhances compliance beyond basic requirements by connecting various solutions and services to the Sage solution.

Tech Partner Solutions

• The platform supports Tech Partner solutions, including invoice acquisition, archiving (G archiving), recovery, and e-procurement services that can be interconnected through the network.

• It functions as an API platform allowing integration with various complementary solutions alongside Sage X3 systems.

Integration Advantages

• The integration of the approved platform is seamless; it connects directly without needing additional interfaces due to existing links.

• Native integration ensures smooth communication between management solutions and the approved platform, enhancing billing flow efficiency.

Evolution and Flexibility

• The approved platform evolves alongside connected management solutions through a shared roadmap, ensuring compatibility and fluidity in operations.

• Open connectivity allows for easy integration with public services via the interconnection unit, facilitating diverse solution connections within existing information systems.

Importance of Registration on Approved Platform

Urgency for Registration

• Businesses must register on the approved Sedge platform promptly to ensure readiness for upcoming regulatory changes effective September 1st, 2026.

• Registration signifies a choice recognized by administration in the public invoicing portal directory, crucial for correct invoice routing.

Final Thoughts on Platform Choice

• Delaying registration could hinder businesses from being prepared by the deadline; thus immediate action is recommended regardless of which approved platform is chosen.

Sedge Network Features Included in Subscription

Key Elements of Subscription

• The Sedge Network serves as both a hosting environment for the approved platform and includes a collaborative portal as part of subscriptions without extra costs.

• While some other solutions may incur charges, both the approved platform and its collaborative portal are integrated into subscriptions at no additional cost.

Portail Collaboratif et Flux de Facturation

Introduction au Portail Collaboratif

• Le portail collaboratif est essentiel pour gérer l'inscription à la plateforme agré, permettant également de visualiser tous les flux transitant par celle-ci.

Fonctionnement de la Plateforme Agré

• La plateforme agré fonctionne comme une boîte noire, où des flux XML transitent. Ces flux ne sont pas toujours lisibles à l'œil humain, rendant leur interception difficile.

Objectif du Portail

• L'objectif principal du portail est d'offrir une interface lisible pour les flux de facturation entrants et sortants.

Fonctionnalités Complémentaires

• En plus de la visualisation des flux, le portail pourrait inclure des fonctionnalités supplémentaires telles que la gestion des litiges et des relances, bien que cela puisse nécessiter un coût supplémentaire.

Détails sur les Flux Entrants

• Les flux entrants proviennent des fournisseurs qui choisissent leur propre plateforme agréée pour envoyer leurs données via XML vers CIGS 3.

Gestion des Données et Interactions avec l'Administration Fiscale

Transmission aux Autorités Fiscales

• Les données envoyées par CIGS 3 passent par le portail public de facturation avant d'être transmises à l'administration fiscale, qui contrôle ces informations.

Limites Techniques dans le Traitement des Données

• Les flux intégrés dans CIGS 3 contiennent principalement les en-têtes et pieds de facture sans détails sur les lignes individuelles en raison de contraintes techniques.

Automatisation et Avantages du Système

Automatisation du Rapprochement

• Une solution de dématérialisation peut automatiser le rapprochement entre les commandes et réceptions basées sur les références présentes dans le flux XML.

Traitement Équitable des Factures Internationales

• La solution permet également de traiter efficacement les factures papier ou PDF provenant de fournisseurs internationaux, assurant un traitement équivalent aux factures électroniques nationales.

Archivage et Gestion Documentaire

Absence d'Archivage Intégré dans la Plateforme Agré

• La plateforme agré ne propose pas d'options d'archivage intégrées; son rôle se limite à véhiculer divers types de flux sans obligation d'archivage.

Importance du Système GED

• Bien que certaines plateformes aient intégré l'archivage après coup, ce n'est pas une exigence initiale pour la fonction principale du système.

Archiving Solutions and Invoice Management

Overview of Archiving Solutions

• The platform does not provide legal archiving capabilities as per sections 7.3 and 10.3, necessitating a solution (referred to as J) for managing the archiving of billing flows from the approved platform.

Incoming Billing Flows

• Consideration is given to solutions other than SAGE X3 that may need to receive billing flows from the approved platform within their information systems.

• A connection can be established between these alternative solutions and the approved platform using a public API, similar to existing links with SAGE X3.

Outgoing Billing Flows

• The outgoing flow involves SAGE X3, which is recognized as a compatible solution capable of producing standardized files in one of three required formats: I, UBL, or Facturix.

• SAGE X3 has chosen UBL format for generating invoices that can be transmitted without issues through the approved platform.

Data Routing and Client Interaction

• The approved platform will query a public billing portal and an enterprise directory to collect routing data for invoices, ensuring proper delivery to clients registered in this directory.

Compatibility with Other Solutions

• Alternative solutions may either be compatible like SAGE X3 or continue producing traditional PDF invoices.

• For non-compatible solutions producing PDFs, there are proposed methods for digitization that involve extracting information from PDFs to create standardized files acceptable by the approved platform.

Collaborative Portals and User Interface

• Introduction of a collaborative portal named "Sedge Connect," which visually represents all transaction flows (incoming/outgoing), enhancing visibility compared to XML flow readings which remain inaccessible.

Invoice Generation Process

• An example illustrates generating an invoice from either client sales or accounting invoices, demonstrating how these processes lead up to sending an invoice.

Automation Steps in Invoice Processing

• After validating an invoice, background tasks automate preparation steps by transferring relevant information into a temporary table for file generation processing.

XML Data Preparation and Mapping Process

Isolating Information for XML Generation

• The process begins with isolating necessary information from the XML file into a dedicated table, which is crucial for preparation.

• This isolated data will be mapped to the expected tags in the XML file, ensuring all required billing information is present before generating the final document.

Invoice Generation and Validation

• In the invoice generation assistant, once mapping is complete, no errors are indicated (e.g., nothing appears in red), confirming successful mapping of the flow.

• A snapshot of data will be created to extract relevant information from the table for generating the XML file.

Sending and Visualizing Data Flow

• After generating the XML file, it is sent to an approved platform; this marks a transition where visual control over the flow diminishes.

• Users can still visualize elements sent through this billing flow, although generated XML may not be human-readable due to formatting issues.

Client Interaction with Received Invoices

• Once received by an approved platform, invoices become available for clients to integrate into their information systems.

• The reverse mapping process occurs here as well; it ensures that data from the XML aligns with what X3 expects for proper integration.

Handling Mapping Results and Invoice Creation

• Upon retrieving elements post-mapping, if there are no errors (nothing in red), it indicates correct mapping; otherwise, adjustments are needed.

• Users must specify whether they are generating a purchase invoice or a supplier invoice based on system settings. Manual configuration may require user input at times.

Finalizing Invoice Details

• Once created within X3, invoices include header and footer details derived from the XML while requiring manual entry of line items such as quantities and amounts.

• Automation solutions like dematerialization tools can streamline this process by reducing manual intervention needed during invoice validation.

Visual Representation of Billing Flows

• The visual aspect allows users to see both outgoing and incoming flows related to invoicing clearly.

• It’s essential that generated documents meet readability standards set by tax authorities while providing clear translations of underlying XML data.

XML Invoice Visualization and Management

Overview of XML Invoice Structure

• The XML flow allows for the visualization of invoices, presenting a transcription of all tags in the XML file alongside their corresponding values.

Enhancements to Invoice Presentation

• The invoice body includes item lines, making it more visible than the raw XML file. Users can also opt to attach the original invoice document (e.g., Crystal Report) for better visual representation.

Additional Attachments and Compliance

• In addition to the primary readable format required by FIXML1, users can include supplementary attachments such as the original invoice or other relevant documents if necessary.

Tracking Invoice Lifecycle

• The collaborative portal enables tracking of invoice statuses throughout their lifecycle, showing when they were deposited, made available, sent to clients, and approved or rejected.

Integration with Management Solutions

• The platform integrates various solutions and services through interconnectivity with management systems and an approved platform for enhanced functionality.

DataClean & Control: Ensuring Data Quality

Purpose of DataClean & Control

• This solution updates third-party references to align with requirements set forth by recent reforms regarding identifiers in electronic invoicing.

Connection to Existing Databases

• It connects to INSEE's Sirene database for essential information needed for electronic invoicing compliance. Future releases will enhance this connectivity further.

Creation of New Third Parties

• When creating new third parties, DataClean & Control helps ensure accurate data entry by sourcing correct identifiers from existing databases at creation time.

Duplicate Identification and Correction

• The tool identifies duplicates within third-party references (e.g., VAT numbers), allowing users to address these issues proactively during data management processes.

Evolving Capabilities for European Compliance

• As part of ongoing developments related to European electronic invoicing directives, there are plans to extend similar functionalities across other EU countries' equivalent databases.

Evolution of Cédic3 and Roadmap Insights

Overview of Evolution and Roadmap

• The evolution of Cédic3 is highlighted, emphasizing its continuous development alongside the approved platform. The roadmap is crucial for operational advancements.

• Discussion on the ongoing evolution of various solutions, including CEDG3 and collaborative portals, indicating a commitment to continuous improvement with future updates expected by 2026.

E-Reporting Developments

• Introduction of e-reporting features is anticipated as technical specifications from tax authorities are finalized, allowing for necessary modifications in CXO3.

• Clarification that new releases will allow access to functionalities without requiring users to adopt the latest version immediately.

Backporting Features

• Users will have access to electronic invoicing features from previous releases (up to 2024 R1), even after the release of 2026 R1, ensuring continuity in service.

• A patch will be produced post-release containing only electronic invoicing functionalities for earlier versions like 25R2 and 24R2.

International Compliance in Electronic Invoicing

Adapting to European Directives

• The European directive Vida influences electronic invoicing practices across different countries, necessitating adaptations in solutions like 7x3.

• Variations in electronic invoicing approaches among countries: France uses approved platforms; Belgium employs a European network without such platforms; Germany still relies on email-based systems.

Compatibility Across Regions

• Emphasis on maintaining compatibility with diverse national regulations regarding electronic invoicing formats while evolving with legislative changes across Europe.

Q&A Session Highlights

Questions Regarding Platform Capabilities

• Inquiry about PASage's lack of GED or invoice archiving solutions; it’s clarified that archiving responsibility lies with clients rather than the approved platforms.

Notification Features

• Discussion on notification capabilities for invoice deposits; if a client’s platform does not provide notifications, automated emails can be sent through Sedge Connect to inform clients about available invoices.

Legacy System Integration

• A question arises regarding how users with an older version (V5 of Sage X3) can utilize services on the Sage platform. Further details were not provided within this segment.

Integration of Version 5 with Sage Network

Compatibility and Mapping Challenges

• The version 5 is not compatible with Sage Network, but TED-Escar can connect to it and facilitate changes without requiring further evolution.

• A mapping process will be necessary to ensure compliance with the new system.

Interfacing Applications

• It is possible to interface an application generating invoices in Factor X format with Sage's PA, or alternatively through Jigs 3 for data transfer.

• The platform can handle multiple formats (including UBL) and convert between them as required by clients.

Automation of Data Processing

• Automation of data processing actions is feasible; invoices can be sent automatically rather than individually using CEDX3 subscription mechanics.

• To automate the reconciliation between purchase invoices and orders, TED-Escar retrieves invoices from the platform and matches them against corresponding orders based on detected order numbers.

Accessing New Features

• The latest version (2024 TR1) is available for access via a standard URL and identification process, although some functionalities are still being developed.

• Administrative steps are required to update license keys for accessing new features within the system.

Data Clean & Control Module Availability

Accessibility Without APA or Network

• The Data Clean & Control module will be available even without having APA or network access, provided users meet certain version requirements starting from 2024 R1 minimum.

Cost Implications

• The Data Clean & Control module is a paid option; only specific elements like the approved platform and collaborative portal are included in subscriptions at no extra cost.

• Other solutions related to the network, including Data Clinic Control, incur additional charges beyond standard subscriptions.

Handling Client Invoice Refusals

Obligations in Case of Invoice Refusal

• In the event of client invoice refusals, it is essential to generate corrective invoices as a mandatory obligation.

• The process for handling a refused invoice involves creating a credit note and subsequently issuing a new invoice to correct the issue, which is part of compliance with regulatory reforms.

Conclusion of the Webinar

• Acknowledgments were made to Jérôme and Philippe for their contributions during the webinar, highlighting gratitude towards participants for their questions.

• The session concluded with an invitation to explore future webinar topics available on the website abscesseciborg.com under the "events" section.