Topics: Syncrofy |

ICYMI: How Syncrofy Helps You Stay on Top of Critical Business Processes Before Significant Problems Arise

By: Pasquale Gatti | December 19, 2018

We realize that having the ability to catch discrepancies within your EDI data before they become major issues is critical. That’s why earlier this year we published a series of blog posts that examined how Syncrofy’s various features can help you stay on top of your critical business processes, identify potential issues, and promote accountability throughout your team.

Here’s a quick recap of some key takeaways and links to the full posts for your reading pleasure:

Staying on Top of a Tricky Trading Partner

Missed payments, partner exceptions, sent/received documents (e.g. Functional Acknowledgments), and various technical issues can all manifest themselves into larger problems without the right tracking tool in place. In our post on trading partners, we outlined how Syncrofy enables you to work more closely with your EDI data and set notifications for irregularities that may occur within the transactions you have with those partners. Allowing you to proactively plan for issues that may occur and solve them quickly.


Let’s say you wanted to take a look at trends regarding your trading partners. Dashboards allow you to create dynamic visuals to help you do just that. For example, you can create a bar graph displaying your top five partners with the most exceptions. This enables you to highlight areas of concern relating to specific partners. Waiting for your partner to send a document? Set up a notification. Missing a 997? You can configure a document filter or run a report.


For most businesses, transactional processes end up being a messy, convoluted nightmare that costs tons of money and creates major headaches. But with Syncrofy, that kind of stress can be a thing of the past. Syncrofy’s Exceptions allow you to set up rules to automatically monitor for errors and receive contextual alerts on SLA and value exceptions, allowing you to take action before they become major concerns.


For example, not receiving a payment from a partner can be extremely troublesome and if not discovered early can be a huge time-waster for your team while attempting to track down the money and resolve the issue. Exceptions can help you make faster decisions, avoid costly errors, and reduce the time-related expenditures of IT by enabling you to directly interact with your EDI data.

Alerts & Notifications

How many times have you wished you were able to automate tasks like confirming a receipt of a document, ensuring a PO was sent, or identifying an exception to a late shipment? Even if you think you’ve got them covered, one slip-up (forgetting to check) can cost your business significant fees or chargebacks. So why take the risk?


Revisit our post on Syncrofy’s alerts and notifications to learn how they can provide you with real-time visibility into the crtical business processes that matter most. Did you know you can set notifications, both in-app and via email, to alert you on document events and user activity that occur within the system, allowing you to identify and correct them before they become costly mistakes? And that’s not all they can do!


What if there was a way to visualize all of your documents in a timeline format and track the lifecycle of each one and every associated document with them? A way to stay on top of document processes so you don’t have to manually search for every single one?


You can do it all with Timeline in Syncrofy. Timeline allows users to track the entire lifecycle of a document, providing full transparency into the date and time of creation, associated documents, and exceptions. It can also save you when it comes to obtaining full transparency on every document process in your organization. Even regarding specifics you weren’t even made aware of—making the old saying, “you don’t know what you don’t know” completely obsolete.

To learn more about the power of Syncrofy and what it can do for your business, visit To check out all of our previous blog posts, go to

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