Tranch enables you to fully integrate your invoice delivery and payments platform with your ERP in order to seamlessly send, track, and collect client invoices.

How we approach integrations at Tranch:

SFTP Integration Workflow:

The process is initiated from the vendor by the batch uploading of customer account, company, and invoice data, along with the invoice attachment. Tranch then picks up, cleans, and formats this data to send to the customer for automatic checkout notifications.

The client then receives a unique link to pay for their invoice securely on the Tranch platform.

We work with Aderant, Elite, other ERP and also linked systems e.g. iManage, ExpertImage.

Requirements:

Types of Data

The data groups required to create and send invoices to customers.

• Person Details - the person to whom the invoice is sent
• Client details - a company or individual
• Invoice details - a single invoice per row
• Invoice attachment details - a single attachment belonging to the invoice

Invoice Attachments The format to be used when transferring invoice attachments to SFTP server.

• File Formats: .PDF, .PNG, .JPG, .JPEG
• File Title: <invoice_attachment_reference>.<fileformat> or <invoice_identifier>.<fileformat>