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ExFlow - Accounts Payable Automation

SignUp Software AB

Accounts Payable Automation in Dynamics 365 for Finance and Operations

Choose profitability over administration

ExFlow is an add-on module for Dynamics 365 Finance and Operations that streamlines and rationalises the accounts payable process. The easy-to-use app increase control, efficiency and saves both time and money. Get full transparency throughout the process. A complete log of all accounting transactions with their respective approval transactions provide a failsafe audit trail.

Matching elevated

ExFlow fully cover the PO to Invoice process, matching invoices with the corresponding Purchase Order. The system identifies any discrepancies and either approve the invoice automatically or send it on based on the configured approval workflow.

Compliance

Increasing regulations on corporate data makes compliance a growing priority for companies. However, the laws are complicated and differ from country to country, making it especially hard for global corporations to comply, and the penalties for non-compliance can be significant.

When managing the AP process though ExFlow, you use the rules, validations and regulatory requirements already implemented and proven in your ERP solution. Working inside the ERP system, ExFlow is able to fully utilise all Dynamics standard functionality to ensure compliance in this key process.

ExFlow Standard Functionality

  • Invoice Import – coding and send out for approval.
  • Match supplier invoices with purchase orders - Match purchase order invoices and send out for approval if price or quantity differs.
  • Automating vendor invoices - Post approved invoices via batch jobs.
  • Roles and Approvers - Setup users/approvers that will be a part of the approval routes in ExFlow.
  • ExFlow Approval Page - Approval, account entry, attachments and comments (The approver can code the invoice before it is finally approved)
  • Approve invoices inside Dynamics 365 or in the ExFlow web app with a modern and intuitive design making it easy for the approvers to adopt.
  • Accrual for estimated cost - Accrue all non-posted invoice via a general journal.
  • Full support for mobile devices provide complete freedom and access to the same functionality as the standard ExFlow Approval Page – the inbox, all accounts, dimensions and rules.
  • Final posting - The invoice is posted into the general ledger.
  • Clear summary of invoices awaiting approval - The AP department can run reports to get an overview of all invoices waiting for approval.
  • Searches and reports -The approver can search and filter on invoices.
  • Power BI reports using direct queries (entity store)

Quick and Profitable

A rapid start-up process can get the system up and running in just a few weeks. AP staff continue to work in their familiar Dynamics environment reducing training. Installation without integrations generate lower costs for future upgrades.

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