Automate and digitize vendor invoice process in Dynamics 365 Finance & Supply Chain Management.

Save time, money, and resources to reduce administrative cost in the Vendor invoice process. Reduce manual tasks and eliminate errors caused by manual data handling to improve quality.

Vendor Invoice Workflow is based on standard invoice handling in D365F&SCM and utilizes standard Workflow mechanism, Organizational hierarchies, Signing limits and the Document Viewer. It is based on the standard invoice register which has been enhanced with few extensions closing gaps and make the ease of use better.

The solution is delivered with pre-configured formats for importing (OIOUBL, OIOXML, Readsoft Invoice, Readsoft Online, Lasernet and Paperflow) and has a build-in staging functionality to track incoming invoices with the possibility to correct minor errors in the received.

It is fully integrated with Purchase Orders with stock/non-stock items and categories, General Ledger, Tax & Accounts Payable, Fixed Assets, Projects incl. Budget and Ledger accruals whilst supporting intercompany posting and handling accruals.

Selected features:

• Has a set off out of the box predefined roles supporting the work with the Invoice workflow whilst minimalizing the license need
• The Image of the invoice is visible from various relevant places in D365 F&O
• When working with PO Invoices,
• the invoice can be matched to a specific packing slip, order waiting for goods received and/or invoice element (charges, totals)
• there is support for sending reminders to approvers
• and Posting is done to invoice register when invoice received
• For other (Cost) invoices,
• it is possible to define a predefined account distribution and maintaining transaction texts for P/L (enabling using a Team members License for approval)
• and dimensions on transactions can be set from the user handling the invoice