Invoice-to-Pay Automation built-in to D365 Finance & Operations and Dynamics AX

Learn how your supplier invoices process can be automated to reduce human error, achieve AP efficiencies and allow management to make important decisions without delay.

The ExFlow AP Automation product is built into D365, certified in MSFT AppSource and is the solution of choice by organizations around the world. Features you can count on...

• 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)