Let Invoice Workflow do the work
From automated receiving and the efficient approval process to posting and archiving
Data is downloaded automatically
The automatic download of invoice data will save you both time and trouble. The system checks for duplicates, and it will match payment terms, prices, amounts, VAT and dimension codes related to the purchase order.
Business Central identifies the invoice automatically
When the purchase invoice has landed in Dynamics 365 Business Central, the system will identify the invoice based on a pre-set template and automatically proceed to approval.
Approve on any device
Right after an invoice is sent for approval, the person who needs to approve it will be notified via email. And approval can be done on any device.
The approver will see the invoice on the online portal and can check it, leave a comment, enter a job number or project code, and approve with a single click. It is also possible to reject or forward the invoice to someone else. It’s all done in seconds in one workflow.
Quickly ready for posting and easy to edit
When the document has been approved, it is ready for posting in Dynamics 365 Business Central. With Invoice Workflow, work on purchase invoices is distributed more evenly throughout the month, creating a better workflow and a higher level of continuous insight.
Invoice Workflow makes it easy to fix errors and change an invoice because all data is online in Dynamics 365 Business Central.
Everything is stored digitally
No more ring binders and spending lots of time finding old invoices. All invoices and all approval history can easily be found and accessed in the digital archive.
Invoice Workflow comes with a subscription in the cloud. Technical installation, configuration and training are completed in a day or two. The solution is adapted to the number of purchase invoices in your company (your selected plan).