ExFlow Approval Web: Optimize Your D365 Invoice Workflow

ExFlow Data Capture supports all formats, including paper invoices, PDFs, and more. Documents are scanned and imported into an electronic workflow, reducing time-consuming manual processing. E-invoices can be imported directly into ExFlow.

Invoice payment information is interpreted down to the line level. Supplier, quantity, item number, and unit price data are imported and validated in Dynamics 365. Missing data can be adjusted or added manually.

ExFlow provides intuitive auto pre-coding of all incoming invoices, streamlining the process and minimizing manual data entry for AP departments.

The invoice approval software uses the captured data to match invoices against purchase orders, contracts, and/or goods receipts to determine how the invoice should be processed. ExFlow enhances the standard 3-way matching in Dynamics 365.

If an invoice doesn’t match or if discrepancies are identified, ExFlow routes the invoice for approval. A workflow is suggested using pre-defined approval rules or can be dynamically routed based on invoice data. Rules can be based on factors such as suppliers, accounts, dimensions, amount limits, etc. ExFlow also supports position hierarchies. Approvers are notified via email to ensure rapid approval.

The automated system posts approved invoices to the general ledger before being archived. AP staff always have a clear overview of the accounts payable process. Any invoice can be accessed directly from the Dynamics 365 workspace anytime.

ExFlow uses Power BI for analytics and follow-up. Pre-packaged reports with key KPIs are included out of the box. All data is processed in real-time, ensuring that financial reports always show correct figures and creating audit trails that ensure regulatory compliance.