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Kofax AP Essentials for Microsoft Dynamics 365 F&O

Microsoft Dynamics 365

Dynamics 365 for Finance and Operations™ (D365 F&O) is Microsoft’s enterprise solution for customers requiring a hybrid-cloud based solution for Enterprise Resource Planning (ERP), Finance and Operations. D365 F&O unifies global financials and operations to empower people to make fast, informed decisions – while helping businesses adapt quickly to changing market demands and drive rapid business growth.

Kofax AP Essentials™ for Microsoft Dynamics 365 F&O supports these features:

  • Mapping of D365 F&O organizational data to Kofax AP Essentials
  • Capture, extraction and verification of all invoice data, automatically
  • PO and invoice line pairing, 2-way match (invoice and PO)
  • Data synchronization of master data to support coding and validation, including vendor, purchase order, currency
  • Business rules for supplier checking, duplicates, purchase order validation and allow for rounding differences
  • GL coding of procurement categories
  • Tax handling of sales tax, VAT and tax exemptions
  • Approval hierarchy-driven workflows can be linear, one step, parallel or automatic based on predefined constraints
  • Correction workflows triggered on validation faults
  • Handling of unplanned delivery costs when posting an invoice

View Datasheet

Get your customized AP Essentials solution for Microsoft 365 F&O by completing this form.

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