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