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Invoice Capture in D365: The Secret Sauce to AP Bliss

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#invoice

Dynamics 365 Finance

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Nov 20, 2024

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AI Summary

  • The Invoice Capture app in Dynamics 365 Finance & Operations uses OCR and AI to extract data from invoices, validate it, and send it into D365.
  • Invoice Capture learns over time and becomes smarter with increased usage.
  • Channels in Invoice Capture define how invoices enter the system, such as through email, direct upload, or third-party integrations.
  • Configuration groups in Invoice Capture customize workflows for specific suppliers, regions, or invoice types.
  • Mapping rules in Invoice Capture define how data from invoices is extracted and mapped to fields in D365, reducing errors and manual corrections.
  • The Invoice Capture workspace provides a real-time view of invoice status and the dashboard offers insights into the AP process, such as invoice volume and error rates.
  • Setting up Invoice Capture involves choosing channels, defining configuration groups, setting mapping rules, training the system, and monitoring performance.
  • Common pitfalls when using Invoice Capture include not testing all invoice formats, ignoring validation errors, and forgetting to train the system, with advanced tips for power users and industry-specific use cases provided.

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