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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How do you handle invo...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How do you handle invoice validation before posting in Dynamics 365?

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Posted on by CU19061002-0

We are trying to improve our invoice process before data gets posted into Dynamics 365 Finance.

The main issues are PO mismatches, duplicate invoices, missing details, and too many manual checks by the AP team.

For teams handling a high volume of invoices, what checks do you do before posting? Also, how do you manage exceptions and keep proper audit records?

 

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Dynamics 365 Finance
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  • Suggested answer
    Subra Profile Picture
    Subra 1,598 on at
    Hi 

    I hope all the scenarios will be handled by Validation.

    I would suggest you to add the Validation for the missing fields like you can mark those fields as a Mandatory fields in your form, so that those fields will be filled when the PO has been created.

    For duplicating invoices, before posting please verify same Vendor + Invoice Number already exists or not.
     
    Thanks,
    Subra

    If this helped, please mark it as "Verified" for others facing the same issue

     

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