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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoice capture - how ...
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Invoice capture - how to find invoice image in D365?

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Posted on by SuzanS 28
Hello all,
 
I'm currently investigating Invoice capture and have tested a few vendor invoices. I really like it!
 
The PO invoices, that are handled in Invoice capture and then transferred to D365, will arrive on Pending vendor invoices page, where invoice image and all the fields are available for edit.
 
The cost invoices are arriving in Invoice journal page. From the Journal page it self, I can see my cost invoice is attached (the standard attachment function in D365). But I don't see the invoice when I open the journal lines, so it's not available on voucher level.
 
The invoice image is not available on Vendor transactions either, which is very critical, and dissapointing. The whole idea of Invoice capture is to find the invoices directly from invoice vouchers on the vendor account.
 
Have anyone else noticed this? Or am I missing any parameter or function? Please let me know if anyone has found a way to find the invoice images in a logical smart way.
 
Best regards,
Suzan
 
 
  • SuzanS Profile Picture
    SuzanS 28 on at
    Invoice capture - how to find invoice image in D365?
    Thanks a lot for your answer Edward. The transfer attachment option was already turned on - but still it doesn't work. I have logged at ticket with Microsoft.
     
    It's strange that there is a difference for invoice images, depending if it's a Purchase invoice or Cost invoice. Should not be the case.
     
     
  • Edward25 Profile Picture
    Edward25 2 on at
    Invoice capture - how to find invoice image in D365?
    Hi Suzan,
     
    In my Invoice capture environment I am seeing the attachments.  When I look at the vendor master record and look at Transactions or Invoices I'm able to see the attachments.  You may want to check this parameter in your environment:
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,684 Super User 2024 Season 2 on at
    Invoice capture - how to find invoice image in D365?
    Hi Suzan,

    I currently don't have an environment available including invoice capturing to check this.
  • SuzanS Profile Picture
    SuzanS 28 on at
    Invoice capture - how to find invoice image in D365?
    Hi Andre,
     
    I actually thought the same, that I should be able to see the invoice image if I click on the Original invoice on Vendor account, but it only shows me the D365 standard image and not the original invoice from Invoice capture. 
    Do you have the same issue?
     
    BR
    Suzan
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,684 Super User 2024 Season 2 on at
    Invoice capture - how to find invoice image in D365?
    Hi Suzan,
     
    On the vendor transactions, the reply would be the same as Ramit mentioned. You can extend the forms where required and provide a button that will find the journal and open the attachments. It is also possible to navigate to the invoice via the button Original document.
  • SuzanS Profile Picture
    SuzanS 28 on at
    Invoice capture - how to find invoice image in D365?
    Thanks for your reply Ramit.
     
    So you confirm that the invoice attachment only will come to attachment form on JOURNAL LEVEL. 
     
    But how to find invoice image from vendor account transactions? Is it not possible at all?
     
     
  • Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Invoice capture - how to find invoice image in D365?
    Hi Suzan,
     
    As far as I am aware, invoice attachment will come to attachment form as standard, however it won't move to voucher form, because that's a different form.
     
    You can customize it.
     

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