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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Audit-proof invoice st...
Microsoft Dynamics 365 | Integration, Dataverse...
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Audit-proof invoice storage

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Posted on by DK-06081450-0 11
Hello everyone,
I have a question about your experiences with an audit-proof invoice archiving system.
We are currently in the implementation phase of D365 F&O and would like to perform a triple check when entering incoming invoices.
Do you know of a partner who works with F&0 and have you had any experience with it?
Please feel free to contact me if you have any questions.
Thank you in advance for your response.
Best regards,
Denis
Categories:
Dynamics 365 general
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  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 11,417 Super User 2026 Season 1 on at

    Hi Denis,

    For audit-proof invoice archiving in Dynamics 365 Finance & Operations (F&O), several certified partners and solutions specialize in this area. Here are a few suggestions:

    1. Document Management Solutions: Consider integrating with solutions like SharePoint, M-Files, or DocuWare, which offer audit-compliant storage and versioning.
    2. ISV Partners: Partners such as Continia, ExFlow, and ReadSoft provide invoice automation and archiving solutions that are compatible with D365 F&O.
    3. Triple Check Workflow: You can configure a custom workflow in F&O to enforce a triple-check process — for example, validation by procurement, finance, and compliance teams.
    4. Audit Trail & Retention Policies: Ensure that your system maintains a clear audit trail and complies with local legal retention requirements (e.g., GoBD in Germany).

    Let me know if this helps!
    If the answer was useful, please mark it as helpful so others can benefit too. 😊

    Best regards,
    Daniele Incalza

  • DK-06081450-0 Profile Picture
    DK-06081450-0 11 on at
    Hi, Daniele,
     
    greate, thank you very much! :)

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