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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor invoice automat...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Vendor invoice automation best practice

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Posted on by Community Member

Hi All,

I'm currently busy doing an integration using an OCR tool to capture data and sending it to the D365 finance and operations system.
But what is best practice? How can I automate as much as possible within the D365 system (Po and Non Po flows)? So the user doesn't need to have a lot of manual input. What are my options within D365?

I'm thinking about the following points:

- SalesTaxGroup & Sales tax code determination? Can this happen automatically?
- PO Matching?
- Errors in Staging? Possibility to skip certain errors and show it in the Pending vendor invoices menu?
- Automatic GL account selection?
- Some sort of option to use a predefined template for certain suppliers who always need to get booked on same GL account?

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello HerrTrust,

    My personal favorite is using X-invoices (electronic invoices) for processing vendor invoices automatically

    That is because the X-invoice format is standardized and can easily be imported (header, lines, attachment).

    OCR tools often suffer from problems related to the identification of invoice information and there is often some manual interaction of AP clerks necessary to complete the data.

    Best regards,

    Ludwig

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi HerrTrust,

    This is a very broad question. "Automate as much as possible" can cover a lot of topics. What exact data is captured by the OCR tool? Does it read basic data only, like vendor name, bank account, amount, tax amount and some other fields or is it also reading all lines in detail?

    Microsoft invested in some parts of the invoice automation and is still adding some features in this area. Besides you can find ISV solutions embedded in Dynamics 365 F&O or external invoice automation tools which can help on automating as much as possible. The biggest time saving part is not related to OCR capturing but the tools to process the data smoothly in Dynamics 365 F&O.

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