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Small and medium business | Business Central, N...
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Import external invoices into Sales Invoice of BC

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Im just wondering if there's a feature or a way to upload an external invoice (in PDF form) into BC so it can automatically fetch the data off that PDF into a Sales Invoice?

We have a Project Management Office and when deliverables have been met, their PM platform sends us (Accounts Receivable) a PDF of the invoice to charge onto our client. From here, we manually copy and paste the services and cost into Business Central

Im just wondering if there's a faster way to automate the manual labour but still give us the opportunity to review before posting to our clients?

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  • Suggested answer
    DAnny3211 Profile Picture
    11,397 on at

    hi

    look this

    learn.microsoft.com/.../across-how-use-ocr-pdf-images-files

    o my blog contains an example of BC -AI Builder-Power automate integration

    reading data from a photo, in the same way one could do with a pdf, again using an AI builder model

    danieleincalza.blogspot.com/.../business-central-create-customer-with.html

    check my answer if it helped you, thanks

    DAniele

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