News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... For invoice capture au...

Microsoft Dynamics 365 | Integration, Dataverse...

Suggested answer

For invoice capture automation we are not able to see transfer invoice button in power apps.

(1) Share

Report

Report

Posted on by AR-25101023-0

4

Client requires to go for an invoice automation process through power platform integration. So, we successfully installed the power app and Invoice capture module in D365 F&O.

Provided necessary roles in Power app and D365 F&O.

When we send an invoice PDF copy, the invoice is getting capture successfully. But We are unbale to see the transfer invoice button in the power app. So, what could be the cause of not showing this transfer invoice button.

image (1).png

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Jonas "Jones" Melgaard 2,529 Super User 2025 Season 1 on at

Like (1)

Report

For invoice capture automation we are not able to see transfer invoice button in power apps.

The status "Awaiting" signifies that it's a touch-less invoice, that is pending to be transferred to F&O, but are waiting for a batch job to process it. Hence why you cannot transfer it again.

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-workspace#captured-invoice-statuses

Verify that all automation jobs are running in your environment

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/invoice-capture-workspace#transfer-an-invoice

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2

Martin Dráb 231,493 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans