AP Automation Client Setup Guide

Introduction

The process of managing accounts payable can be challenging when it comes to scale and efficiency. Businesses struggle with re-entering invoice data by hand, approval of invoices by email, tracking invoice status, and the hassles of chasing down exceptions and duplicates.

With Dynamics 365 AP Automation, a solution is provided to help streamline and automate the process of receiving, processing, matching, approving, and paying vendor invoices. Its purpose is to minimize manual effort while improving accuracy and overall efficiency.

The business process involves configuring both internal Dynamics 365 features for integrating external document capture and workflow tools. Use this guide to enable digital transformation to enhance and accelerate your AP workflow operations to grow your business.