AP Automation for Dynamics 365 Business Central
Visible ▪ Flexible ▪ Intuitive ▪ Intelligent
By automating accounts payable you get full control of your supplier invoices, from
their arrival through to being booked and paid for. You control who should approve,
how long it can take and the amount.
Benefits with Palette for Business Central
- Save time and money by minimizing manual work
- Process invoices quickly wherever you are
- Comply to company rules and authorization policies
- Secure and structured process
Before we deployed Palette, our invoicing system was labor-intensive and time-consuming for our staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles, and helped to improve the manageability of transactions.
Emily Grantham, AP Supervisor • Landstar System Inc.
Accounts Payable Automation for Business Central – How it works
Invoice information is automatically captured and distributed to your organization according to your rules. You can follow the invoice during the whole process, see the invoice status, and if needed send a reminder to approvers. When the invoice is posted and authorized it is sent to Business Central for payment, quite often within the same week it arrived.
Palette gives you full control of your invoices, where they sit in the organization and what status they have. Receive e-invoices in any format or automatically scan and interpret paper invoices.
Automated Invoice Processing limits your manual touch points
Preset matching rules decide how the invoice is processed in your organization, saving a tremendous amount of time and limiting touch points. Invoices matched to a contract, requisition or purchase order is automatically sent to Business Central for payment. Deviations or invoices that do not match are approved by email, mobile or tablet.
The approval workflow is automatically generated by your rules and the invoice information and events triggered by the system. Those events might be coding, connecting a project, and marking for re-invoicing or accruals. Everything is automated to minimize manual efforts.
Approve anywhere, any time
With the intuitive interface, it’s easy for anyone in the organization to process invoices via smartphone, tablet or computer. Do the account postings or authorize invoices with a few clicks wherever you are. Or approve the invoice in an email generated by the system.
- Gain visibility into accounts payable balances and payment/approval status
- “Drag & Drop” approval workflows, ad-hoc routing
- Approvals can be made directly via email or a mobile device
Archive & Audit
A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. AP Automation for Dynamics 365 Business Central creates a complete searchable archive for reference and auditing purposes.
- Faster audit process
- Provides basis of objectivity for investigations
- Raises compliance standards for the entire organization
Seamless integration to Business Central
Palette’s powerful integration capabilities enable a “plug and play” integration experience with minimal configuration.