AP Automation for Microsoft Dynamics AX gives you visibility that ensures accountability. Reduce approval cycle times and grow without adding to headcount.
Engineered from the ground up with accounts payable in mind, Palette’s AP Automation for Microsoft Dynamics AX boosts your investment in Microsoft Dynamics AX by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more.
“Email approvals mean I don’t have to learn
yet another dashboard.”
Tomas | CEO
Palette’s invoice data capture solution ensures you reduce paper invoice handling. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. Manual data entry is not required and can be completely eliminated.
Using an automated workflow and a central dashboard, Palette provides automatic invoice reminders for Microsoft Dynamics AX for PO- and Non-PO invoices. Approvers can view and approve invoices on a laptop, on mobile, and in email without learning a new dashboard system.
“No more finger pointing! We can see where
the bottleneck is and address it.”
Cara | AP Manager
Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation.
“The intuitive interface means fewer calls for
assistance from people using Palette”
Lisa | CIO
Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics AX accounts payable automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments.
“How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
Lawrence | CFO
A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics AX creates a complete, searchable archive for reference and auditing purposes.
Sustainability, efficiency and visibility – just to name a few of the positive impacts Palette has on an organization’s accounts payable processes. While Microsoft Dynamics AX has extensive functionality, there is so much more potential to capitalize on through integrating Microsoft Dynamics AX with accounts payable automation software.
Palette’s AP automation solution for Microsoft Dynamics AX provides a plethora of benefits and advantages on different levels, extending Microsoft Dynamics AX’s core functionality. It streamlines an organization’s accounts payable processes, saving both time and money for everyone who touches the purchase process.
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Palette’s accounts payable automation for Dynamics AX speeds up the capture, processing and approval of invoices significantly:
Dynamics AX accounts payable automation efficiently manages your vendor invoices:
Palette’s AP automation software helps organizations design their Dynamics AX AP workflows according to business rules you set up. You determine the routing and the approvers the invoices need to go to.
Palette’s AP automation software makes it easy to deal with supplier invoices:
Dynamics AX accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control:
Integrating Palette’s AP automation software gives finance administrators insight into their Dynamics AX accounts payable processes and the ability to:
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In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process.
Utilizing Palette’s AP automation speeds up the invoice lifecycle, allowing you to take advantage of early payment discounts.
Let us know what problem are you looking to solve.
Palette Software was founded in 1993 in Stockholm and has offices in the United States and the Nordics. Palette solutions are available through a growing network of partners in some 50 countries in North America, Europe, and Australia.