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Invoice Workflow
  • System for scanning, approving and storing invoices electronically
  • Integrates with scanning software (OCR-recognition) or used manually
  • Based upon the “workflow” setup (limited version included)
  • Runs as a Microsoft®.net™ application outside of Dynamics™ AX Document Management (and as web service)
  • Shows scanned invoice in same screen as registering/approving invoice
  • Splitting amount for approval/posting, limits (amount) for different approves
  • Forwarding if limits exceeded
  • Integrates with Microsoft® Office Outlook®, Document management, WorkFlow

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PDF fact sheet


Availability

Invoice WorkFlow is available for Microsoft Dynamics™ AX 3.0, 4.0 and 2009.


Approval of invoices

The invoice approval is based on in-coming invoices, that is registered into the invoice register in Microsoft Dynamics™ AX. When the journal is posted, there will be cre-ated a line in the workbook, based on the workflow description, that is cho-sen in connection with the registration.

From the workbook it is then possible to reject an invoice, approve it, partly approve (split) an invoice, and send it along to other approvers.

When setting up a workflow, it is possible to entitle one to sign for a given amount, so the invoice automatically will be forwarded to the next approver, with a higher authority, if the amount has been exceeded.

In connectxion with the approval, the invoice can be matched against one or more purchase orders.

All the way in the approval process, it is possible to add notes, that is carried around in the process.


Import of scanned invoices

MW Workflow includes a functionality, that makes it possible to import invoices that has been scanned and interpreted through an external scanning module into Microsoft Dynamics™ AX. At present there is an integration to "Read Soft Invoices".The import is made into Microsoft Dynamics™ AX's invoice register, where all data are validated, and where data can be corrected if necessary.If it is a scanned invoice, it will after-wards be possible to se these invoices from all places in Microsoft Dynamics™ AX, where there is a reference to the invoice number.


EDI invoices

In the same way as with the scanned invoices, invoices received by EDI can be added to an approval workflow, in case they are imported into the invoice register.

 

2.8 Release notes

Hotfix version 2.8

Roadmap for Invoice Workflow