EasyAP365

Product Overview

EasyAP365 is the affordable Microsoft Office 365 invoice automation app, streamlining accounts payable through flexible submittal methods, OCR, predefined templates, and integration to Microsoft Dynamics ERP solutions. Leveraging SharePoint’s document libraries, email integration, and OneDrive storage, EasyAP365 supports secure, collaborative and paperless invoice processing through mobile, access anywhere and automated workflows.

SharePoint brings tremendous functionality and savings to the Accounts Payable Invoice Automation process:

  • Automation of invoice data entry with flexible submittal methods, from digital sources, including mobile, email and vendor portals.
  • Rapid allocation assignment by vendor, expense type, department and more through predefined templates.
  • An easy-to-use app with native integration to Microsoft Dynamics ERP solutions, developed by the Dynamics payables automation expert, DynamicPoint.
  • Leveraging the power of Microsoft productivity tools, automated workflows, OCR and SharePoint Online document storage.

Customer Challenges

Frequent Asked Questions:

Can we set up standard templates for vendors that send recurring invoices?
Yes, you can pre-assign GL accounts to invoice line items based on vendor codes.
How do we handle exceptions?
The EasyAP365 interface allows you to quickly choose the GL account for each line item.
Will invoices be stored where we can refer to them when needed?
Yes, invoices are routed to document libraries in SharePoint Online for secure storage and easy access.
Does EasyAP365 include approval workflows?

Yes, EasyAP365 may trigger Microsoft Flow to handle your desired approval processes.

How does a customer get started?
Clients can sign up for a free trial.
Can I enter invoices directly from Office 365?
Yes, EasyAP365 works within Office 365 so you don’t have to log in and out of apps.
Can employees submit invoices from their mobile devices?
Yes, EasyAp365 supports mobile technology, just like Office 365.
Can we still use our vendor portal?
Yes, EasyAP365 can import invoices from your portal for processing and routing to ERP
Does EasyAP365 include OCR technology?

Yes, EasyAP365 includes automatic recognition of key invoice fields utilizing OCR.

Microsoft Dynamics Integration

When an invoice has been allocated and submitted in SharePoint, the transaction is integrated with either Microsoft Dynamics GP (formerly Great Plains), Dynamics NAV (formerly Navision), Dynamics AX (formerly Axapta) or Dynamics 365 via web services in real-time.

Why Customer’s Love DynamicPoint

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  • Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.

    Brenda N.,
    Senior Director, Technology Services | RSM US LLP

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  • IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product, it’s this character and culture of their team that validates my decision to partner with DynamicPoint.

    Chris E.,
    Director of Business and Quality Information Systems | OneBlood, Inc

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  • We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.

    Amy T.,
    Sr. Manager Business Applications & IT Support Services | CBORD

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  • DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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