Invoice Automation

Product Overview

DynamicPoint’s Invoice Automation solution offers automated, real-time management of the invoice to payment process delivering speed, accuracy and compliance controls critical to successful check request management. Are managers and cost center owners needing to request payment for vendors that are to be routed for review and approval? Quickly eliminate paper trails with SharePoint forms that include real-time queries for vendors and GL account validation. Upon submission, the SharePoint workflow engine manages the review process for the rapid approval and real-time invoice transaction creation with Dynamics ERP.

SharePoint brings tremendous functionality and savings to the Check Request and Invoice Automation:

  • Eliminate duplication data entry
  • Ensure invoices are paid once and in a timely fashion
  • Distribute transactions to multiple GL accounts
  • Outlook integration for ease of review and approval
  • Route invoice for approval based on customizable workflow to mirror corporate policies
  • Dynamics ERP drill-back to approved invoice request for auditability
  • Standard reporting templates that leverage SharePoint lists, Microsoft Excel and PowerPivot

Microsoft Dynamics Integration

When the workflow for an invoice has been completed in SharePoint, the transaction in integrated with either Microsoft Dynamics GP (formerly Great Plains) or Dynamics NAV (formerly Navision) via web services and/or eConnect in real-time. If Dynamics GP is being used, either an invoice match or payable management invoice is created, depending on if the purchasing module is being used. For Dynamics NAV, a purchase invoice is created with items linked to a purchase order, if being used, otherwise the items are added independently to the purchase invoice.

Invoice Automation Product Features:

Purchase Order or Miscellaneous Invoices
Invoices can be matched to a purchase order or entered as general payables .


Fully or Partially Allocate Invoices
Invoices can be distributed to single or multiple general ledger accounts.


Invoice Automation or Check Request
Application can be leverage to automate accounts payable desire for invoice automation or managerial check requests.


Scanning and OCR
Leverage SharePoint scanning and optical character recognition (OCR) programs to automate invoice creation.


Create intercompany transactions that distribute employee costs across multiple organizations.


Cost Accounting
Integrate with such Microsoft Dynamic modules as jobs, project accounting, dimensions and analytical codes.


Configurable Rules Engine
Define policies that are enforced by our configurable rules engine.



We recognize that there are several solutions available in today’s marketplace for managing your company’s invoice approval and check request processes. The goal of our offering is not to compete with the other providers, but instead provide an alternative. Whether other products are traditional on-premise or software-as-a-service offerings they all have one thing in common, they are stand-alone applications that must be configured and managed independently. DynamicPoint takes a different approach by building applications entirely within SharePoint. Please see the chart below for how we compare:

  • Create invoice and distribute to GL accounts
  • Manager review, approval and rejection of submitted invoice
  • Audit trails and status of approval process
  • Invoice creation by copying existing ones
  • Integrate with SharePoint OCR products
  • Reports available as content within SharePoint lists
  • Attachments stored in SharePoint document library
  • Task and Email Notification using SharePoint
  • Full leverage of SharePoint workflow and native Outlook integration
  • Design workflows in Visio, SharePoint Designer or other workflow development application
  • Assign Invoice Creator, Approver and Administrator using SharePoint’s native integration with Active Directory
  • Deploy as a standard SharePoint solution
  • One-time licensing fee without per server or user costs
  • Invoice Creation
  • Content Management
  • Workflow
  • Administration
  • Pricing

Return on Investment

According to a study published by the Aberdeen Group those organizations that adopt an automated AP process experience tremendous efficiencies within invoice receipt, invoice matching and approval workflow. Such savings include:

  • 80% lower invoice processing costs
  • 75% faster invoice processing cycle times
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Why Customers 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.

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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.

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