DynamicPoint’s AP Invoice Automation application, EasyAP365, is fully integrated with Microsoft Teams and allows all aspects of the submission, processing, and review and approval to be managed directly from the Teams App.  Let’s take a look at each of these steps and how DynamicPoint leverages Microsoft Teams.

Invoice Submission

While most invoices are probably submitted directly from vendors via email, some may need to be submitted via managers and other employees in the organization.  DynamicPoint’s Invoice Automation product leverages SharePoint libraries for invoice receipt and submission.  As SharePoint libraries are a standard tab option, invoices can be submitted for processing directly from Teams:

Review and Approval

EasyAP365 leverages Microsoft Power Automate to direct invoices to the appropriate reviewers based on the application’s routing configuration.  These review steps leverage Power Automate approval actions which can be managed directly from the Flow app in teams.  That way managers can review and approve their outstanding invoices directly from the Teams interface.

Processing

Probably the most intensive step in managing vendor invoices is the accounting ERP application integration.  This includes such tasks as account assignment, vendor selection, PO matching, and cost accounting designation.  These processes are where the DynamicPoint EasyAP365 app does the most intensive work with its integration to various ERP platforms.  And as each step that came before it, this too can be conducted entirely from Microsoft Teams.

As you can see our integration with Microsoft Teams entails every step in the invoice receipt, workflow, and processing aspects of automating accounts payable invoices.  The last step is the integration of the invoice with the ERP application, which our product performs in a real-time fashion after the last step in the approval process.


Come join our WEBINAR ON JUNE 23rd to learn more about how Microsoft Teams together with DynamicPoint’s Invoice Automation app, EasyAP365, can be used to automate each step in your organization’s AP Invoice process!

You can also check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.