Are you looking for an invoice automation solution with integration to Microsoft Teams? If so, look no further than DynamicPoint’s EasyAP365 Invoice Automation solution. 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.
First, invoices are uploaded:
They can be found under the “Received Invoices” tab.
Review and Approval
Uploading invoices will initiate the review and approval process of the invoice. EasyAP365 leverages Microsoft Power Automate to direct invoices to the appropriate reviewers based on the application’s routing configuration. These review tasks leverage Power Automate approval actions which can be managed directly from the Flow app in teams. As review tasks are created and assigned, they also can be managed through Teams using the Microsoft Flow App. 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.
You can access and manage invoice submission and managerial review without leaving the Teams platform. Any action taken is immediately reflected in the EasyAP365 invoice management dashboard, including such options as applying vendor templates, matching to purchase orders, automated approvals and lastly, invoice integration directly to your ERP application. 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.
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. Learn how EasyAP365 can drive efficiencies and savings to your business by leveraging the Office 365 and SharePoint platform (at a fraction of the price of comparable AP solutions).
Interested in Learning More About EasyAP365?
Visit our EasyAP365 product page
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