Vendor invoices can be received in many forms.  Email, fax, mail and portal web form submission are a few of the more popular methods.  But what if you have employees within your organization receiving the invoices and you want to provide them with an automated process to submit the request electronically via a check request form?

DynamicPoint’s AP Automation solution EasyAP365 can easily streamline your accounts payable process with employee check request.  A check request form can be configured to your specification using Microsoft PowerApps. We’ve included a sample below, but you can easily add your own fields, branding and workflow that are specific to your organization.

This request can be completed on a pc, tablet or mobile app and include a picture of the invoice that is to be reimbursed.  From there, workflows can be applied to ensure the required authorizations are obtained.

Upon completion, the check request is dynamically created 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.

This feature is just another example of how DynamicPoint’s Office 365 based invoice automation solution can be expanded using the Microsoft Power Platform of products.

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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). Register today.

DATE & TIME

Thursday, January 23, 2020 – 10:00 AM PT / 1:00 PM ET
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By Mike Marcin, DynamicPoint
Office 365 Apps for PurchaseInvoiceExpensePortal that extend the reach of your ERP & CRM application.