Invoice Automation for Microsoft Dynamics
Kefron AP delivers seamless integration with Microsoft Dynamics for efficient invoice processing. The seamless integration with Microsoft Dynamics eradicates time-consuming tasks, missing files and brings along the real benefits.
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Where Microsoft Dynamics Falls Short
Microsoft ERPs are powerful, but AP processes often remain manual, fragmented
and error-prone without automation. Here's where teams hit a wall.
Limited Invoice Capture
Invoice data extraction is limited, with minimal support for line items, tax fields, or international formats, leading to manual entry.
Partial PO Issues
Three-way matching breaks when goods are only partially received, causing delays or forcing manual invoice splitting.
Rigid Approvals
Microsoft Dynamics can’t handle complex workflows without scripting, making it hard to adapt to changing approval needs.
Duplicate Vendors
In multi-entity setups, it’s easy to create duplicate suppliers and approve the same invoice more than once.
Poor Visibility
Tracking invoice status or identifying bottlenecks is difficult due to limited reporting and dashboard options.
Disconnected Communications
Supplier queries are handled outside the system, leading to delays and no central audit trial.
Our AP process was very manual; the team spent most of their time entering invoice data into Microsoft Dynamics. And data entry errors were very common, leading to high-volumes of supplier queries.”
Kelly Towell
Accounts Payable Manager
Microsoft Dynamics Automated Sync
Suppliers Lists
Integrate Kefron AP with your existing Dynamics system to streamline supplier management. This connection enables automatic updates and retrieval of supplier data, facilitating more efficient transactions and communication between your procurement and accounts payable teams, leveraging the advanced capabilities of both systems.
Tax Codes
Enhance tax compliance within your Dynamics environment by mapping tax codes from Kefron AP. This integration ensures that all financial transactions are compliant with the latest tax regulations, reducing manual effort in tax calculations and enhancing the accuracy of your financial reports.
GL Codes
Improve financial tracking and reporting in Dynamics through seamless integration of GL codes from Kefron AP. This ensures accurate categorisation of all financial transactions, enhancing financial insights and supporting more robust budgeting and financial management.
Purchase Orders
Automate the data flow of purchase orders between Kefron AP and Dynamics to optimise the purchase order process. This integration not only facilitates faster creation and approval of purchase orders but also streamlines the reconciliation process, enhancing the efficiency of procurement and inventory management.
GRN Data
Map Goods Received Note (GRN) data from Kefron AP to Dynamics to streamline the verification of received goods against purchase orders. This integration aids in maintaining accurate inventory levels and provides timely insights into goods received, contributing to smoother operational and financial reporting.
Custom Segments
Leverage custom segments from Kefron AP within your Dynamics system for tailored financial analysis that meets specific business needs. This feature allows for detailed financial segmentation that enhances strategic decision-making and financial reporting.
Custom Columns
Enhance the data reporting capabilities of Dynamics by integrating custom columns from Kefron AP. This feature allows for the inclusion of additional, relevant data points in financial reports, providing deeper insights and supporting more detailed strategic planning.
Custom Fields
Improve data handling and processing in Dynamics by incorporating custom fields from Kefron AP. This ensures seamless capture and utilization of specific data crucial to unique business processes, enhancing the overall efficiency and adaptability of the ERP system.
How Automation works?
Invoice Capture
Auto-upload paper invoices & e-invoices. Kefron AP reads and extracts required invoice fields.
Process
Auto-distribute eacg invoice to PO or Non-PO workflows for processing
Approval
Custom workflows auto-direct to pre-determined approvers via in-app notifications
Post to Microsoft Dynamics
Clean Validated data posted to ERP system. Access invoices anytime with keyword search & retrieve
Microsoft Dynamics Automation Benefits
- Better Control Cash Flow
- Reduce Query
- Eliminates Manual Entry
- Enjoy Greater Transparency
- Prevent Fraudulent Activity
- Easy Integration
- 360 Visibility
2 & 3-way matching
Adaptability includes multi-entity, multi-currency and multi-workflow capabilities for PO and Non-PO invoices with budget management and statement reconciliation.
SELF-SERVICE SUPPLIER PORTAL
Our Self-service portal empowers suppliers to manage their invoice requests and gain insight into invoice progress. Suppliers can log in to view the progress of specific outstanding invoices, log or answer queries, and avoid having to make calls.
Dynamic Data Capture
Our in-house technology provides exceptionally accurate data extraction for immediate visibility and payment.
Supplier Statement Reconciliation
Fast-track your monthly statement reconciliations with line-matching capabilities.
Custom Workflows
Receive in-app notifications of discrepancies unique to your business including missing information for stringent verification.
Fully Managed Set-Up
We provide a fully managed set-up service, so your AP team don’t need to become experts in the black art of OCR management.
Reports
Kefron AP comes with built-in AP Analytics Dashboards, a proactive solution to delivering real-time invoice data for better decision-making. Any captured data can be reported upon.
Trusted By
Advanced Dynamics Integration Partner
Fast Implementation
Go live in weeks with advanced integration, quick setup, minimal disruption.
Continuous Optimisation
Our data specialists fine-tune the system for near-perfect accuracy, so you don’t have to.
Advanced Workflows
Designed specifically for AP teams, Kefron AP includes advanced, configurable workflows
Tailored Configuration
No one-size-fits-all, we customise everything to fit your finance team’s exact needs.
Ready to Automate?
Picture a world with minimal errors, streamlined workflows, and unrivalled financial effectiveness. All this and more is achievable with the power of AP Automation! Let us guide you towards a more efficient tomorrow.
Say Goodbye to Manual Invoice Processing
The Right AP Automation Software for Your Business
Embrace efficiency with Kefron AP. Integrating with any ERP system, it transforms complex data into valuable insights. Say hello to streamlined processes and cost savings.
What is involved in an AP Automation implementation?
Watch this video where we walk you through a typical AP Automation implementation project and help you to understand exactly what’s involved.
Top Considerations when Choosing an AP Automation Provider
Watch this video to find out the way to challenge AP Automation providers and make sure that you are choosing the right solution.
Quick Links
FAQ
What is Microsoft Dynamics?
Microsoft Dynamics is an enterprise resource planning (ERP) software package. Originally designed for small and mid-sized businesses. It offers comprehensive business management functionalities covering financials, manufacturing, sales, shipping, project management, services, and more. It facilitates streamlined business processes and integrated information across the organization, promoting efficiency and operational clarity.
What is Microsoft Dynamics used for?
Microsoft Dynamics is used to manage and integrate the core business functions of an organisation. This includes financial management, supply chain management, sales and service management, project management, and business analytics. By automating and streamlining business processes, it helps organisations to increase productivity, simplify compliance, and improve overall business performance by providing timely access to accurate financial and operational data.
What is Microsoft Dynamics integration?
Microsoft Dynamics integration involves connecting the ERP system with other software applications used by a business to create a more unified, efficient system. This integration allows for seamless data exchange between Dynamics and other systems such as CRM software, e-commerce platforms, custom applications, and third-party tools. The goal is to enhance functionality and streamline operations, making data more accessible across the business ecosystem, which can lead to more informed decision-making and operational efficiency.
What is Microsoft Dynamics automation?
Automation in Microsoft Dynamics refers to the use of technology to automate repetitive and manual business processes within the ERP system. This can include automating tasks such as order processing, invoice generation, report creation, and financial reconciliation. Automation helps to reduce human error, increase efficiency, and free up staff to focus on more strategic activities that require human intervention.
How to automate Dynamics reporting?
To automate reporting in Dynamics you can integrate it with third-party automation tools such as Kefron AP. These tools facilitate automatic data extraction and processing, improving the efficiency of generating financial reports. By connecting Dynamics with such systems, you can schedule automatic report generation, reduce manual data entry, and enhance report accuracy and availability, making the overall process faster and more reliable.
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