Welcome to the first post in our series exploring the powerful features of Microsoft CoPilot AI in Dynamics 365 Business Central! In this blog post, we’ll focus on how CoPilot revolutionizes e-invoice matching. Say goodbye to manual checks and hello to automation, quick reviews, and intelligent alerts that streamline your invoicing process. Don’t forget to check out the linked video for a visual walkthrough! Let’s dive in and see how CoPilot can make your life easier!
E-invoice matching with Copilot in Dynamics 365 Business Central
If you’re tired of manually matching incoming invoices to purchase orders, you’re not alone, even when your system is set up to receive electronic documents automatically. Many businesses find this process difficult and time-consuming, taking valuable time away from more impactful work. Luckily, Microsoft’s CoPilot in Dynamics 365 Business Central is here to change that. In this blog post, we will be referencing the video link above.
Automated Invoice Matching
Instead of manually going through each invoice and matching it to the correct purchase order, CoPilot AI does it for you. As soon as you receive an electronic invoice (e-invoice), CoPilot compares every line on the invoice to the purchase order. This means you no longer have to spend hours reviewing each line item manually, even if you have dozens of hundreds of items in a single invoice. CoPilot does the hard work so you can move on to more critical tasks.
Efficiently Handles Large and Complex Invoices
No matter how large or complex the invoice is, CoPilot can handle it. Whether you’re dealing with a handful of link items or hundreds, CoPilot accurately matches them to the corresponding purchase order in seconds. It also understands when items are grouped or split differently between the invoice and the purchase order. This feature ensures that even when the data isn’t laid out in an exact match, CoPilot can still figure out how the items correspond, saving you a lot of back-and-forth checks.
Flags Discrepancies Within Tolerances
CoPilot doesn’t just match items—it also looks out for anything unusual. If there’s a slight mismatch, like a prize being off by a small account, CoPilot will flag it for you. It recognises discrepancies within your acceptable tolerance levels (which you can set), so you’re alerted only when something needs your attention. This helps keep everything accurate without bogging you down with minor issues that don’t matter.
Quick Review and Confirmation
After CoPilot has done all the work of matching and flagging potential issues, you need to review everything quickly. CoPilot presents the results in a clear and easy-to-understand format so you can confirm that everything looks good. Once you approve, the invoice is successfully matched to the purchase order and ready for processing. It even updates essential details like the vendor’s document number and the date, so your system is always up-to-date.
Saves Time for More Important Work
CoPilot allows you to focus on more valuable work by automating these tedious and time-consuming tasks. No more spending hours on manual matching or hunting for errors—the AI does it all, allowing you to reclaim your time and use it for tasks that significantly impact your business.
In short, Microsoft CoPilot AI in Dynamics 365 Business Central transforms how you handle invoices. It speeds up the matching process, handles even the most complex invoices, flags errors, and helps you stay on top of payables. This means less time spent on manual work and more time for the most important tasks.
Talk to Tecvia
For expert help and support within Dynamics 365 Business Central, contact Tecvia. We are a specialised service provider and offer comprehensive assistance tailored to your unique business needs.
Whether you’re just starting with Dynamics 365 Business Central, require advanced customisation, or need troubleshooting for complex issues, we are a team of certified professionals equipped to provide efficient and effective solutions. Our in-depth knowledge ensures you receive accurate guidance and support.
Stay tuned for our next blog post!
