EASY Invoice for Dynamics NAV – A breath of fresh air for your processes

Overview

EASY INVOICE for DYNAMICS NAV accelerates business processes in the finance and accounting department. So why not use this streamlining process in your organization?

EASY INVOICE for DYNAMICS NAV completely replicates your incoming invoices and invoice approval process and performs it through control. EASY INVOICE for DYNAMICS NAV provides the user with a control center including all data relevant to invoice processing. All edits can be both directly performed and controlled via a workflow.

Automatic processing synchronizes individual purchase invoice items with the Microsoft Dynamics NAV data set, and provides a pre-filled out posting mask. Price or quantity deviations, billing invoices, invoices without order reference, or delivery notes are automatically recognized, and can be considered while they are posted.

Invoice approvals are automated and accelerated through EASY INVOICE workflow. The workflow can be quickly and simply customized to your organization’s requirements using the Microsoft Visio graphic interface. This allows you to always keep an overview of your processes and to make full use of your savings potential.

Your benefits

APPROVAL IN NO TIME

  • Site-independent availability
  • Conveniently search and manage your work processes
  • Display all document data including the entire image
  • Modify and complete your data
  • Always have an overview of the approval process
  • Maximum process automation
  • Uninterrupted verification and release (delegate and escalation mechanisms)
  • Meets corporate policies
  • Invoices are stored in a compliant manner
  • Streamlining costs through short processing times
  • Full use of cash discount even more accessible
  • Calculable investment protection
  • Can be extended and used for other business processes

DIRECT INTEGRATION

  • Displays orders and order history
  • Synchronizing order and goods received data with invoices
  • Automatic posting of faultless documents
  • Current process and document status can be viewed at any time

PROCESS SOLUTIONS FOR YOUR ERP SYSTEM

  • Perfect interaction with enterprise solutions
  • No media breaks
  • Uniform procedure and high transparency in processing
  • Invoices are stored in a compliant manner
  • Early availability of important control information
  • Seamless integration of other ERP systems feasible
Details

INVOICE VERIFICATION IN THE BACKGROUND

Owing to sophisticated technology, EASY INVOICE for DYNAMICS NAV provides maximum automation for invoice verification. It reads invoice contents, synchronizing them with orders and goods received in Dynamics NAV in the background, and providing them as a posting template in Dynamics NAV. Control is ensured at any time through full access to all master and transaction data, accounts and cost centers, etc.

ROUTINES ALSO FOR DEVIATIONS

In case of price or quantity deviations the invoices may be checked already during recognition or validation, or pass through a verification workflow. By default, EASY INVOICE for DYNAMICS NAV recognizes over- or under-deliveries as well as billing invoices; it also processes purchase invoices without direct order reference, as well as purchase credit notes. EASY INVOICE for DYNAMICS NAV lets you allocate manually, trigger workflow for the approval process, and generate posting suggestions manually, or automatically at the end of the process.

EASY INVOICE FOR DYNAMICS NAV WORKFLOW

EASY INVOICE for DYNAMICS NAV Workflow is based on EASY DOCUMENTS, the established Web-based workflow engine. The “Best Practice” workflow can be easily customized to your organization’s requirements using Microsoft Visio, allowing all involved employees to be familiar with it.

You want to know more?