No matter which approach you select, now is the time to begin the journey towards automation.
Every company has their special needs and requirements. However, the AP process is generally very similar across all organizations, and there are tried and true methods for doing AP well. Dooap is built to provide you with a great experience without an extensive implementation project.
Dynamics-specific AP solutions, such as Dooap, make the most of the data already in place inside Dynamics. These solutions also follow the business logic rules and standard purchase functionalities of your ERP system.
Some of the solutions rely on Dynamics' user interface and are embedded in to the system. Others like Dooap use a rich set of modern integrations to work seamlessly alongside Dynamics – without any impact on your ERP's performance or update schedule.
There are many generic best-of-breed solutions for AP automation. Some of them have Dynamics-specific integration packages and are quite easy to implement.
It is common for the generic solutions to utilize less the data from inside the ERP and rely more on solution-specific data. This means that the information doesn't flow in real-time between Dynamics and the AP solution, so you need to make sure that your master data management is clear and data is well maintained.
Dynamics 365 FO has a standard toolset for handling the AP process, and the tools are evolving and gaining more features over time. However, the standard AP functionality within Dynamics is bound to all the limitations of the ERP system and its UI which might hinder the user experience for AP staff, reviewers and approvers alike.
In contrast to standard Dynamics functionality, purpose-built AP automation solutions, like Dooap, have a large set of features that make the process smoother, user friendlier and more automatic.
Most invoices should flow through the process automatically, without any human intervention.
Some invoices need manual work and validation. Your AP solution should have powerful tools for this.
Information should flow easily between all parties involved. Plus, there has to be a clear and comprehensive audit log.