ExFlow Project expenses and items | D365FO | On-demand

Course Objectives:

• Understand the integration between ExFlow and D365FO for project management.
• Learn to configure and optimize project settings within ExFlow.
• Master the process of handling project-based invoices and transactions.
• Implement advanced workflows and approval processes for project transactions.
• Manage intercompany project invoicing effectively.
• Apply validation and precoding techniques to enhance invoice processing.
• Utilize cost reservation and accrual tools for accurate financial reporting.

By the end of this course, participants will be proficient in configuring and managing ExFlow project settings in D365FO, handling project-related invoices, and utilizing advanced approval workflows and cost management tools for enhanced efficiency and accuracy.

Variations between course content and ExFlow

ExFlow AP is continuously being updated by SignUp Software. Therefore, you may encounter variations between this training course content and your version of the ExFlow AP application.

Keep yourself updated on the latest Truvio functionality

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Release notes: Release Notes | Truvio Documentation Platform