ExFlow Project expenses and items | D365FO | On-demand
Course Objectives:
- Understand how Truvio AP integrates with D365FO for project management.
- Learn to configure and optimize project settings within Truvio AP.
- 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 using advanced approval workflows and cost management tools to improve efficiency and accuracy.
Variations between course content and Truvio AP
Truvio continuously updates the Truvio AP suite. As a result, you may encounter differences between this training course content and your version of the Truvio AP application.
We apologize for any inconvenience and appreciate your understanding. We wish you a happy studying experience!
Keep yourself updated on the latest Truvio functionality
Videos: Truvio: What’s New
Release notes: Release Notes | Truvio Documentation Platform
Course Content
Introduction to this course
Deeper dives
Practice and further studies
Test Your Knowledge (ExFlow Project expenses and items) – V2
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