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ExFlow Further functions

September 24 @ 09:00 - 12:00 UTC+1

299$
ExFlow Further Functions course T

Tickets

Location Starts at Duration
Online (live) September 24 @ 09:00
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ExFlow Further functions. 2024-09-24
ExFlow Further functions. Live online 2024-09-24 @ 09:00 CEST
333 $
Unlimited

This course delves into the advanced functionalities of ExFlow, providing a comprehensive understanding of automated invoice handling.

Attendees will explore features designed to streamline processes and improve accuracy, making it an essential learning experience for Accounts Payable (AP) professionals and IT managers.

By the end of this course, participants will be proficient in using ExFlow's advanced features to enhance efficiency, accuracy, and automation in their invoice-handling processes.

Course Objectives:

  • Provide a comprehensive understanding of advanced ExFlow functionalities.
  • Enable participants to configure and automate invoice coding processes.
  • Teach the setup and management of ExFlow agreements and prepayments.
  • Introduce the use of AI and machine learning for enhanced invoice coding accuracy.
  • Offer hands-on experience in configuring and managing ExFlow parameters and workflows.

By the end of this course, participants will be proficient in using ExFlow's advanced features to enhance efficiency, accuracy, and automation in their invoice-handling processes.

This course is ideal for AP professionals, IT managers, and finance team members who are already familiar with ExFlow's basics and want to enhance their skills with advanced features.

It is also beneficial for those involved in the setup and maintenance of the ExFlow system within their organization.

Key Topics:

  1. Automated Invoice Coding:
    • Default Accounts: Learn to set up default accounts in Dynamics 365 to simplify the invoice coding process. Understand the limitations of default accounts and how to enhance them with ExFlow’s advanced features.
    • Posting Proposals: Configure posting proposals based on business rules to automate the allocation of costs across different accounts and dimensions. Explore both legacy and advanced posting proposals and how to use them as templates.
    • Coding Templates: Use Excel and CSV templates to import invoice lines. Learn best practices for managing these templates to ensure data accuracy and efficiency in the coding process.
  2. ExFlow Agreements:
    • Overview of Agreements: Understand the concept of ExFlow agreements and how they can bypass the approval process for recurring invoices under specific criteria.
    • Configuration: Step-by-step guidance on setting up ExFlow agreements, including defining acceptable usage policies and managing self-billing agreements.
    • Practical Applications: Explore real-world scenarios where ExFlow agreements can streamline your approval workflow, particularly for non-purchase order invoices.
  3. Prepayments:
    • Introduction to Prepayments: Learn how to manage prepayments within ExFlow, catering to suppliers who require upfront payments.
    • Setup and Management: Detailed instructions on configuring prepayment terms and conditions in Dynamics 365 and ExFlow.
    • Integration: Understand how prepayments integrate with your overall invoice processing workflow and how to reconcile them effectively.
  4. AI and Machine Learning:
    • Automated Coding: Discover how AI and machine learning can automate the coding of invoices by learning from historical data and patterns.
    • Setup and Configuration: Learn how to activate and configure AI-driven coding in ExFlow, including setting up criteria for AI to follow when coding invoices.
    • Accuracy and Efficiency: Explore how AI improves coding accuracy and efficiency and how to troubleshoot common issues.
  5. Configuration and Management:
    • ExFlow Parameters: Gain experience in configuring ExFlow parameters to tailor the system to your organizational needs.
    • Approval Workflows: Learn to set up and manage complex approval workflows in ExFlow, ensuring that invoices are routed correctly and approved promptly.
    • Data Import Management: Understand the process of importing invoice data from various sources, including manual and automated methods, and best practices for managing data accuracy and integrity.

Prepare

Before each course, we ask the students to prepare, for example, by watching a video. This ensures that they have the same or similar understanding of the scope of the upcoming training and the terminology to be used.

Participate

Each live course session is a focused 3-hour live online session led by one of our experienced Microsoft and ExFlow-approved instructors.

Practice

Maintain and extend your learning after the live course:

  • The live sessions are recorded for review again and again
  • Additional videos
  • Exercises – with separate suggested step-by-step guidance/solutions
  • Quiz: Test your knowledge questions.

Prove your skills with the ExFlow Academy Certification test.

Details

Date:
September 24
Time:
09:00 - 12:00 UTC+1
Cost:
299$
Event Categories:
,

Venue

Online (live)
Denmark + Google Map
Phone
+45 60 82 80 04
View Venue Website

Organizer

Henny Clausen
Phone
+45 60 82 80 04
View Organizer Website

Other

Delivery method
Online