Events

Loading Events

« All Events

ExFlow Import Methods & Data Capture Basics

September 19 @ 09:00 - 12:00 UTC+1

299$
Exflow Import Methods and Data Capture Basics course T

Tickets

Location Starts at Duration
Online (live) September 19 @ 09:00
The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
ExFlow Import Methods & Data Capture Basics. 2024-09-19
ExFlow Import Methods & Data Capture Basics. Live online 2024-09-19 @ 09:00 CEST
333 $
Unlimited

In this comprehensive course, “ExFlow Import Methods and Data Capture Basics,” you'll understand the essential techniques and tools to streamline your invoice processing and data capture workflows.

Designed for accounts payable, finance, and IT professionals, this course covers the setup and configuration of import methods in ExFlow, including the ExFlow Data Capture component. This ensures seamless data transfer from various sources into your Dynamics 365 Finance and Operations system.

By the end of this course, you'll be equipped with the knowledge to configure and optimize import methods in ExFlow, including the ExFlow Data Capture component, enabling more efficient and accurate invoice processing.

Course Objectives:

  • Provide a comprehensive understanding of the various import methods available in ExFlow.
  • Equip participants with the skills to configure and set up import methods in ExFlow.
  • Enable participants to capture and process invoice data efficiently using ExFlow Data Capture.
  • Ensure participants can integrate ExFlow seamlessly with Dynamics 365 Finance and Operations.
  • Teach best practices for automating invoice imports and optimizing workflows.
  • Offer hands-on experience to apply learned concepts in real-world scenarios.

By the end of this course, you'll be equipped with the knowledge to configure and optimize import methods in ExFlow, including the ExFlow Data Capture component, enabling more efficient and accurate invoice processing.

This course is ideal for:

  • Accounts Payable Professionals: Looking to enhance their knowledge of automated invoice processing.
  • Finance Managers: Seeking to streamline and optimize financial operations.
  • IT Specialists: Responsible for the integration and maintenance of ERP systems.
  • Business Analysts: Focused on improving business processes and data accuracy.

Key Topics Covered:

  1. Overview of Import Methods:
    • Learn about the different import methods available in ExFlow, including FTP, SFTP, and EDI.
    • Understand the scenarios in which each method is most effective and suitable for your organizational needs.
  2. Configuration and Setup:
    • Step-by-step guidance on setting up import methods in ExFlow.
    • Detailed instructions on configuring various data capture settings to ensure accurate and efficient invoice processing.
    • Explore advanced configurations for handling complex import scenarios.
  3. Data Capture Essentials:
    • Understand how to capture invoice data efficiently, whether from paper, PDF, or electronic invoices.
    • Learn about the tools and technologies used for data capture, including OCR (Optical Character Recognition) and machine learning.
    • Best practices for managing and maintaining data capture tools to reduce errors and improve accuracy.
  4. Integration with Dynamics 365 F&O:
    • Explore how ExFlow integrates with Dynamics 365 Finance and Operations to streamline invoice processing.
    • Learn about the data flow between ExFlow and Dynamics 365 F&O, including how to handle exceptions and errors during data transfer.
    • Best practices for maintaining a robust integration that supports your business processes.
  5. Automation and Optimization:
    • Discover best practices for automating invoice imports and managing exceptions to maintain data accuracy and integrity.
    • Learn how to set up workflows and rules in ExFlow to automate repetitive tasks and reduce manual intervention.
    • Techniques for monitoring and optimizing the performance of your import methods to ensure they run smoothly.
  6. Hands-On Practice:
    • Get access to practical exercises and real-world scenarios to reinforce your learning.
    • Troubleshoot common issues and learn how to resolve them effectively.

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 three-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 19
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