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ExFlow Processes & Use | Fundamentals | Classroom

March 13 @ 00:00 UTC+1

ExFlow D365FO Processes Use Fundamentals course

During this 1-day course, you will learn how to manage processes and use the basic features of SignUp Software's ExFlow app.

Users and consultants being responsible for the processes and use of ExFlow.


Before attending this course, students should have:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • General knowledge of Accounts Payable invoice processing.


100 (Fundamentals).

During this 1-day course, you will learn the following tasks.

There will also be time to discuss which tools are a priority for you in your role.

You will learn the following:

  • How ExFlow works
  • How ExFlow differs from standard D365FO AP invoice processing
  • Setup
  • Invoices
  • ExFlow vendor invoice management workspace
  • Inquiries and reports
  • Periodic tasks
  • Setup and use of purchase order invoice on arrival of goods

Course outline

How ExFlow works

How ExFlow differs from standard D365FO AP invoice processing


  • Parameters
    • General
    • Document handling
    • Import
    • Sales tax
    • Project
    • Fixed assets
    • Purchase order
    • Approval
    • Prepayment and settlements
    • Email notification
    • Number sequences
  • Configuration
    • Columns
    • Source dimensions
    • User level permissions
    • User level
  • General parameters
    • Parameters
    • License information
    • License information tab, Invoices per company report
    • Web setup tab
    • Document chat tab
    • PDF Web service
    • Line item charges tab
    • Feature management
  • Import Methods
  • ExFlow Users
  • Agreements
    • To start working with agreements
    • Agreements overview
    • ExFlow workflow for agreement approval
    • ExFlow agreement manager role
    • CrossCompany Agreements
    • Auto Generate Self-Billing invoices
    • Agreements assigned to me
  • Signing limit per line type
  • Setup Automatic postings
    • Allocate charges
    • Project Category Item sales tax group
    • Vendors for credit settlement
    • Vendors for pre-payment
    • Vendors for goods arrival
    • Attribute value map
    • System total amount approval
    • System line amount approval
    • Adjust VAT at approval
    • Charge tolerance amount system approval
    • Validate packing slip qty
    • Allocate difference amount between header and lines
    • Default dimension combination
  • Extended Search
  • Coding lines for import
  • ExFlow system approval groups
  • Invoice type header/lines
  • Connect for purchase order invoices
  • Workflows
    • Advanced workflow position hierarchy mapping
    • Advanced workflow financial dimension mapping
    • Combination dimension owner
    • Advanced workflow approver on financial dimension
    • Action workflow setup
  • Posting proposal – Deprecated feature
  • Posting proposal advanced
  • Automatic invoice coding
  • Generate template for importing invoice lines
  • Notifications – Approval email
    • Document chat email
    • Definitions

Daily use

  • Import invoices
    • All import invoices
    • Edit/view imported invoices
      • Suggest approvers with logging
    • Purchase order invoices
      • Lot ID and Purchase Order Matching
      • Charges
    • Manage and approve invoices (document form)
    • Document form All
    • Edit/view invoice distributed for approval
      • Invoice history
      • Line history
  • Chat function
    • Document form
    • Approval form
    • ExFlow web
  • My vendor invoices
    • Search invoices
    • Approving and changing accounts in the ExFlow approval form
      • Approve, Reject or Hold an invoice line
      • Split lines
      • Add one or more new approvers
  • Post control
  • ExFlow vendor invoice management workspace
    • Workspace tab
    • Analytics tab
  • Inquiries and reports
    • Import history
    • Attachment form
    • Invoice history and matching details
    • Invoices
    • Invoices per company
    • Table browser – removed
    • External integration form
    • Matching results for purchase invoices
    • Imported invoice history
    • ExFlow vendor aging report


Periodic tasks

  • Import OCR invoices to import form
  • Process attachments
  • Middleware integration – Deprecated feature
  • Import invoice XML files – Deprecated feature
  • Import invoice XML files (Multiple methods)
  • Create journal for accrual of estimated costs
  • Invoice register vendor invoices
  • Final posting
    • Cost account invoices
    • Purchase order invoices
  • Auto match purchase order invoices on arrival of goods
  • Auto get purchase order lines in Import form
  • Escalation
  • Suggest approvers
  • Broadcast email
  • Upload vendor information to ExFlow Data Capture (Multiple methods)
  • Generate graph data
  • Update invoice image URL
  • Upgrade invoice image for historical data
  • Update invoice date
  • Auto Generate Self-billing invoices
  • Log clean up
  • Import history data clean up

Setup and use of purchase order invoice on arrival of goods

  • Introduction
  • Invoices with quantity variance
  • To manually handle quantity variance
  • Batch job Auto match purchase order invoice on arrival of goods
  • Settings
  • Process

The price for this course includes training manuals, a training environment, and a practice test.

Training manuals

Training environment
During the training, each student will have access to their personal copy of a Microsoft Dynamics 365 Finance and Operations apps training environment (VM).

Practice test

Additional info
You will benefit from learning from a world-class Microsoft certified trainer with extensive real-life technical experience in D365FO apps and earlier versions of AX.

Small class sizes of up to 10 students for the optimum learning environment.

Full catering during class hours, including lunch, beverages, fruit, etc.

Not included
Any exams

This course is recommended as preparation for the Certification exam ExFlow Configuration | Associate

This course is also available as a Live Online Class


March 13
00:00 UTC+1




Henny Clausen
+45 60 82 80 04
View Organizer Website


1 day
Delivery Mode
Skill level
Delivery method

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