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ExFlow Processes & Use | Fundamentals | Online

August 21 @ 09:00 - 16:00 UTC+1

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

Users and consultants who want to get a fundamental understanding of the processes in and use of ExFlow.

Prerequisites:

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.

Level:

100 (Fundamentals).

During this 1-day course, you will learn about the topics listed below in the Course outline.

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
  • Daily use
  • Inquiries and reports
  • Periodic tasks

Course outline

How ExFlow works

How ExFlow differs from standard D365FO AP invoice processing

Daily use

  • Import invoices
    • All import invoices
    • Edit/view imported invoices
      • Suggest approvers with logging
    • 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
  • ExFlow vendor invoice management workspace
    • Workspace tab

Inquiries and reports

  • Import history
  • Attachment form
  • Invoice history and matching details
  • Invoices
  • Invoices per company
  • 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
  • Import invoice XML files (Multiple methods)
  • Invoice register vendor invoices
  • Final posting
    • Cost account invoices
    • Purchase order invoices
  • Suggest approvers
  • Broadcast email
  • Update invoice date
  • Log clean up
  • Import history data clean up

The price for this course includes training materials, a training environment, and a certification exam.

Training materials

ExFlow User Manual

Extra materials:

  • Hands-on labs/exercises
  • Presentations
  • Examples
  • Invoices

Training environment
During the training, each student will have access to their personal copy of a high-quality training environment. It is a complete Microsoft Dynamics 365 Finance and Operations apps training environment (VM) – with ExFlow training configuration and demo data on top of the familiar Microsoft standard Contoso demo data. It is available during your class and optionally also after the class.

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.

Live online course sessions are recorded and available for 30 days after the course has finished.

This course is recommended as preparation for the Certification exam ExFlow Processes & Use | Fundamentals.

This ExFlow certification exam is available at the end of each course. If you pass, you get a digital certificate as proof.

 

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