More detailed description coming soon All staff working with ExFlow or interested in Invoice Automation concepts and the ExFlow functionality Profiles: End-users/Daily users Superusers Consultants Scope Get an introduction to the ExFlow Invoice Process. Including navigation, user setup, expense and PO invoices E2E (sales demo level), and approval in ExFlow web. Topics Introduction ExFlow process […]
During this 1-day course, you will learn how to set up and configure the essential components and features of SignUp Software's ExFlow app. Users and consultants who want to get a fundamental understanding of the setup and configuration of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The ability […]
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 […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective This course aims to provide insights into how the data flows through the process, how ExFlow relates to standard D365FO (behind the scenes), and how approval routing works in ExFlow. Training participants should […]
During this 2-day course, you will learn how to set up and configure the advanced components and features of SignUp Software's ExFlow app. Users and consultants who want to get a detailed understanding of the setup and configuration of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The ability […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective This course aims to provide an understanding of how ExFlow can automate the PO invoice process; utilizing the standard D365FO matching framework and adding extra functionality. Topics Introduction ExFlow process for PO-based invoices […]
During this 2-day course, you will learn how to manage the advanced processes and use the advanced features of SignUp Software's ExFlow app. Users and consultants who want to get a detailed understanding of the processes in and use of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Get information about the most common import methods in general, and learn how to set up ExFlow Data Capture (EDC) as an import method. Learn how to validate your invoices in ExFlow Data […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Topics Introduction Posting proposal Agreement Prepayment Settlement Automatic coding features Vendor Default Account Posting proposal Posting proposal advanced Attributes Coding templates Artificial Intelligence / Machine Learning (Automatic invoice coding) Exercises A high-quality VM […]
All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Get a comprehensive understanding of the ExFlow configuration in this deep-dive into ExFlow parameters and setups. This includes the several types of ExFlow workflows to be configured, as well as Basic and Extended ExFlow batch jobs. Topics Introduction […]
All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Learn how to set up Projects in ExFlow and start processing project-related invoices - also on intercompany projects. Topics Introduction Project setup Project group Project intercompany parameters Types Status, etc. Exercises A high-quality VM is available for the […]
More detailed description coming soon All staff working with ExFlow or interested in Invoice Automation concepts and the ExFlow functionality Profiles: End-users/Daily users Superusers Consultants Introduction ExFlow process – short demo ExFlow forms and how to navigate ExFlow process for Non-PO invoices from import to final posting ExFlow process for PO invoices from import to […]
During this 1-day course, you will learn how to set up and configure the essential components and features of SignUp Software's ExFlow app. Users and consultants who want to get a fundamental understanding of the setup and configuration of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The ability […]
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 […]
During this 2-day course, you will learn how to set up and configure the advanced components and features of SignUp Software's ExFlow app. Users and consultants who want to get a detailed understanding of the setup and configuration of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The ability […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective This course aims to provide insights into how the data flows through the process, how ExFlow relates to standard D365FO (behind the scenes), and how approval routing works in ExFlow. Training participants should […]
During this 2-day course, you will learn how to manage the advanced processes and use the advanced features of SignUp Software's ExFlow app. Users and consultants who want to get a detailed understanding of the processes in and use of ExFlow. Prerequisites: Before attending this course, students should have: General knowledge of Microsoft Windows The […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective This course aims to provide understanding of how ExFlow can automate the PO invoice process; utilizing standard D365FO matching framework and add extra functionality. Topics Introduction Follow-up since last session ExFlow process for […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Get information about the most common import methods in general, and learn how to set up ExFlow Data Capture (EDC) as an import method. Learn how to validate your invoices in ExFlow Data […]
More detailed description coming soon All staff working with ExFlow in-depth or interested in more advanced ExFlow functionality Profiles: Superusers Consultants Objective Topics Introduction Posting proposal Agreement Prepayment Settlement Automatic coding features Vendor Default Account Posting proposal Posting proposal advanced Attributes Coding templates Artificial Intelligence / Machine Learning (Automatic invoice coding) Exercises A high-quality VM […]
