Description

What you get

• Welcome email to students
  • Link to Dashboard in AXcademy – one-stop for all information
    • Overview
    • Links to live sessions
    • Preparation materials
    • Live recordings and presentations used
    • Practice exercises
• Preparation materials
  • Videos, presentations, et al.
• Participate
  • Live session – 1 x 3-hour live session
  • Recorded live session (accessible for 30 days after the course)
  • Presentations used
• Practice materials
  • Hands-on exercises, deep dive documentation, et al.
  • Test-your-knowledge quiz (see below)
• Practice quiz
  • • Test-your-knowledge quiz
      • Available for 3 takes.

Course Content

1. Introduction and Course Setup
   • Overview of the ExFlow Basics course structure and objectives.
   • Introduction to the ExFlow interface and navigation.
2. Demonstrations and Hands-On Practice
   • Step-by-step demonstration of the invoice processing workflow.
   • Practical exercises on configuring user settings, managing invoices, and processing examples.
3. Deep Dive into ExFlow Functionality
   • A detailed explanation of ExFlow’s integration with D365 F&O.
   • Configuration of settings, parameters, and user roles.
   • Automation of invoice data capture, including OCR and EDI.
4. Invoice Management and Processing
   • Navigation through invoice forms, header sections, and line sections.
   • Manual and automated invoice posting, validation, and final posting.
   • Handling exceptions, rejected invoices, and finalizing the approval process.
5. Advanced Features and Best Practices
   • Utilizing posting proposals and machine learning for auto-coding.
   • Configuring approval routing rules and managing cross-company invoices.
   • Implementing best practices for efficient invoice management.