By the end of this course, participants will be proficient in using ExFlow’s configuration and setup to enhance efficiency, accuracy, and automation in their invoice-handling processes.
Course Objectives:
- Understand the configuration process of ExFlow in Dynamics 365.
- Set up and manage workflows to automate invoice approvals.
- Configure and monitor batch jobs for seamless invoice automation.
- Enhance efficiency and accuracy in handling purchase order invoices and cost invoices.
By the end of this course, participants will be proficient in using ExFlow’s configuration and setup to enhance efficiency, accuracy, and automation in their invoice-handling processes.
Audience
This course is ideal for finance professionals, system administrators, and IT specialists who are responsible for managing and automating invoice processing using ExFlow within Dynamics 365 and want to enhance their skills in configuring and setting up ExFlow.
3-hour live online ExFlow (D365FO) course.
The delivery is per our Prepare-Participate-Practice (3P) methodology.
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 three takes.
Description
Audience
This course is ideal for finance professionals, system administrators, and IT specialists responsible for managing and automating invoice processing using ExFlow within Dynamics 365 who want to enhance their skills in configuring and setting up ExFlow.
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
Course Content
- ExFlow Configuration:
- Initial Setup: Learn how to configure the ExFlow license key and activate ExFlow within Dynamics 365. Understand the general parameters and their impact on invoice processing.
- Feature Management: Explore hidden features and learn how to safely enable or disable them based on your organization's needs.
- Financial Dimensions: Set up financial dimensions and configure them for accurate tracking and reporting.
- Invoice Types: Understand the configuration for different invoice types (purchase order, non-purchase order, etc.) and how to set up rules for each.
- Workflow Setup:
- Creating Workflows: Step-by-step guide to creating workflows that automate the approval process. Learn to configure rules and conditions for different types of invoices.
- Customizing Approvals: Learn how to set up dynamic approval workflows based on invoice data, configure automated routing, and assign approvers.
- Action Workflows: Learn about action workflows that can take predefined actions on behalf of approvers to streamline the approval process.
- Scenario-Based Workflows: Practice setting up workflows for various business scenarios to handle exceptions and unique approval conditions.
- Batch Jobs Management:
- Batch Job Configuration: Detailed instructions on setting up batch jobs for importing, registering, and posting invoices automatically.
- Monitoring and Troubleshooting: Learn best practices for monitoring batch jobs and troubleshooting common issues to ensure smooth operation.
- Performance Optimization: Techniques to optimize batch job performance and ensure efficient invoice processing.
- Automating Imports: Understand how to set up and manage automated import methods for different invoice sources, including OCR and EDI.
- Advanced Features:
- Automated Invoice Coding: Learn how to configure and use automated invoice coding features, including default accounts, posting proposals, and coding templates.
- AI and Machine Learning: Explore the capabilities of AI and machine learning in ExFlow to enhance the accuracy and efficiency of invoice coding.
- ExFlow Agreements: Understand how to set up and manage ExFlow agreements for recurring invoices and bypass the approval flow where applicable.
- Handling Prepayments: Learn to manage prepayments within ExFlow and integrate them into your invoice processing workflows.
