Streamline PO Invoice Approvals with "Receive and Invoice" –  Now in SimplyAP!

Overview

Receiving at the time of invoicing is a workflow where an organization records the receipt of goods (items) simultaneously with processing the corresponding invoice.

We're thrilled to introduce "Receive and Invoice" –  a powerful new feature in SimplyAP, designed to support customers that are receiving inventory at the time of invoice.   Seamlessly integrated with Business Central, it boosts efficiency, accuracy, and scalability!

Here's how it works:

• Automated Validation: Incoming invoices are instantly checked against their POs in Business Central.
• Line-Item Matching: SimplyAP verifies invoice line items against corresponding PO line items for added precision.
• Streamlined Item Receipts & Invoice Creation: Matching invoices can bypass approvals – SimplyAP automatically receives items and generates the associated purchase invoice in Business Central.
• Exception-Based Approvals: Mismatches are flagged for review, ensuring accuracy and timely action.

Additional Workflow Configuration options associated with “Receive and Invoice”

Always require approval:

• Description: Ensures no invoice is processed without explicit approval by a designated approver. This option maximizes control over payment authorization and is suitable for environments requiring strict oversight.

Require minimum number of user approvals:

• Description: Prevents single-person approvals by setting a minimum threshold for processing an invoice. This fosters collaboration, encourages cross-checks, and helps distribute financial responsibility across multiple team members.