Dynamics 365 Web Approvals for Payable Invoices – How To Guide
Are you tired of manually typing invoices and other documents? Would you like to save time on document handling and approval of documents?
With Dynamics 365 Business Central and Continia, you can automate every step of your daily invoice processing, from receiving and registering a document to retrieving it for auditing or reporting. Continia apps integrate seamlessly with Dynamics 365 so that you can manage everything from within Business Central. And the best thing is that this all happens automatically.
With Continia Web Approval Portal, every employee can access pending approval documents on the go without having to log into the Microsoft Dynamics 365 application. You only need access to a Web-browser to access all expenditures and documents pending approval.
Approvals from the Web Approval Portal happen in real time, meaning that you always have an up-to-date overview of expenses and documents pending approval.
Why our Customers love this feature
The Continia Web Approval Portal is a web service that integrates directly into Microsoft Dynamics 365. Through this portal, all employees can approve expenses and documents even if they have no direct access to Microsoft Dynamics 365. Employees only need access to a Web-browser. This allows for quicker invoice approval. It also promotes paperless working and makes documents accessible anywhere.
Typical uses of this function include;
- Approve Invoices sent to you for authorisation – remotely and outside of the Dynamics Business Central Application
- View Documents for Approval
- Share documents with other approvers
- Re-Code documents for approval, with new GL Codes or GL Analysis Codes (Dimensions)
- Streamline processing and managing purchase invoices with a range of features, including authorisation limits, approval sharing and approval flow paths.
Simplified web expenses and approvals is one of our Top 5 Features of Dynamics 365 Business Central.
Overview of Web Approvals for Payables Invoices
Typically, an invoice will be sent from the supplier by email and this will be processed using the Document Capture module in Dynamics 365 (please refer to our Guide for Purchase Invoice Processing and Capture).
Once processed and initially coded, the invoice is assigned to an individual (or department) and sent for approval:
The document can be assigned to an individual or a department. Documents can be shared for multiple approvers to be authorised for approval.
Each approver (and each approver in an approval flow path) has set authorisation limits.
Once the approval path is set, the document can be sent for approval:
The document can be approved within Dynamics 365, either via the web browser, the mobile app, or the Web Approval Portal. This document covers the last option.
Logging on to the Web Approval Portal
Accessing the portal can be done using your Microsoft Office 365 credentials:
Once logged in, the user sees all documents that are either assigned to them individually, or shared (for example departmental approval).
To view an invoice, click on the record. The invoice is displayed with the coding and with an image of the invoice.
From here, a user can recode the invoice:
They can choose a different GL Code or Dimension from the available list in a drop-down box.
They can also add a comment or a further attachment.
The user is able to forward, approve or reject the invoice.
Once the invoices are approved, the AP Processing can then post the invoices.
Summary
With Business Central and Continia Web Approval Portal, the approval of Payables Invoices can be done anywhere, and any time. It is a completely paperless process. Only approved invoices are posted, and the Accounts Payable team have complete visibility over all invoices in the process for Accruals and Prepayments reporting.
For more information, visit our Dynamics 365 Business Central page or simply get in touch.
