Ability to promote custom invoice model to production or copy to another environment
It can take months of effort to train the custom invoice model. This must first be done in a UAT/test environment so that we can ensure proper functionality before bringing to production. However, when our testing is completed there isn't a way to move the model and it's training to our prod...
Exclude invoice lines on cost invoice
When handling cost invoice through pending vendor invoice and not invoice journal, it is not possible to exclude invoice lines.
We dont have purchase order numbers on our cost invoices, so we can't either use header only.
Could we please have this included as part of the...
Vendor Customer AI Models
Currently you can either have a custom model or the standard Microsoft maintained model.
In terms of general understanding for the invoice the standard MS one works well enough but for some suppliers there is additional complexity which the standard model will not handle.
Cost invoice transaction processing in Invoice Capture
Each cost invoice captured by the app is currently created as a sperate Invoice Journal in D365 Finance - i.e. a one-to-one relatonship between invoice an Invoice Journal.
This causes a lot of records on the invoice journal grid and makes it hard to navigate and search for a s...
Invoice capture - Allow multi-PO recognization in the same invoice
Currently, it is not possible to recognize multiple Purchase Orders within the same invoice that is read by Invoice capture.
Within a business, it can often happen that suppliers can send one invoice combining multiple Purchase Orders.
Hence, instead of having...
Capture and validate vendor bank account details from invoice
Currently, I haven’t found a way to capture the vendor account/bank details provided on an incoming invoice for payment purposes. It would be highly valuable to include these details and automatically verify them against the vendor’s bank accounts configured in Finance and Operations.
Pr...
Duplicate Invoice Check
Currently Invoice Capture does not check for duplicate supplier invoice numbers. A duplicate invoice number check is only performed once the invoice is transferred into D365 F&O, this is too late in the process.
The new requirement is for a duplicate supplier invoice check to ...
Improvement in Microsoft Invoice Capture AI builder model to read and process invoices with more than 1000+ lines
Our business is always facing problem when trying capture invoices with more that 15 to 20 pages via Invoice Capture AI model.
The reason for this is the attached invoices are having more than 1000+ lines, which can cause time outs from Ai builder.
Recommendation is to split and t...
Invoice Capture - Apply D365 Payment Terms to Invoice Due Date
Currently, when transferring to a Pending Vendor Invoice in D365, the Invoice will be created using the Due Date that was read in Invoice Capture.
We need the Invoice's Due Date in D365 to be calculated based on the Payment Terms which were negotiated with the Vendor, so eithe...
Design Change Request – Handling Multiple PO Invoices Transferred from Invoice Capture to FnO
In the header section of the Purchase Order invoice within Finance and Operations (FnO), there is a Purchase Order drop-down field that enables users to select a single Purchase Order (PO).
Many organizations rely on this field containing a PO number as a condition within their ...