Suggested by Victor Eduardo Fermin Hernandez – New
I suggest implementing a feature that allows users to review the PDF of an invoice and compare it directly with the corresponding vendor invoice journal.
This functionality would enable users to access the invoice journal, view the captured data, and cross-check it against manually attached PDF files. Such a feature would streamline the validation process and improve accuracy in invoice handling.
Comparison Interface:
- Provide a side-by-side view of the attached invoice PDF document. On Vendor Invoice Journal Form.
This feature would be extremely useful for Accounts Payable (AP) teams across companies using Dynamics, and it aligns with functionalities already available in other areas of the system.
This is a critical enhancement and would be an exceptional add-on to the existing Invoice Capture solution. I’m glad to see this idea being considered, as it addresses a real need for AP teams like ours.
The ability to compare the captured invoice data side-by-side with the original PDF directly within the Vendor Invoice Journal would significantly streamline validation, reduce errors, and improve efficiency. This is already available for PO invoices—so it raises the question: why not extend the same capability to non-PO (cost) invoices as well?
Having two different processes and views for PO and cost invoices introduces unnecessary complexity for users. This is a great opportunity to consolidate the process and create a unified experience across both invoice types.
I’m certain many other customers using Invoice Capture have been waiting for this capability. Please keep me updated on the status of this idea—I’m looking forward to its formal submission and planning toward implementation. This feature would truly elevate the AP experience across the board.
Having the ability to view invoice PDFs side by side with the Vendor Invoice Journal would be a significant improvement.
This feature would help streamline operations, reduce errors, and enhance the overall user experience, especially for AP teams who regularly validate invoice data.
The ability to directly compare the captured information with the original PDF would not only accelerate the review process but also minimize the risk of discrepancies going unnoticed.
It’s a logical and valuable enhancement that aligns well with existing Dynamics functionality, and I believe it would bring measurable efficiency to day-to-day AP workflows.
Yes to this! A side-by-side PDF view for cost invoices in D365 Invoice Capture should absolutely be a standard feature.
Having the PDF visible right next to the data entry fields would:
This is a basic feature in most AP automation tools, so making it native in D365 would bring huge value to all users.
If you agree, please upvote so Microsoft sees the demand!