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The Procure to Pay Process in Dynamics 365 Business Central


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Procure to Pay Has Never Been Easier Thanks to Dynamics 365 Business Central

For organizations large and small, it's important that recordkeeping is both efficient and accurate. Without the right software solution, the procure to pay process can give rise to costly data entry errors.

 

But with the help of Dynamics 365 Business Central, procure to pay has never been easier. All it takes is a few clicks to create a purchase invoice, pay the corresponding vendor, and review the vendor balance. Business Central also includes an auto suggest feature that streamlines the payment process and reduces errors.

 

Creating a Purchase Invoice

Dynamics 365 allows you to create a purchase invoice in just a few clicks. From the Business Central dashboard, you can quickly access your list of vendors and view vendor information. Once you’ve selected the appropriate vendor, you can create a purchase invoice, post the invoice, and print it for recordkeeping purposes.

 

Paying the Vendor

There’s no need to switch windows or software when it comes time to pay the vendor: in Dynamics 365 Business Central, this functionality is available from your dashboard. From the Payable screen, you can easily select the correct vendor, enter the payment amount, and tie the payment to the corresponding invoice.

 

Reviewing Vendor Balances

Want to make sure that a recent invoice is reflected within a vendor’s balance? Dynamics 365 Business Central makes this easy. From the dashboard, all you have to do is navigate to the Vendors page to quickly access recently posted invoices. From here, you can verify that a particular invoice has been posted.

 

Payment Auto Suggest Feature 

Thanks to Business Central’s payment auto suggest feature, you can pay invoices without the need to enter data manually. This saves you time and reduces the chance of error.

 

Everything You Need to Know About Procure to Pay

Want to learn more about the procure to pay process in Dynamics 365 Business Central? Take a look at our step-by-step blog post.

 

 

CLICK HERE FOR THE FULL ARTICLE

 

 

Make the Switch to Dynamics 365 Business Central

Ready to get started with Business Central? As the 2019 Microsoft US Partner of the Year for Microsoft Dynamics 365 Business Central, JourneyTEAM has the knowledge and expertise to help your business make the transition. Contact us today to learn more!

 


Article by: Dave Bollard - National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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