Create Custom Invoice for Teams Effortlessly

Create custom invoice for teams

hello everyone a good day thank you for joining us uh with our presentation with our partners over at Dynamic point so we are going to take a look at their AP automation solution as it works with Dynamics 365 business Central Dynamic Point does offer quite a few applications so we are just focusing on this one for today so my name is Jonathan Kroll I am the business Central product lead for sa Global America's and then we also have Andrew tuskey on our team joining um and then the the star of our show is going to be Mr Mike from Dynamic points so I will hand that over to you Mike thank you Jonathan I don't know about star but we'll see what we could do and I appreciate you giving us the opportunity to talk today's session as we introduced here is talking about AP automation specifically using Office 365 so we're going to spend most of the meeting going through that and then we're going to end it with how you could also extend that using a Vendor Portal so I'm going to go ahead and focus on my screen here and kill my camera just wanted to say hi go ahead and drop that and focus on our presentation so today we are going to be talking about our um easy AP 365 product right and as you probably figured out the whole intent of this product is um essentially leveraging Office 365 to offer more functionality for hopefully a better price by leveraging what you already own that's the whole intent of this um so the Office 365 product I'm sorry the easy AP product is entirely built within this ecosystem that Microsoft provides us so we're using all day Office 365 tools we're using the workflow we're using SharePoint as a document storage and we're trying to use all these components such that we could provide a solution for you that would like I said well a use what you already own and then hopefully the goal here is to give you a more flexible product for a cheaper price because we are using what you already own the components that go into that from an AP automation perspective there's really you know I like to summarize it into four big areas from AP automation one is the Erp integration aspect is obviously this system has to tie in with the Erp product in this case we'll be focusing on business Central but we have integration with other products as well the other is of course it has to serve as a repository I have to store this data somewhere invoices have to come in these are invoices that are going to be coming in from my vendors right that's the topic for today how do I take these vendor invoices and what do I do to organize them and process them how do I leverage OCR right and using optical character recognition technology to extrapolate what I need from that otherwise PDF or paper invoice and then the workflow component and really what you see on this next pie chart over here is so much of this functionality is already available to Office 365 subscriber subscribers right an invoice repository SharePoint is a great foundation for that SharePoint is not only the foundation for you know document storage from a general Microsoft perspective but other apps such as teams and OneDrive use SharePoint as their document repository as well the other one the workflow power Auto previously known as Microsoft flow is a great workflow tool that we can leverage for routing invoices for review and approval and obtaining that delegation of authority and who needs to see what based on you know vendor or the threshold Etc of that invoice as well as in OCR so there's various OCR Solutions out there Microsoft provides their AI Builder which has native OCR capability for receiving invoices and extrapolating the data that I need out of them so as you can see a lot of this is you know technology that's already available and already at your fingertips if you're an Office 365 subscriber oops I'm sorry I missed a couple slides here so oh there we go um quick talk about our product portfolio make sure oh I'm sorry I missed one let's do one more um so just a little bit about us and dynamic Point what it is that we do so we've been around since 2009 and um our products are all created on The Office 365 framework which you've probably figured out we have a little bit of History before us we used to create custom apps and then on-premise SharePoint products back in the day before Office 365 was even around and now all of our products are built on this Office 365 framework so that's just a little bit of history on us a little bit about our product portfolio we're going to be featuring the Two on the left we're going to talk a little bit about our portal product that will enable a Vendor Portal we'll touch on that at the end most of our Focus will be on this product right here which is our AP automation product again the intent of this application is going to be taking everything from the point of an invoice coming in from the vendor workflow the use of OCR what we call AP management which includes both Po and non-po invoices and then ultimately bringing this in as an invoice to business Central ready to be posted and paid and then the last product you see here is an employee expense management product we're actually going to skip this one for the sake of today so that'll be our Focus for today's webinar again a little bit more about these Technologies of Office 365 that I introduced and how they're working together to provide an AP automation platform using this Office 365 framework so I like to say we're sort of a piece of this pie if you will right because you can see there's a lot of different Technologies coming into play and we're on the leftmost side here and really what our product is doing is offering the integration and the functional aspects of or the accounting aspects I should say of AP automation po matching non-po matching account assignment templates and things like that the data repository and where my all my information is being stored and my invoices are coming into is provided by SharePoint so in addition sharepoint's providing the security The Branding the document management and in general you could see it's really the framework for this whole process it's the home it's where the app is deployed it's where I'm going to go look at statuses and everything else so it's really the user interface if you think about it from that perspective moving forward you see Power automate that's the workflow tool of choice here power automate is going to Route invoices for approval it's going to look at POS and apply thresholds and things of that nature it is the Automation and the business logic behind this whole um a solution that we're going to discuss other things I could do depending on how I'm capturing invoices from vendors I could use forms I could use powerapps and sort of extend this process again using just different aspects of The Office 365 Suite depending on what my business process is if I'm in like a distributed buying environment and I want buyers or I should say people in the field to submit check requests I could simply create them a form I'll show you some examples of that of how I could have a form come in and bring data directly into an invoice automation process or if I need something more sophisticated I could give them an app on their phone as well and the last thing tying all of this together is power bi again all of the data is being stored over here in SharePoint so if I want to begin developing reports and things of that nature I have power bi at my fingertips I can natively connect to this data and begin you know creating dashboards and developing analytics and we'll show some examples as that as well so that was it from an introduction process on who we are and what it is that we do and how this is all going to work together and now I'm going to dive more into the AP automation process and then of course we'll go look at that and see what that means AP Automation in general I like to simplify it in sort of three major steps right the first step is an invoice has to be received no kidding right if I'm going to process an invoice from a vendor I have to get it and ultimately what that means for us is this invoice is going to come into a library right so you I've heard this you know Library called a queue I've heard it called a collection device you know people call it a garbage disposal whatever we want to call it this is what we're going to monitor for all invoices that are coming into the system now how do I get an invoice from a vendor into this library and there's a lot of options there that's a pretty tricky question because Office 365 gives me a lot of flexibility the most common one that we see from a business perspective is email right I have an AP inbox a vendor is going to send an email to it and I want that inbox to be monitored such that all invoices going into it are automatically processed and that's absolutely fine right that's a common scenario others that we've already introduced is the concept of a check request invoices are going to go to people in the business maybe managers who requested this service maybe cost center owners and they need to submit that invoice to accounts payable could they yield my own just you know for the email to me they could of course right like they could just send it the concept of a check request though is now I could require them to give me more information as opposed to them just sending me an email saying hey can you please pay this and then I have to go back and forth and say you know what the heck is this for you know can you give me some more information if I give them a check request process I can now um adhere to a more standard process of what I need from an accounts payable perspective to take that invoice and submit it for processing if I receive invoices mobile a right maybe I'm out running around and I'm getting invoices or employees are buying things and they want to submit those for reimbursement I could use this concept of a mobile upload to also submit things to a library maybe I want to give my vendors a portal and have them submit their own maybe I receive them on paper you know maybe I want to scan them in or drag and drop them all of those are just native aspects of how I can interface with a SharePoint library and use that as a collection device for incoming invoices so now that I have it great what am I going to do with it right I'm obviously going to process this and a lot goes on in this step so obviously I'm simplifying here but this is where OCR is going to be initialized and I'm going to extrapolate data this is where our app is going to come into play and it's going to look at like purchase orders and do matching or assign accounts based on the vendor and things like that this is where sort of the accounting aspect comes in as well as the workflow maybe I need to Route this for review and approval maybe if it's for a PO and it's within a given threshold I don't need an approval so I need an automation tool to apply the logic here of what's going to occur and how I need to Route this now that I've received it and used OCR to extrapolate data from it and then the last but not least is the accounting integration right this transaction is going to come in ultimately I want to create this purchase invoice in the world of business Central or whatever Erp I'm using and that's where the invoice is going to be passed off all of the data that's collected of course from a GL account assignment or a PO matched is going to be automatically integrated we're going to leverage the web services there and create that transaction in real time so that's the last and final step so you could really look at this process and say it's really applied to everything from the point that the invoice comes in to the point that I'm ready to actually enter it post it and pay it in the world of BC okay the different personas I have to be several different people today so just to sort of set the stage I'm going to jump around a little bit but I'll you know it can make it confusing but I'll try to introduce who I am in this process before I I actually demonstrate it I have to be a vendor right I need to submit these invoices what does a vendor care about getting paid right they don't want it to be complex they want it to be simple and they want to get their invoice in and process that's their whole real goal in life is you know show me the money accounts payable they're going to be the other big player and probably the biggest one in this they worry about managing this process the efficiency the coding looking at all invoices who's not approving what who do I need to follow up with Etc they want the oversight of it and then the last but not least player in this demo is the manager right they have to review their invoices they're just concerned with productivity this is not their full-time job and they want it to be as easy and quick as possible so I will try to introduce who I am as I'm going through this so we keep it clear obviously I have to be everyone today um but I'll do my best to keep that separate okay so let's get out of this and let's go ahead and go to our AP processing dashboard and I'm going to do a little bit of introduction on this site um and then we'll step right into the process so this is the AP processing dashboard as you guys have probably all seen in your life this is a SharePoint site it's really all it is the only thing that makes this site different than any other SharePoint site in this world is our app has been added to it so you know just like I could add lists and other content to SharePoint I could add an app and you can see our AP automation app has been added to this site so to look and feel is really up to you on what I want this site to look like um for us I've basically organized it using those three steps so this is invoices coming into the system which I'll show you this is my processing queue this is just a link to business Central to show those that have already integrated and then I have some power bi reports here just showing me some kpi high level information on a printable invoices by vendor total as well as a quick snapshot of Aging again data is residing in SharePoint I could develop these to my heart's content to how I want to show this information that's in the system so we're going to stop through those three steps again just let you know what we're talking about and keep us on I'm talking about this slide right here we're going to go through the receipt the workflow and then the integration so I have to be a vendor right so I'm going to put on my vendor hat and submit some invoices to be processed and I've prepared an email here and as you can see it's going to an AP at dynamicpoint.com that happens to be my shared inbox of which is going to collect these invoices for processing so the vendor's job is really to give me the invoice and I have attached several here just so I have several to play with um so you know I have different invoices some po some non-po Etc and we're going to go ahead and send it so really that's what I want the vendor to do right to email the invoice such that I could electronically process it if they don't email it and they give me paper we'll talk about that in a second but of course we're gonna um follow through this example and then we can talk about alternatives so I'm going to go into this incoming invoices Library and this Library no one is hanging out here by the way but what I want to show is this is the capture device for all those invoices that I have coming into the system so if you can see there I just refreshed and all those invoices that were submitted to my inbox were captured now in this Library right and what's occurring in the background is after I get all these invoices OCR is being performed on them and what you're going to see here in a brief second is all of these columns that are otherwise blank with who it's from the subject the invoice number the amount the date are going to start getting the data from OCR and be populated with that information and the reason I'm showing you this is so you understand how it works right no one is really quote-unquote hanging out waiting for this to happen or at least I hope not um but you could see how I could use this in other applications and how flexible of a solution this can become so sometimes my OCR works really quick and other times it takes a minute or two so sometimes I refresh and it's automatically there and other times I'm refreshing like a madman but we will see here shortly is all of these columns start getting data and if it takes too long I could keep going but it's usually pretty quick okay so here we go right you can see the results of OCR coming in all of that data came in and then what you're going to see is these invoices are going to magically start disappearing on me and the reason that they're disappearing is because they're going to be you know basically brought into the application and then sent through the processing workflow so the reason you know this part really isn't that quote-unquote um sexy by any means but the reason I show you this is because I'm going to focus on that first step a little bit more and talk about the different ways I could capture an invoice that was an email coming in but this is just a SharePoint library and if you have any knowledge of you know sort of the flexibility of SharePoint libraries I could capture an invoice and put it in here in so many different ways I could scan to it I could drag and drop to it let's say that I want to go with this check request process and give people within my organization the ability to submit a check request right and a check request if you think about it it's really just an invoice coming as opposed to coming directly from the vendor it's coming from someone within my company but the idea of a check request is I can now get more data from them that maybe I wouldn't just have if they forwarded me the email right so in this case I prepared a simple form for the sake of demonstration of what I want them to fill out on this check request form and if you guys are all familiar with Microsoft forms in fact it says right here at the bottom this is just a Microsoft form but maybe I could get them to populate like a cost center for me or a you know invoice amount or an ID or a justification for this Etc and then they're going to of course upload this invoice that they want to submit so we'll go ahead and pick an invoice here and say please pay ASAP not that they would ever say that to you and then submit it so where do we think this you know form is going to go it's going to go into that same location it's actually going to go into that same inbox and again if I sit here and refresh boom there it is we've captured that check request in this library because of course it was just a Microsoft form which I also have integration with libraries and I can now take this as an invoice and pick it up so it doesn't quote unquote matter how the invoice is getting here we can automate the processing of it once it gets there by using you know a monitoring feature on this Library so that was option two right we talked about email now we talked about check requests what if I want to do that same idea but I want to give it to my vendors to fill out right and I want to put a website um form on my website so this is the same idea as a check request but maybe a little bit more vendor friendly and they could go through and populate all these details and specify their Po and upload their file and then submit it directly from here it will also go in that library right again just different ways to capture it maybe you know my organization is more team Centric and I want to upload that invoice from teams right same idea same Library teams has integration with SharePoint so if I go in here and pick this go ahead and pick that invoice and now it's going to go ahead and process it right that's all it took all I did was you know either drag and drop it or upload it in there and then that invoice will also be um processed in the same way that the email one the same way the check request was I'll give you a couple more options and then after we beat that guy to death and we'll move on to the next step what about mobile right um so I have different scenarios for mobile that we've seen over the years right and I think probably the most entertaining one um that I was able to find was a farm that we worked with and the farm um yeah it's a far it was actually a pretty large farm but they were out buying things for their Farm of course like fertilizer and you know whatever you need to grow crops right seed things like that and people were receiving invoices and they actually wanted to submit them from their phone right so I'm you know cruising around in my truck and I want to go ahead and say I just incurred this expense and I want to have this uploaded um to the AP process so we've created a simple power app for them right you can see this is pretty basic power app here that I could go ahead and create a new invoice and say that I happen to buy some fertilizer and this was me Mike and then they pick Fields right and as you can see these are all you know Farm Centric of what they're growing sugar beets and potatoes and stuff like that but little did they know it the person who was picking all this stuff was ultimately assigning the dimensions in the world of business Central so by them picking these things they were really filling out the data that I ultimately needed to code this invoice um when it got approved and then of course they would take a picture of it so I'm going to go ahead and take a photo of when I have up on my screen and voila go ahead and submit it so we'll go ahead and Save so that's it right interesting idea that they were using the mobile functionality as essential as a power app as an essentially a check request such that they don't have to be in front of a computer and they can do all it all from their phone if I went back to that library and started refreshing again you would see that data come in and then it would disappear which I think we probably beat that one up enough so I don't want to put anyone to sleep with continuing to throw different things into that Library so we'll move on so all of those things again just going back to my slide to keep myself on track here we're talking about this invoice receipt and the Persona that I was really concerned with is I sort of introduced them as a vendor but they don't really have to be a vendor who's submitting it right it could be an employee it could be a contractor whoever's submitting these invoices I'm giving them different options on how I want to capture this data and now we're going to move to step two and step two is the processing of these invoices from a Persona perspective it's going to be more of this world of accounts payable because they're the person who's going to have to take all this information that was just submitted and start making sense of it so I'm going to put on my AP hat now get out of that and then go again back to our um let's close out these just to make sure um keeping myself clean here and let's go back to this dashboard so now I'm going to go to step two so as you can see my icons here basically um are my images I should say correspond to those three steps as well so those are invoices coming into the system and now I'm going to go into this processing queue and I'm going to introduce this processing queue being the primary concern of you know accounts payable and what you're going to see here is all these invoices that I've just submitted are coming in in this Auto created status right so this is really my dashboard to monitor all of the things that have been submitted regardless of how they were submitted check requests email scan whatever and when I'm going to see it in this dashboard is a lot of things quote unquote happened when that invoice from the time that that invoice was submitted to when it was created here what we're going to see is in some cases I have um allocation accounts here entered right so this one has been distributed to an account as well as different dimensions and things like that and that occurred automatically for me using a concept of templates that we have in the system I could of course see the invoice itself right so I could see the invoice um that was submitted regardless of how it came in I could see the results of OCR right so this captured the number the date the amount Etc of whatever was determined from the OCR process I probably also have some po examples I could show you here as well po invoices come in a little bit different as opposed to adding GL accounts we match to the PO that exists in VC so in this case the items look a little bit different they're not assigning GL accounts and distributions because those of our GL accounts and dimensions those have already occurred on the PO and instead the invoice is matching the PO so that's why you see a little bit of difference here in APO invoices versus a non-po invoice other stuff you could see going on in this dashboard is I have some validation here if you you know put on your glasses and read that you could see that it's complaining that this invoice already exists and what the application is doing is searching both BC as well as everything that exists in itself or the product itself to say has this vendor already submitted this invoice as you probably figured out I submit a lot of them from the same vendor and we're going to go ahead and update this guy to the unique all let's use today's date I'm going to go ahead and update the date on that too and save it and as you can see it's going to record the world of VC and I should see that validation message hopefully go away if everything's great yep it's gone right so now it's happy because it's now unique so as I introduced this you know as accounts payable sort of monitoring all of these invoices coming into the system and then ultimately what I'm going to do is say hey this looks good to go and I'm going to submit it for a workflow process submitting it is going to kick off an approval process that is going to run using Microsoft's workflow AKA power automate right and it's going to look at different factors that I have configured here I have a whole approval Matrix set up in this system that's going to look at the Departments and things like that that's assigned and assigned it to Department reviewers based on dollar thresholds do I need to review all these before I submit them for workflow the short answer is no right I could have my workflow be submitted automatically if I chose to do so um it makes my demo go really quick so I need to slow things down and allow them to come in and then give me as an accounts payable person the ability to sort of review them and then submit them but note that review is not required a lot of people like it because you could come in here edit things maybe change distributions we also have a concept of templates in the system that I could pick like templates that will go ahead and default accounts for me so if I were to go ahead and update this you'll see the accounts are going to change based on what's configured for the maintenance template and then I could submit it but all of those again are just different options on how you want to process it so now it's gone the repairs and maintenance and I'll go ahead and submit that one so I'm going to kick off a few here for the sake of having a lot of examples because more examples are better than fewer I suppose let's go ahead and pick a template on this we'll go ahead and sign this to office supplies and that looks all right I suppose so let's go ahead oh we need to pick a vendor for this one looks like my template did not have one the vendors by the way are querying business Central directly so that is why you'll see it did look them up we're not maintaining vendors or anything like that oops I should have updated that's also being flagged as a duplicate so I guess I could have updated that one as well but that's okay I think we have ah we'll send that one more so let's say I think we have enough but I'm going to show you different options with the approval as well okay I'm going to change hats to be an approver but before I do that I want to show you um what's being captured on these invoices so I'm going to go to this audit tab here and what you're going to see is um sort of the history of this invoice you're going to see when it was created how it got created was at an automatically created by a template Etc and then you're going to see who submitted it which was me and then it went to under review and who is pending the re the who got assigned the review task and like I said for my sake I have to be everyone so it's not that exciting you just see my Dynamic Point demo account on all aspects here um but obviously for a real implementation it would go to a manager or someone different than me so the audit log is capturing everyone but now I'm going to move forward still staying within that processing step that we just talked about but I'm going to pretend to be this person over here now the manager so I'm changing my hat again and their concern in life is reviewing these invoices and approving them so I'm going to go ahead and open up my email here and what you're going to see is several email notifications have been generated for me submitting those three invoices that you just saw me submit and you can see pretty obviously that this is being generated by Microsoft's workflow AKA power automate and if I were to go into this I'm going to see some details on the invoice that have been included on the notification I'll see the invoice itself of course is being shared right or attached to that and then I could see the ability to approve or reject it right from the email sometimes that's all reviewers do in this world right they just approve or reject they get the invoice and they're here to say yay or nay other times reviewers have to help me code an invoice maybe they have to help me pick the PO it's applicable for maybe they have to help me assign an admission a dimension like a department or account Etc because accounts payable doesn't know until it goes to the manager who defines that data so I've also included on this email notification a link and that link is um going to drive me back to a review page that applies my permissions and gives me the ability to edit maybe certain things or maybe all things right so this user has pretty high privileges they could assign a template they could edit dimensions and accounts and everything else and then they could go ahead and save it sometimes that like I said is required because the reviewer is actually helping me code it and other times they are just approving it in any regard I could always approve it from this email and say this looks good and submit it so that was from email the sort of magic Behind these power automate approval actions is they are highly integrated with a lot of aspects of Microsoft and office 365. so if I were to say go to teams because we wanted to talk about teams right and look at my activity feed you're going to see all those invoice notifications also appear in my notifications are in my activity feed and it's a similar experience right I have the edit I got the attachment this is the one I just completed so you can see actually I can't do anything on that but if I were to go to the next one you can see here I have the approver reject in fact I have other actions here like follow up and reassign and do different things to this say uh see it's approved and then I got one more and then um we'll ultimately reject this one just for the fun of it so in addition to um teams teams also had I mean in addition to the activity feed on teams teams also has an approval app that would show me all of these items as well so if I were to go here I see that same list and I see all of the ones that are you know assigned to me I could say I approved all of them but I left one open and for those who are more mobile Centric you better believe there's an app for your phone too right so I could go to my power automate app on my phone go to my activity here go look at my approvals here's all my open ones and do that same type of functionality from my mobile device as well teams also has mobile app and you could do it there as well right you have a lot of options so let's go into this last one and let's reject it and say this is too much and uh more reject it okay so now I have different invoices they've been reviewed by the manager um the workflow is configured based off the department that was assigned it could of course continue for more stages in the workflow but I kept mine really simple and I only have a single stage of approval so let's go ahead and refresh here and what you'll see is two of my invoices are gone they're not really gone they're just being filtered out so I could go ahead and clear my filter here one was rejected and then two got submitted and what submitted means to us is that it got through the final approval and we have created that purchase invoice in the world of business Central automatically so all of these so let's go look at the rejected one rejected one if I go look at the audit of course I'm going to have who rejected it the time and date stamp Associated to that if I go look at the notes hopefully they gave me some details on why they rejected it I could obviously reapprove this I could change things now it is you know ready to be either amended or submitted again for workflow um the other ones did go to a submitted state so if I look at the audit locks on those it's going to be a little bit different as opposed to being rejected it was approved um the notes I just entered was yeah I guess a little bit more you know um friendly than it being rejected I just put it looks good to have a comment in there and then the last tab you see here is the Erp details of the transaction that got created in the world of BC so for the sake of showing this all the way through we're going to open our friend business Central here and we are going to search on purchase invoices purchase invoices and we are going to look for that one did I happen to copy and paste the number on and open it so what occurred is upon the last step in the approval process the invoice was created automatically and all of the of course you know GL account assignments and dimensions if you're using jobs and everything else would have come over and are now represented on these items on the purchase invoice in addition we've actually put a link to drill back into that as well so this link will actually open up either the invoice or the review page depending on your configuration so mine I believe is going to take me to the review page so I have access to not only the invoice itself but as well as the Audits and things of that nature so as you can see it automatically created that transaction in this case it's in a non-posted state but if you want to have it come in as posted that is an option as well such that you don't even have to review it after it has been integrated with BC foreign so let's go back and again revisit um the process that we were talking about and do a quick recap so the steps we went through we talked about the invoice receipt we talked about the processing workflow and lastly we talked about the accounting integration in bringing that transaction in after it was Final approved so that was the sort of so full scope of what we wanted to go through now I'm going to shift a little bit and talk about um the technology that was in play here the beauty of a lot of this stuff is that since we are using this Office 365 framework even if you don't want to use our app or whatever else which is fine right obviously our app is adding a lot as far as the integration with BC but you could use these tools to automate an otherwise potentially manually process using again just this Office 365 Suite so the first thing that I wanted to focus on is how we receive this email and how it ended up in SharePoint right and the reason I put it in the SharePoint is because I don't want these invoices just floating around and in boxes I want a central repository for them and the glue that's going to hold this whole thing together is going to be power on me and it is a really simple workflow that I am willing to share with everyone here and I'm going to go to it and here it is it's pretty doggone simple all new email so this is using power automate I am monitoring a specific folder which I call business Central AP automation and it is essentially taking that attachment and adding it to the library simple as that right so it came in via email and got added to the library now is there more I could do here absolutely right what if this is not a legitimate invoice what if someone sent me a statement what if someone wouldn't send me junk I should probably put some more processing logic in here to check things on that email to see if it is legitimate um from a accounts payable perspective right but as you can see the general workflow is pretty basic you know I get an email in I added the SharePoint and by me adding it to SharePoint it now has a home for it and the reason I want this home for it is so I can move on to this next step which is using OCR to extrapolate data for it right so our sort of next tip is by using this repository of this document Library I can now use a myriad of OCR devices or systems including Microsoft AI that integrate or can be called from a SharePoint Library so the first step is I obviously got the invoice into the library but now I want to get data out of it so let's go ahead and look at that workflow so pretty simple when that file was created in SharePoint so this is the first step in the workflow I happen to send myself a mobile notification so no big deal there but what happened is we obtain those file properties and got the data from the file and then we uploaded it to OCR OCR could be different systems and this one as you can see it's actually making a call to a tool by the name of verify it's a tool that we use quite a bit it's a great OCR tool I could show you how to how to test it out if you'd like it's pretty simple um but that could be AI Builder it could be on-premise OCR there's all these cloud services that give us the ability to submit a document and they perform OCR and give us the results and after we get those results they go right back into the library so if you notice when I was doing my demonstration um those invoices were submitted and then you saw all of the data be populated and what we're using right our automation or our glue behind all of this is that power automate workflow that is looking for those invoices regardless of how they get submitted and taking that and submitting OCR in just those two steps alone you could see how you know I haven't bought any product I'm just using what I own um and I could put a lot of more structure to my AP process as opposed to just um sending them in emails and using Outlook to manage it right now I have a central repository and I have a home for this data and then I could begin using that to kick off workflows and things like that for approval yeah so that was um everything I think I had from a demonstration perspective let's go ahead and back to a couple slides before we close this out so you know people ask me why do you do it this way right and I found this interesting slide called the biarchy if you're familiar with the hierarchy of needs it's the hierarchy of needs right and the gist here is that you know as you go up in this pyramid if you're familiar with the hierarchy of needs it sort of starts with shelter and then you know at the top is my ego um and me driving around in a cool car or whatever and at the bottom is making sure I have food and water right um as you move up this pyramid your costs of course increase right like for invoice automation you know the fancier system I have and whatever else I could sort of go around with these you know bragging rights and say well you know we bought this and it's the greatest thing whatever on the cheaper costs are the more efficient is using what you already own right and that is really our goal here is you all of us right us you know dynamic Point included um have Office 365 subscriptions and it comes with most everything that we've talked about today right we even developed an app that sort of helps glue that together but even without our app there's a lot of benefit um that could be had by just using these tools and applying the automation that they offer so that is the goal and then the last thing that I wanted to show was that if I um go to our Vendor Portal so I'm going to go ahead and get out of this and I actually have our Vendor Portal open which guess what is going to use a oh where did I put it okay our Vendor Portal is using Office 365 SharePoint again but in this case it's another site that's more targeted towards vendors right so this is an internal processing one this is more if I want to share that same information with vendors and if I click on any of this it's really just a SharePoint site that's been shared externally they're going to be able to see their data in a real-time fashion right so a vendor could go look at their purchase orders maybe I want them to interact with this detail and acknowledge it or update their expected receipt date so they can interact with this information as well as you know submit documentation and upload attachments or maybe I want them to go ahead and print certain things like a PO and generate their own reports by clicking that print button we're actually calling the business Central report and um dynamically rendering it in the portal so as we've been talking about you know it's been a home for AP automation but I could also use this as a home for vendors to come check their statuses on things or integrate with POS or upload attachments or manage contracts look at open and historical invoices Etc that I wouldn't you know otherwise have to interact with them it's all now at their fingertips and they could get this information whenever they wanted so that's the last part of tying this all together is looking at it not only from an internal perspective but maybe I want to open up that window to my vendors and give them an updated status on how things are going in a real-time fashion so thank you for bearing with me um I will go ahead and put up our information and I will go ahead and turn it back to essay Global if you guys want to go ahead and close it out but otherwise thank you everyone so much for your time awesome like I tell you every time I see the solutions here I just get more and more impressed so I appreciate all the effort that you put into this um you know I think as as we've worked together on other projects some things I wanted to sort of add to the discussion here around you know all of the options that you provided aren't intended to be overwhelming but more so just what the preference of the end user might be where they want to work whether that's email slash Outlook or end teams or a mobile app or a web form right there's all of these options for submitting and approving these invoices which I think is just more of the power of your your platform but also you know any modifications that we might need to make on the business Central side you know the dynamic Point Solutions we're able to absorb those and and utilize those custom modifications so again just more of the powerful what you all can bring to the table so yeah I think you make a Fair Point there right I tell people sort of you know the cliche is the good thing about our product are this approaches you have a lot of options the bad thing about this is you have a lot of options right because you sort of have to Zone in on the ones that are applicable um for your business and then the rest is just noise it's not providing any value so today was obviously trying to give an overview of those but um obviously the ones that apply to a given business scenario should be the focus and not everything else absolutely well again thank you Mike thank you everybody for attending and certainly reach out to continue the dialogue we are here to answer questions or discuss how these Solutions might be used by your organization so we will close this up and appreciate the time everyone yep have a great day foreign [Music]