Vendor invoice automation – submit imported vendor invoices to workflow
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Nov 6, 2020 |
Jan 29, 2021 |
Business value
Submitting imported invoices to workflow automatically saves accounts payable professionals time that they would otherwise have spent manually editing each vendor invoice.
Feature details
As part of a touchless accounts payable invoicing process, you can choose to have the system automatically submit an imported invoice to workflow. The submit-to-workflow process will run as a background process, using a frequency that you can specify, either hourly or daily. You can also require the system to match product receipts to invoice lines automatically, before submitting the invoice to workflow. To ensure that the invoice can be processed straight through, without manual intervention, an automated posting task must be included in the workflow configuration. Invoices that are related to purchase orders and invoices that contain a non-PO procurement category, and non-stocked lines, can be submitted to workflow automatically.
See also
Submit invoices to the workflow system and match product receipt lines (docs)