E-invoice Matching with Copilot in Dynamics 365 Business Central (2024)

Overview

The video shows how Copilot reduces manual line-by-line matching of electronic invoices against purchase orders. Copilot reads the e-invoice, compares the lines with the purchase order, and signals slight discrepancies that fall within tolerance levels the user controls.

It also identifies lines that may be split or grouped differently, which need manual review. After a quick review the invoice is mapped, and Business Central updates the vendor document number and date so the invoice can be applied to the purchase order. Electronic documents must be set up first. The feature status is not stated in the video.

Key points

• Copilot analyzes an electronic invoice and compares its line items with the purchase order, even for invoices with dozens or hundreds of lines.
• Copilot signals slight discrepancies that are within tolerance levels the user controls.
• Copilot identifies line items that may be split or grouped differently.
• After a quick review, the invoice is mapped and ready to apply to the purchase order.
• Business Central updates the vendor document number and date so the invoice is ready for processing.

Features

Every feature below: status not stated, demoed.

Quotes

• 0:02 “tediously matching line items is not how you want to start your workday”
• 0:02 “using powerful AI co-pilot analyzes the E invoice and compares the line items with your purchase order getting you to Green in no time”
• 0:22 “co-pilot also signals slight discrepancies that are within the tolerance levels that you control”
• 0:22 “even if you’re dealing with dozens or perhaps hundreds of lines co-pilot also signals slight discrepancies”
• 0:43 “after a quick review this invoice is successfully mapped and ready to apply to the purchase order”
• 0:43 “business Central updates the vendor document number and date so that it’s ready for processing”