--- id: video/axQegcPweNY type: video title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" summary: "Draft page for electronic invoices in Business Central (2025 release wave 2), coming in public preview in a minor release after October: users review and edit incoming e-documents before finalizing them into purchase invoices. Lines are matched by item references, text-to-account mapping, historical posted invoices for the same vendor and an AI fallback. To use it, set the e-document service import process to version 2." tier: official language: en tags: - e-documents - electronic invoices - draft page - purchase invoicing - document processing - ai matching - vendor setup - item references system: purchasing review: state: reviewed by: opus at: "2026-10-07T22:52:47.834Z" flags: [] generated: at: "2026-10-07T22:52:47.872Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 6b556ce2bc7619dd5835bfe3ee53bfa2176618848ac05c861a4c4d45a4072824 evidence: - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=539s title: "Draft page for electronic invoices: preview" date: "2025-10-01T00:00:00Z" commit: null t: 539 quote: So just to explain this functionality will be in a public preview. - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=39s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 39 quote: invoice accuracy a lot because you can now review refine your incoming document before posting - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=71s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 71 quote: this draft page is very similar what is used by payable agent and of course it will enhance - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=171s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 171 quote: You cannot use in this moment both of these features. So this is on you. Please start with the sandbox look what is the - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=428s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 428 quote: Whenever we are on this draft page and we process these lines we will look at previously posted invoices to see if we can - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=489s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 489 quote: We now get a explanation from the AI saying exactly why is it that it thinks that delivery cost should be classified for freight - kind: video url: https://www.youtube.com/watch?v=axQegcPweNY&t=539s title: "What's New: Draft Page for Electronic Invoices (2025 release wave 2)" date: "2025-10-01T00:00:00Z" commit: null t: 539 quote: This functionality will be in a public preview. This is important and it will come in one of next minor. So it will not links: learn: [] objects: - object/page/138 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: axQegcPweNY channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=axQegcPweNY published_at: "2025-10-01T00:00:00Z" duration_s: 599 captions: full audience: - functional consultant - administrator - decision maker chapters: - t: 0 title: Introduction and overview - t: 28 title: Business value and key benefits - t: 92 title: "Workflow comparison: old vs new draft page approach" - t: 183 title: Configuration and demo setup - t: 234 title: Old workflow limitations - t: 289 title: New draft page features and matching capabilities - t: 465 title: AI fallback and finalization workflow - t: 539 title: Status, preview information and resources features: - name: Draft page for electronic invoices status: preview t: 6 verified: true status_source: video - name: Item reference mapping status: unclear t: 344 verified: false status_source: video - name: Text to account mapping status: unclear t: 389 verified: false status_source: video - name: Historical line matching status: unclear t: 403 verified: false status_source: video - name: AI fallback for account identification status: unclear t: 465 verified: false status_source: video - name: Editable invoice lines in draft status: unclear t: 333 verified: false status_source: video - name: Vendor correction in draft status: unclear t: 309 verified: false status_source: video - name: E-document service version 2 status: unclear t: 210 verified: false status_source: video objects_mentioned: - page draft document - page e documents - page item reference - page posted purchase invoice quotes: - t: 39 text: invoice accuracy a lot because you can now review refine your incoming document before posting check: fuzzy - t: 71 text: this draft page is very similar what is used by payable agent and of course it will enhance check: fuzzy - t: 171 text: You cannot use in this moment both of these features. So this is on you. Please start with the sandbox look what is the check: exact - t: 428 text: Whenever we are on this draft page and we process these lines we will look at previously posted invoices to see if we can check: exact - t: 489 text: We now get a explanation from the AI saying exactly why is it that it thinks that delivery cost should be classified for freight check: exact - t: 539 text: This functionality will be in a public preview. This is important and it will come in one of next minor. So it will not check: exact --- # What's New: Draft Page for Electronic Invoices (2025 release wave 2) > Draft page for electronic invoices in Business Central (2025 release wave 2), coming in public preview in a minor release after October: users review and edit incoming e-documents before finalizing them into purchase invoices. Lines are matched by item references, text-to-account mapping, historical posted invoices for the same vendor and an AI fallback. To use it, set the e-document service import process to version 2. [Watch on YouTube](https://www.youtube.com/watch?v=axQegcPweNY) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-10-01 · 9:59 · tier official · reviewed (checked by Opus) ## Overview The video compares the old e-document workflow with a new draft page for electronic invoices. The draft page lets users review, refine and edit incoming documents before posting, including quantities, prices, units of measure, descriptions, type, number and vendor. It is similar to the draft page used by the payables agent. The demo shows how lines are matched in order: item references, text-to-account mapping, then previously posted invoices from the same vendor. If those fail, AI suggests a general ledger account and explains why. The feature is in public preview and will not be available in October 2025. It is expected in a later minor release. The presenter advises testing in a sandbox first. ## Key points - The draft page is a public preview. It will not ship in October 2025 and is expected in a later minor release. Track the release plan for exact timing and try it in a sandbox first. - Only one setup can be used at a time. The old version 1 processing and the new draft page cannot be used together. The new one is selected by setting the import process to version 2 on the e-document service. - Draft lines are fully editable: quantity, price, unit of measure, description, type and number. - If the vendor is not identified from VAT number or name and address, the user can choose the vendor with a lookup on the draft. - Line matching first tries configured item references or text-to-account mapping. Info icons show how a line was filled and link to the source item reference. - Historical matching looks at previously posted invoices from the same vendor, for example an exact description match on a recent purchase. - If no history is found, AI tries to identify a general ledger account and explains why it chose it. ## Chapters - [0:00](https://www.youtube.com/watch?v=axQegcPweNY&t=0s) Introduction and overview - [0:28](https://www.youtube.com/watch?v=axQegcPweNY&t=28s) Business value and key benefits - [1:32](https://www.youtube.com/watch?v=axQegcPweNY&t=92s) Workflow comparison: old vs new draft page approach - [3:03](https://www.youtube.com/watch?v=axQegcPweNY&t=183s) Configuration and demo setup - [3:54](https://www.youtube.com/watch?v=axQegcPweNY&t=234s) Old workflow limitations - [4:49](https://www.youtube.com/watch?v=axQegcPweNY&t=289s) New draft page features and matching capabilities - [7:45](https://www.youtube.com/watch?v=axQegcPweNY&t=465s) AI fallback and finalization workflow - [8:59](https://www.youtube.com/watch?v=axQegcPweNY&t=539s) Status, preview information and resources ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Draft page for electronic invoices | preview, demoed | [0:06](https://www.youtube.com/watch?v=axQegcPweNY&t=6s) | "So just to explain this functionality will be in a public preview." ([8:59](https://www.youtube.com/watch?v=axQegcPweNY&t=539s)) | | Item reference mapping | status not stated, demoed | [5:44](https://www.youtube.com/watch?v=axQegcPweNY&t=344s) | | | Text to account mapping | status not stated | [6:29](https://www.youtube.com/watch?v=axQegcPweNY&t=389s) | | | Historical line matching | status not stated, demoed | [6:43](https://www.youtube.com/watch?v=axQegcPweNY&t=403s) | | | AI fallback for account identification | status not stated, demoed | [7:45](https://www.youtube.com/watch?v=axQegcPweNY&t=465s) | | | Editable invoice lines in draft | status not stated, demoed | [5:33](https://www.youtube.com/watch?v=axQegcPweNY&t=333s) | | | Vendor correction in draft | status not stated, demoed | [5:09](https://www.youtube.com/watch?v=axQegcPweNY&t=309s) | | | E-document service version 2 | status not stated, demoed | [3:30](https://www.youtube.com/watch?v=axQegcPweNY&t=210s) | | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - page "draft document" at [4:49](https://www.youtube.com/watch?v=axQegcPweNY&t=289s) - page "e documents" at [3:15](https://www.youtube.com/watch?v=axQegcPweNY&t=195s) - page "item reference" at [6:13](https://www.youtube.com/watch?v=axQegcPweNY&t=373s) - [page 138 "Posted Purchase Invoice"](../objects/page/138.md) at [7:23](https://www.youtube.com/watch?v=axQegcPweNY&t=443s) Not found in BC28-30: page "draft document", page "e documents", page "item reference". ## Quotes - [0:39](https://www.youtube.com/watch?v=axQegcPweNY&t=39s) "invoice accuracy a lot because you can now review refine your incoming document before posting" - [1:11](https://www.youtube.com/watch?v=axQegcPweNY&t=71s) "this draft page is very similar what is used by payable agent and of course it will enhance" - [2:51](https://www.youtube.com/watch?v=axQegcPweNY&t=171s) "You cannot use in this moment both of these features. So this is on you. Please start with the sandbox look what is the" - [7:08](https://www.youtube.com/watch?v=axQegcPweNY&t=428s) "Whenever we are on this draft page and we process these lines we will look at previously posted invoices to see if we can" - [8:09](https://www.youtube.com/watch?v=axQegcPweNY&t=489s) "We now get a explanation from the AI saying exactly why is it that it thinks that delivery cost should be classified for freight" - [8:59](https://www.youtube.com/watch?v=axQegcPweNY&t=539s) "This functionality will be in a public preview. This is important and it will come in one of next minor. So it will not" ## Disclaimers in the video - [8:59](https://www.youtube.com/watch?v=axQegcPweNY&t=539s) preview: This functionality will be in a public preview. - [9:11](https://www.youtube.com/watch?v=axQegcPweNY&t=551s) coming-later: It will not be in October. So it will come after that in one of minors. - [9:11](https://www.youtube.com/watch?v=axQegcPweNY&t=551s) preview: You can track on a release plan exact information and it will be in the public preview. - [9:23](https://www.youtube.com/watch?v=axQegcPweNY&t=563s) preview: Please for the beginning try this in the sandbox. Presenters (as heard): Alexander Toto, Magnus.