--- id: video/z1H6nQCEIeY type: video title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" summary: E-Invoice Matching with Copilot in Business Central, in public preview in the 2024 release wave 1 (rolling out from update 24.0). It covers how Copilot matches e-invoice lines to purchase order lines, the manual mapping page, cost tolerance setup, and enablement steps. Online only, English officially, not available in Canada. tier: official language: en tags: - e-invoice matching - copilot - purchase orders - electronic documents - responsible ai - semantic matching - vendor invoices - document mapping - cost tolerance - pricing variance - manual matching - text similarity system: copilot review: state: reviewed by: opus at: "2026-10-07T23:08:40.242Z" flags: [] generated: at: "2026-10-07T23:08:40.295Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 450a168028435df9c9bc43d50f44e47f6baf953d62c539e5cda5815e83564510 evidence: - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s title: "E-Invoice Matching with Copilot: preview" date: "2024-04-04T13:30:34.000Z" commit: null t: 58 quote: e invoice matching with co-pilot is in public preview that me this is still not General available - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 58 quote: e invoice matching with co-pilot is in public preview that me this is still not General available - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 58 quote: this is available only in the B Center online so no on Prem Solutions it is available in 2024 release way one uh roll - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=88s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 88 quote: it will be available in all regions globally except Canada because of some regulatory um issues - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=109s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 109 quote: currently this is available uh with standard B Central license both essential premium without any additional cost - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=141s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 141 quote: your data are is your data uh as a customer you will control your data we will not take your data we will not - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=457s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 457 quote: doing manually comparing with co-pilot it was more than 50 times slower slower than you are doing manually - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=517s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 517 quote: every time if system can find similarity 80 or more per similarity description system will not ask GPT at all - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=558s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 558 quote: price by default must be 100% the same there is no differences but if if you want as a user you can make a - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=717s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 717 quote: we actually created a demo data module in Koso demo tool and if you're using the Kronos company that comes out of the box - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=819s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 819 quote: if that similarity is around 80% or more then we will automatically match it otherwise we will send it to co-pilot - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=839s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 839 quote: we also take into account the cost of each items um we also take into account the available quantity uh that need to be - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=880s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 880 quote: we already picked the vendor in Voice number and we also updated the document date - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1001s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 1001 quote: if we set it to like I don't know 10% then co-pilot will accept anything within the 10% range from the original cost - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1038s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 1038 quote: green then we have like 100 match if it's yellow then maybe it's still within the same price range - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1140s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 1140 quote: first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1160s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 1160 quote: this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is - kind: video url: https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s title: "Introducing: E-Invoice Matching with Copilot (2024 release wave 1)" date: "2024-04-04T13:30:34.000Z" commit: null t: 1181 quote: this is enabl only from version 24 so that's it from our side links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: z1H6nQCEIeY channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=z1H6nQCEIeY published_at: "2024-04-04T13:30:34.000Z" duration_s: 1387 captions: full audience: - functional consultant - administrator - end user - partner chapters: - t: 0 title: Introduction and Responsible AI Principles - t: 181 title: "The Challenge: E-Invoice Matching Without Copilot" - t: 364 title: "Solution: Manual Mapping Page and Copilot Acceleration" - t: 517 title: Matching Logic and Control Features - t: 596 title: Process Flow and System Behavior - t: 697 title: "Live Demo: E-Invoice Matching Workflow Part 1" - t: 799 title: Auto-matching and Copilot Proposal Workflow - t: 880 title: Demonstration of E-Invoice Matching on Purchase Orders - t: 960 title: Cost Tolerance and Price Difference Settings - t: 1017 title: Matching Indicators and Real-World Business Value - t: 1099 title: Testing and Enabling E-Invoice Matching in CDX Environment - t: 1181 title: Related Copilot Features and Release Scope - t: 1262 title: Resources, Community Engagement, Feedback and Closing Remarks features: - name: E-Invoice Matching with Copilot status: preview t: 58 verified: true status_source: video - name: E-Document Manual Mapping Page status: unclear t: 364 verified: false status_source: video - name: Automatic 80% Text Similarity Matching status: unclear t: 517 verified: false status_source: video - name: Price Validation Control status: unclear t: 558 verified: false status_source: video - name: Received Quantity Control status: unclear t: 537 verified: false status_source: video - name: Role Center Queue Indicators status: unclear t: 576 verified: false status_source: video - name: Automatic Purchase Invoice Creation from E-Documents status: unclear t: 596 verified: false status_source: video - name: Automatic Purchase Order Creation from E-Documents status: unclear t: 637 verified: false status_source: video - name: Auto-population of Vendor and Document Details status: unclear t: 880 verified: false status_source: video - name: Cost Tolerance Configuration status: unclear t: 980 verified: false status_source: video - name: Matching Status Color Indicators status: unclear t: 1017 verified: false status_source: video - name: Discard and Manual Matching Fallback status: unclear t: 940 verified: false status_source: video - name: Drill-down View for Matching Details status: unclear t: 940 verified: false status_source: video - name: Copilot for Sales Line Suggestion status: unclear t: 1181 verified: false status_source: video - name: AI-powered Analyze with Copilot status: unclear t: 1181 verified: false status_source: video - name: Chat with Copilot status: unclear t: 1181 verified: false status_source: video - name: Extend Copilot using AL code status: unclear t: 1201 verified: false status_source: video - name: Manual Document Matching in E-Documents status: unclear t: 1222 verified: false status_source: video objects_mentioned: - page E-Document Manual Matching - page role center - page auto match lines - other Purchase and Payables setup - page copilot capability quotes: - t: 58 text: e invoice matching with co-pilot is in public preview that me this is still not General available check: exact - t: 58 text: this is available only in the B Center online so no on Prem Solutions it is available in 2024 release way one uh roll check: snapped - t: 88 text: it will be available in all regions globally except Canada because of some regulatory um issues check: exact - t: 109 text: currently this is available uh with standard B Central license both essential premium without any additional cost check: exact - t: 141 text: your data are is your data uh as a customer you will control your data we will not take your data we will not check: exact - t: 457 text: doing manually comparing with co-pilot it was more than 50 times slower slower than you are doing manually check: exact - t: 517 text: every time if system can find similarity 80 or more per similarity description system will not ask GPT at all check: exact - t: 558 text: price by default must be 100% the same there is no differences but if if you want as a user you can make a check: exact - t: 717 text: we actually created a demo data module in Koso demo tool and if you're using the Kronos company that comes out of the box check: exact - t: 819 text: if that similarity is around 80% or more then we will automatically match it otherwise we will send it to co-pilot check: exact - t: 839 text: we also take into account the cost of each items um we also take into account the available quantity uh that need to be check: exact - t: 880 text: we already picked the vendor in Voice number and we also updated the document date check: exact - t: 1001 text: if we set it to like I don't know 10% then co-pilot will accept anything within the 10% range from the original cost check: exact - t: 1038 text: green then we have like 100 match if it's yellow then maybe it's still within the same price range check: fuzzy - t: 1140 text: first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot check: exact - t: 1160 text: this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is check: exact - t: 1181 text: this is enabl only from version 24 so that's it from our side check: exact --- # Introducing: E-Invoice Matching with Copilot (2024 release wave 1) > E-Invoice Matching with Copilot in Business Central, in public preview in the 2024 release wave 1 (rolling out from update 24.0). It covers how Copilot matches e-invoice lines to purchase order lines, the manual mapping page, cost tolerance setup, and enablement steps. Online only, English officially, not available in Canada. [Watch on YouTube](https://www.youtube.com/watch?v=z1H6nQCEIeY) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 23:07 · tier official · reviewed (checked by Opus) ## Overview The video introduces E-Invoice Matching with Copilot, which matches lines of an electronic invoice to purchase order lines. It starts with the manual E-Document mapping page, then shows how Copilot speeds up the work for invoices with many lines. Lines whose descriptions are 80% or more similar are matched automatically without calling the language model. Other lines are sent to Copilot for a proposal. The matching also takes into account item cost and received quantity. The demo shows accepting or discarding a Copilot proposal, drilling into match details, and the color indicators for price match. It also shows setting a cost tolerance in Purchase and Payables setup, and the Role Center cues for purchase orders that need matching. The presenters finish with how to enable the feature, covering the Copilot capability page, along with regional and language limits and related Copilot features in the same release. ## Key points - The feature is in public preview, not generally available. It is online only, officially supports English, is not available in Canada, and is enabled from version 24. - To use it, check that the Copilot capability page has the environment switched on and that the e-invoice matching capability is active. - Lines with description similarity of 80% or more are matched automatically without calling the LLM. Other lines go to Copilot. - Prices must match 100% by default. A cost tolerance percentage set in Purchase and Payables setup lets Copilot accept variations within that range, for example 10%. - Color indicators show price match: green for 100% match, yellow within the accepted range, red outside the range (may need manual review). - Matching cannot invoice more than the received quantity. - Users can discard a Copilot proposal and go back to manual matching. Accepting a proposal fills in the vendor invoice number and document date. ## Chapters - [0:00](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=0s) Introduction and Responsible AI Principles - [3:01](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=181s) The Challenge: E-Invoice Matching Without Copilot - [6:04](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=364s) Solution: Manual Mapping Page and Copilot Acceleration - [8:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=517s) Matching Logic and Control Features - [9:56](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=596s) Process Flow and System Behavior - [11:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=697s) Live Demo: E-Invoice Matching Workflow Part 1 - [13:19](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=799s) Auto-matching and Copilot Proposal Workflow - [14:40](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=880s) Demonstration of E-Invoice Matching on Purchase Orders - [16:00](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=960s) Cost Tolerance and Price Difference Settings - [16:57](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1017s) Matching Indicators and Real-World Business Value - [18:19](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1099s) Testing and Enabling E-Invoice Matching in CDX Environment - [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) Related Copilot Features and Release Scope - [21:02](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1262s) Resources, Community Engagement, Feedback and Closing Remarks ## Features | Feature | Status | At | Evidence | |---|---|---|---| | E-Invoice Matching with Copilot | preview, demoed | [0:58](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s) | "e invoice matching with co-pilot is in public preview that me this is still not General available" ([0:58](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s)) | | E-Document Manual Mapping Page | status not stated, demoed | [6:04](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=364s) | | | Automatic 80% Text Similarity Matching | status not stated, demoed | [8:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=517s) | | | Price Validation Control | status not stated | [9:18](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=558s) | | | Received Quantity Control | status not stated | [8:57](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=537s) | | | Role Center Queue Indicators | status not stated, demoed | [9:36](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=576s) | | | Automatic Purchase Invoice Creation from E-Documents | status not stated | [9:56](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=596s) | | | Automatic Purchase Order Creation from E-Documents | status not stated | [10:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=637s) | | | Auto-population of Vendor and Document Details | status not stated, demoed | [14:40](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=880s) | | | Cost Tolerance Configuration | status not stated, demoed | [16:20](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=980s) | | | Matching Status Color Indicators | status not stated, demoed | [16:57](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1017s) | | | Discard and Manual Matching Fallback | status not stated, demoed | [15:40](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=940s) | | | Drill-down View for Matching Details | status not stated, demoed | [15:40](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=940s) | | | Copilot for Sales Line Suggestion | status not stated | [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) | | | AI-powered Analyze with Copilot | status not stated | [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) | | | Chat with Copilot | status not stated | [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) | | | Extend Copilot using AL code | status not stated | [20:01](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1201s) | | | Manual Document Matching in E-Documents | status not stated | [20:22](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1222s) | | ## 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 "E-Document Manual Matching" at [6:24](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=384s) - page "role center" at [9:36](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=576s) - page "auto match lines" at [13:19](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=799s) - other "Purchase and Payables setup" at [16:20](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=980s) - page "copilot capability" at [19:00](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1140s) Not found in BC28-30: page "E-Document Manual Matching", page "role center", page "auto match lines", page "copilot capability". ## Quotes - [0:58](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s) "e invoice matching with co-pilot is in public preview that me this is still not General available" - [0:58](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s) "this is available only in the B Center online so no on Prem Solutions it is available in 2024 release way one uh roll" - [1:28](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=88s) "it will be available in all regions globally except Canada because of some regulatory um issues" - [1:49](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=109s) "currently this is available uh with standard B Central license both essential premium without any additional cost" - [2:21](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=141s) "your data are is your data uh as a customer you will control your data we will not take your data we will not" - [7:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=457s) "doing manually comparing with co-pilot it was more than 50 times slower slower than you are doing manually" - [8:37](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=517s) "every time if system can find similarity 80 or more per similarity description system will not ask GPT at all" - [9:18](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=558s) "price by default must be 100% the same there is no differences but if if you want as a user you can make a" - [11:57](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=717s) "we actually created a demo data module in Koso demo tool and if you're using the Kronos company that comes out of the box" - [13:39](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=819s) "if that similarity is around 80% or more then we will automatically match it otherwise we will send it to co-pilot" - [13:59](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=839s) "we also take into account the cost of each items um we also take into account the available quantity uh that need to be" - [14:40](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=880s) "we already picked the vendor in Voice number and we also updated the document date" - [16:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1001s) "if we set it to like I don't know 10% then co-pilot will accept anything within the 10% range from the original cost" - [17:18](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1038s) "green then we have like 100 match if it's yellow then maybe it's still within the same price range" - [19:00](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1140s) "first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot" - [19:20](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1160s) "this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is" - [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) "this is enabl only from version 24 so that's it from our side" ## Disclaimers in the video - [0:58](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=58s) preview: e invoice matching with co-pilot is in public preview that me this is still not General available - [1:18](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=78s) not-in-this-release: it will be available in all regions globally except Canada because of some regulatory um issues - [1:28](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=88s) subject-to-change: currently this is available in all type of uh English languages it can be tried you can try using in other languages but officially this is uh something what we support we support officially English language - [19:00](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1140s) other: first check if copilot ni cap capability page if this is a environment switch on so you can use C pilot - [19:20](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1160s) other: this feature is active because you will see there in a there are more co-pilots check if e document e invoice is matching is active or not if this is not just activate - [19:41](https://www.youtube.com/watch?v=z1H6nQCEIeY&t=1181s) other: this is enabl only from version 24 Presenters (as heard): B abusada, Alexander toic, While.