AP Automation for Microsoft Dynamics NAV
AP Automation for Microsoft Dynamics NAV gives you visibility that ensures accountability. Reduce approval cycle times and grow without adding to headcount.
AP Automation for your
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AP Automation for Microsoft Dynamics Nav
Engineered from the ground up with accounts payable in mind, Rillion’s AP Automation for Microsoft Dynamics NAV boosts your investment in Microsoft Dynamics NAV by giving your staff flexible approval workflows, automated invoice processing, automated PO matching, and much more.
Features – Microsoft Dynamics NAV automation
Invoice Data Capture
Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. Manual data entry is not required and can be completely eliminated.
AP Workflow
Using an automated workflow and a central dashboard, Rillion provides automatic invoice reminders for Microsoft Dynamics NAV for PO- and Non-PO invoices.
Approvers can view and approve invoices on a laptop, on mobile, and in email without learning a new dashboard system.
- Have visibility into Accounts Payable balances and payment/approval status
- “Drag & Drop” approval workflows, ad hoc routing
- Approvals are made directly in email or on a mobile device
2 & 3-way PO matching
Rillion’s unique cascading matching system can handle matching against purchase orders at the header or line level.
In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. Exceptions are flagged and the approver gets everything they need to reconcile.
- Invoices, purchase orders, and goods receipts are matched by the software
- Match items at both the header or line level, whether it is 50 lines or 500 lines
- Complete audit trail of approvals and communications become part of the transaction record
Recurring Invoices (or Contracts)
Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Microsoft Dynamics NAV invoice processing automation.
Reminders are sent when a contract is about to expire. If required, expenses are split between different departments.
- Repeat invoices are matched to account numbers or contracts
- Self-billing for contracts that do not have vendor invoices
- Manages spending and renewal process
Archive & Audit
A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers.
Rillion’s Accounts Payable software for Microsoft Dynamics NAV creates a complete, searchable archive for reference and auditing purposes.
- Faster audit process
- Provides basis of objectivity for investigations
- Raises compliance standards for the entire organization
Benefits of integrating Rillion’s AP automation software with your NAV workflow
Sustainability, efficiency and visibility – just to name a few of the positive impacts Rillion has on an organization’s accounts payable processes.
While Microsoft Dynamics NAV has extensive functionality, there is so much more potential to capitalize on through integrating Microsoft Dynamics NAV with accounts payable automation software.
Rillion’s AP automation solution for Microsoft Dynamics NAV provides a plethora of benefits and advantages on different levels, extending Microsoft Dynamics NAVs core functionality.
It streamlines an organization’s accounts payable processes, saving both time and money for everyone who touches the purchase process.
Save time
Rillion’s accounts payable automation for Dynamics NAV speeds up the capture, processing and approval of invoices significantly:
- Character recognition software automatically scans headers and line-item data
- An approval workflow sends invoices to the proper approvers
- Exceptions are flagged and the info is forwarded to the approver for reconciliation
Higher Accuracy & Streamlined Processes
Dynamics NAV accounts payable automation efficiently manages your vendor invoices:
- Eliminates human errors
- Eliminates the risk of overpayment or duplicate payments
- Automatic flagging of exceptions to be reviewed by designated approver
- Streamlines reporting, budgeting and auditing, making them more efficient and accurate
Customized solutions
Rillion’s AP automation software helps organizations design their Dynamics NAV AP workflows according to business rules you set up. You determine the routing and the approvers the invoices need to go to.
Better business relationships
Rillion’s AP automation software makes it easy to deal with supplier invoices:
- With a reduced risk of human error, the approval and payment process is performed in a timely manner helping you keep a good standing with suppliers
- Approved suppliers can submit documentation and updates in a wide range of different document formats
- The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals)
Improved access, monitoring and control
Dynamics NAV accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control:
- No more lost invoices
- Easy sharing of data in real-time between departments and individuals within the organization
- Simultaneous access to the system where you can decide who has access and to what
- Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers
- Easy-to-follow electronic trail to identify exceptions and fraud
Improved insight & transparency
Integrating Rillion’s AP automation software gives finance administrators insight into their Dynamics NAV accounts payable processes and the ability to:
- See the big picture at a glance
- Real-time dashboard reporting of KPIs
- Find, retrieve and present relevant data quickly
- Focus on specific problem areas and identify solutions for improvement
- Identify noncompliance with business rules and/or spending policies
- Monitor performance and productivity of any AP individual, team or department
Capitalize on early payment discounts
In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process.
Utilizing Rillion’s AP automation speeds up the invoice lifecycle, allowing you to take advantage of early payment discounts.
Get the fact sheet on AP for Navision
Click the button and order your copy of the integration sheet for Microsoft Dynamics Navision – it’s free of charge!
Don’t take our word for it
"I like that with Rillion you see a pie chart of the expenses. So each month I can see that at a quick glance."
Nikki Milian | Smiles First
"What Rillion provides is great for what I need, and it has all the tools that I need in order to process all invoices and get them approved in line with my project managers and my account payables."
Adrian Galvin | VMG Construction
"We manage nearly 300 solar sites. Each solar farm is its own company, and each installation has its own tax implications with our investors. We’re using Rillion for the audit function, to handle enquiries for all of these accounts."
Gerry Trejo | Cypress Creek
"We searched for a flexible purchase-to-pay solution that could help us control purchasing, and secure supplier loyalty, that would also live up to our internal authorization framework."
Eva Petré-Rege | Coor Service Management
Want to try Rillion?
Schedule a free consultation so that we can understand your needs and provide you with the best solution.
"With our contracts being matched to vendor invoices for over 300 locations, Rillion has reduced our manual workload and really optimized our AP operations."
Carrie Self CPA | Tacala