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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 solution with integration to Navision

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.

Invoice Capture with seamless integration to Microsoft Dynamics Navision
Approval workflow system with integration to Dynamics NAV

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
Automated PO matching that integrates with Microsoft Dynamics NAV
Automate matching of Recurring Invoices with Rillion - pay invoices in Navision

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
Digital Invoice Archive with integration to Navision

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.

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

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

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.

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)

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

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.

Utilizing Rillion’s AP automation speeds up the invoice lifecycle - for Navision users
Get your copy of our fact sheet - AP Automation for Navision

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Don’t take our word for it

"Rillionin ansiosta säästämme jo pelkästään ostolaskujen käsittelyjen eri vaiheissa puolet työajasta kuukausittain. Kaikki tämä rutiinitöiden automatisoinnilla säästetty aika saadaan suoraan hyödyksi päiväkotien johtamiseen ja kasvatustyöhön sekä hallinnossa varsinaiseen tarkoituksien mukaisiin asiantuntija- ja tukitehtäviin. "

Mike Larsén | Touhula

Heli Matero

"Koimme että meidän on hyvä valita ostolaskujen käsittelyyn paras mahdollinen toimittaja, ja niin me teimme. Rillionissa on monipuoliset ominaisuudet, integraatio on ollut helppoa rakentaa, implementaatio on kevyt ja kaikille käyttäjille on yhteinen käyttöliittymä."

Heli Matero | Technopolis

"Globaalin ostolaskuratkaisun käyttöönoton myötä on implementoitu konsernin yhtenäinen toimintamalli. Tämä toimintamalli yhdessä Rillionin ratkaisun kanssa takaa sen, että koko hankinnasta maksuun -prosessi on tehokasta."

Juho Häkkinen | Lindström

Jouko Peltonen

"Konsulttiyhteistyö on aina erittäin tärkeää ja meillä on ollut onni saada hyvä konsultti mukaan Rillionilta. Hän on ollut hyvin tavoitettavissa, hän ymmärtää haasteemme ja osaa tuoda myös omaa näkemystään niihin asioihin, mihin sitä kaipaamme. Olemme kyllä todella tyytyväisiä yhteistyöhön."

Jouko Peltonen | Technopolis

"Meillä oli osaava konsultti ja oma ostoreskontratiimi, joka mahdollisti laajat, monipuoliset koulutukset koko organisaatiolle. Sovellus on myös helppokäyttöinen ja se omalta osaltaan helpotti tiedon omaksumista."

Leena Joki | Hartela

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