E-Invoice Processing Automation | D365 F&O
Automating end-to-end e-invoice processing using Azure Logic Apps and Power Automate, reducing manual effort, eliminating duplicates, and accelerating invoice management.
Business Context
Finance users manually downloaded invoice PDFs from OneSource (Pagero) and emailed them to Kofax, time-consuming, error-prone and unscalable across a multi-entity D365 F&O footprint.
Key Impact
- Eliminated manual processing and errors
- Faster invoice delivery and approvals
- Scaled and re-effort invoice processing
- Foundation for Agent 365 in Accounts Payable
Challenges
Manual PDF download and email routing was unscalable.
Different invoice types required routing to different mailboxes.
Duplicates occurred due to unreliable status update steps.
Difficult to onboard or remove legal entities cleanly.
Our Solution
- Automated end-to-end flow with Azure Logic Apps, authenticates to OneSource API every 15 minutes.
- Loops through all legal entity IDs, retrieves invoices and routes AP / self-billed to the correct mailboxes.
- Status update on each invoice prevents duplicates; debug flow enables reprocessing by date range.
- Full error logging with red/green indicators; separated Prod / Debug / UAT flows.
- Entity management via array config, new companies added and removed cleanly.
Our Approach
Technologies
Key Results / Outcomes
"Invoices now flow in every 15 minutes with zero duplicates. It's the foundation we needed for Agent 365 in AP."
, Head of AP, Harvey Nash
Let's Solve Your Challenges Together
Talk to our experts to learn how we can help you achieve more with D365 F&O.
