OnBase Microsoft Dynamics 365 Integration

Hyland OnBase Software from ISSI

Accelerate business processing with greater control and visibility by implementing AP Automation for Microsoft Dynamics 365 with the help of ISSI.

The powerful combination of intelligent capture and workflow automation provide and auditable trail of activity for every data point and document in your process, turning an invoice into a rich source of information about your transactions from the minute it’s received.

How Does Microsoft Dynamics 365 Work?

Leveraging human-like intelligence from Brainware, invoice data is captured at the source regardless of format — email, fax, EDI, etc. — eliminating the need to manually input information into your Dynamics system. This minimizes the chance of erroneous or incomplete data, while automatically preparing the invoice for processing.

  1. Extracted invoice data is directly delivered to and from your ERP via invoice registers
  2. Extracted data is validated against existing Dynamics databases, and transactions are updated with updated values and status information
  3. Automated workflows route invoices for issue resolution, coding or approval, notifying key stakeholders along the way
  4. Validated data is posted to Dynamics and vendor invoices are created automatically
  5. Users can retrieve corresponding invoices, goods receipts, check images, vendor contracts and historical correspondence directly from the record screen in Dynamics

Hyland centralizes access to all AP documents, processes and data, equipping staff with the information they need to make faster and smarter operational and financial decisions.

Improve visibility with real-time dashboards that provide managers with insight into the current status of invoice processing and enable them to identify bottlenecks and adjust workload distribution. Control is improved by leveraging well-defined approval hierarchies and tracking the complete approval history for each invoice.

Contact us to speak with an ISSI expert about integrating Hyland’s AP Automation solution with your Microsoft Dynamics 365 ERP.

Contact us to learn more about Microsoft Dynamics 365 Integration