Pryme AP Automation

Pryme AP Automation is an AI-powered data capture and extraction of incoming invoices. It uses an external OCR service (Optical Character Recognition) that generates electronic documents from a PDF or an image, and automatically creates an incoming document in Business Central.

Features in Pryme AP Automation

PDF viewer

There is a dynamic PDF viewer accessible in the Fact box pane from any page handling Purchase documents within Business Central. You will have all information side-by-side, with the information in the PDF markable for easy copy - paste where needed. You can also zoom for better visualisation, and it is possible to open and view the full-scale PDF in a separate window.

Remaining amount to match

In the Incoming document details fact box, you have information about the remaining amount that needs to be allocated on the invoice lines, so the purchase invoice matches the incoming documents amount. If the invoice total does not match the incoming document amounts, posting will be prevented. Therefore, if the sum of the lines is not matching the total from the Incoming document, a warning message will show before an approval flow is started.

Map text to account available from additional pages

From the vendor or the purchase invoice you have quick access to the Map-text-to account page, enabling use of suggested lines on the Purchase documents based on recognised vendors and/or texts on the documents.

Posting date set to document date on purchase documents

This features enables the possibiltiy to set the Posting date automatically to the document date, instead of today’s date or blank as possible in the standard Business Central functionality.

New Stack Icons in Role Centers

New stack icons have been added to the role centers for Accountant, Business Manager, and Accounts Payable Coordinators. These icons provide quick access to various document statuses, e.g. Invoices to approve, Failed Incoming Documents, New Incoming Documents, Purchase Invoices on Approval, Purchase Invoices Approved.

Create New Vendor from Incoming Document Details

If incoming documents contain vendor details not found in the current vendor list, the incoming document will fail to be created. Users can now create or select a vendor directly from the document, or the Correct OCR Data page, using the information from the incoming document. In combination, users can also use existing vendor templates for quick setup of new vendors.

Rejected Status for Purchase and Sales Documents

A new Rejected status has been added for both Purchase and Sales documents. This status is automatically applied when a document is rejected through the approval workflow. Rejected documents can still be modified and resubmitted for approval, following the standard Business Central process for the Open status. This provides better visibility and control over documents that were not approved and ensures that they can be adjusted as needed before being resubmitted for approval.

Bank account details validation

This functionality enables validation of IBAN, SWIFT, Bank Account No, and Bank Branch No on the Vendor Card against an incoming document. If there is a mismatch between the vendor’s saved details and the incoming document, automatic creation of purchase documents will be blocked, and a warning will prompt manual correction. Users can override this warning and enable or disable the feature globally or on a vendor-specific basis.

Line Approval for Purchase Documents

Introduces the ability to approve individual purchase lines within documents. Each line can have its own status (Open, Pending Approval, Approved, or Rejected), providing more flexibility when handling approvals. Rejected lines can be modified and resubmitted.

This feature works alongside the existing workflow for approving the entire document, but only one workflow can be active at a time. For example, if lines are sent for approval, the header cannot be sent for approval until the line workflow is completed, and vice versa.

Simplified Approval Pages for Purchase Documents

Simplified approval pages have been introduced for both purchase invoices and purchase credit memos. These pages display only the essential fields required for approvals, include a larger PDF preview for better document visibility, and now allow users to perform approval actions directly on the simplified pages, similar to the standard pages.