Features

Below are some of the key features in pryme AP Automation listed.

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. You find the PDF viewer in the following pages:

• Incoming Documents
• Posted Purchase Invoices
• Purchase Invoices
• Purchase Credit Memo (document)
• Purchase Credit Memos (list view)
• Posted Purchase Credit Memos (list view)
• Posted Purchase Credit Memo (document)
• General Ledger Entries
• Vendor Ledger Entries
• Vendor Creation page (accessed from the Incoming Document)
• Correct OCR Data

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, including:

• Invoices to approve
• Failed Incoming Documents
• New Incoming Documents
• New Purchase Invoices from Incoming Documents
• New Credit Memos from Incoming Documents
• Purchase Invoices on Approval
• Credit Memos on Approval
• Purchase Invoices Approved
• Purchase Credit Memos 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.

Onboarding Wizard for pryme AP Automation

An onboarding wizard guides users through the setup and configuration of pryme AP Automation. The wizard ensures a smooth process to configure the application to every customer’s need, and setting up the account for AI driven document processing. After completing the steps in the Onboarding wizard, you are ready to process your first document!

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

In the pryme AP Automation setup page, the validation of bank account details can be enbaled. This allows for control of bank account, sort code and/or IBAN on incoming documents. In the case of document details deviating from the details saved on the vendor, the incoming document will fail from automatic creation of purchase documents, and give a warning on manual creation. Users can override the warning, and select to deactivate/activate the feature globally, or on a vendor by vendor basis.