In the AI for AP there are some features inside the standard Business Central functionality.
PDF viewer
There is a dynamic PDF viewer accessible in the Fact box pane from any interface within Business Central. You will have all information side-by-side. You can also zoom for better visualisation, and it is also possible to open and view the full-scale PDF in a separate window. You find the PDF viewer in:
- 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)
- OCR Data Correction
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.
Map text to account available from purchase invoice
You have a feature on the purchase invoice to be able to access the Map-text-to account used by incoming documents to suggest lines on the Purchase invoices.
Posting date set to document date on purchase invoice
Posting date will automatically be set to the document date and not to today’s date as in BC.
New Stack Icons in Role Centers
New stack icons have been added to the role centers for Accountants, 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
This new feature simplifies invoice processing. If incoming documents contain vendor details not found in the current vendor list, users can now create or select a vendor directly from the document. Users can also use existing vendor templates for quick setup.
Onboarding Wizard for Pryme AI for AP
A new onboarding wizard guides users through the setup and configuration of Pryme AI for AP. The goal of the wizard is to ensure the correct configuration and setup to process documents through OCR.
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 workflow. This provides better visibility and control over documents that were not approved and ensures that they can be adjusted as needed before being resubmitted.