Capturing additional fields from the result of prebuilt models

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Oct 31, 2023	Nov 24, 2023

Business value

This feature helps rectify mapping inaccuracies between the prebuilt model and invoice in Invoice capture. This can reduce the workload on AP clerks, streamlining processes, enhancing touchless rates, and boosting overall efficiency in invoice processing. It also supports adding new mappings and extracting and transferring business-required data from invoice capture to Dynamics 365 Finance for improved decision-making and operational excellence.

Feature details

With the introduction of this feature, accounts payable can switch the document preview pane to a mapping mode in the side-by-side viewer. All the available fields that can be mapped are highlighted. Clerks can decide to correct the existing mapping by selecting the right field and choosing the mapped invoice field from the list, or by adding a new mapping by the same steps.

After exiting the mapping mode, the mapping relationship is going to be built and the value will be automatically updated to the corresponding invoice fields. The correct value will be extracted for the subsequent invoices when the invoice is getting transferred. The feature enhances the touchless rate in the invoice capture process. Additionally, it supports extracting and transferring the additional information to meet the customer's own needs. This can streamline the invoice process between Invoice capture and Dynamics 365 Finance.

See also

Invoice capture solution (docs)