Vendor invoice automation – tracking imported invoice amount and imported sales tax amount
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Nov 6, 2020 |
Jan 29, 2021 |
Business value
Tracking both imported invoice and sales tax amounts can help reduce errors. The imported totals provide accounts payable professionals a way to verify that the calculated invoice totals are correct before they're posted.
Feature details
The imported invoice amount and imported sales tax amount for vendor invoices can be provided in the import file. Typically, these values are scanned by an outside provider and included in the import file. As the invoice is processed in Dynamics 365 Finance, the system calculates values based on the invoice data. Imported values must match the calculated values, ensuring that the invoice accurately reflects the amount due to the vendor. If your organization allows imported invoices to be submitted to workflow automatically, you can optionally require that the imported totals match the calculated totals before the invoice can be submitted to workflow.