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Medius AP Automation is a best-of-breed solution for automated processing of vendor invoices. If you work in Finance, you know that invoice processing does not happen in isolation. There’s a lot of master data in your ERP involved in the process. That’s why it is critical that your Dynamics 365 ERP and Medius are tightly connected. Once this connection is set up the fun begins. This is when you’ll configure all the automation capabilities of Medius to enjoy a fully touchless invoice process. But with endless automation opportunities it might be hard to know where to start. We sat down with Anna Moore, one of Columbus’ experienced business advisors for Dynamics 365 and Medius, to get the expert tips. Before we dive into the juicy tips and hands-on advice from Anna, it’s worth mentioning some of the basics to help set the scene. Dynamics 365 is the ERP (Enterprise Resource Planning) system, where master data is hosted and maintained. This includes procurement information such as vendor records, purchase orders, price lists etc. Medius Accounts Payable Automation is where the supplier invoice processing happens including data capture, coding, matching invoices to purchase orders and approval, often in a highly automated workflow. When the integration between D365 and Medius has been set up master data is automatically synchronized between the two systems. As a result, purchase order (PO) data from D365 can be used by Medius to match invoice information in an automated way. And this is just one example of how Medius enables efficiency gains in accounts payable. While Medius enables high automation levels right from the start thanks to default best practice workflows, there’s often a lot more to do after go-live, says Anna. Many of my customers just don’t know about all the good functionality that exists in Medius and they struggle to find the time for research in their busy workday. Continue reading to get Anna’s five hands-on tips on how to improve your invoice processing in D365 and Medius, or click on the topic that is most relevant to you: Validate vendor bank details to identify potential fraud Set up VAT indicators in Medius to remove manual work Create accruals quickly and easily Automate acquisition journals for fixed assets Leverage authorization groups for automated approval flows and improved audit trail

”I takt med den digitala transformationens framfart måste företagens kvalitetsstrategier ständigt förnyas och anpassas. Kvalitetskontroll samt ledning av organisationer går bortom traditionella metoder och omfamnar nu de nyaste teknologiska framstegen. För ledare inom kvalitet, supply chain och produktutveckling är utmaningen inte bara teknologisk, utan även strategisk. Att agera proaktivt i denna snabbföränderliga miljö är avgörande för långsiktig framgång.”