---
title: Automated Invoice Processing
url: https://www.medius.com/solutions/for-your-erp/microsoft-dynamics/automated-invoice-processing/
updated: 2026-08-25T13:50:26Z
---
# 15 tips for automated invoice processing with Microsoft
Dynamics 365.

Increase supplier invoice and payment processing efficiency.

[Download Guide](https://www.medius.com/resources/guides-reports/dynamics-userguide/ "Dynamics Userguide")

## Break free from manual processes with AP automation.

If your organization is still processing invoices manually, this quick guide is for you. We’ll walk through 15 steps on how invoice and payment processing automation with [Microsoft Dynamics 365](https://www.medius.com/solutions/for-your-erp/microsoft-dynamics/ "Microsoft Dynamics") leads to the digital transformation you need, covering:

Process improvement

Get Tips

Employee benefits and control

Get Tips

Financial control

Get Tips

Future-proof technology

Get Tips

“The implementation process was even better than we'd hoped for; Medius AP Automation and Dynamics AX work incredibly well together, and from a business perspective, it was promising to know that our ERP system and AP automation solution were in sync so quickly.”

**Alden Senteney**
Project Manager

[Read the case study](https://www.medius.com/resources/case-studies/briggs-equipment-ap-automation/ "Briggs Equipment AP Automation")

[![Briggs Equipment logo](https://www.medius.com/media/3r2bdcjz/briggs-logo.png?rmode=max&width=279&height=179)](https://www.medius.com/resources/case-studies/briggs-equipment-ap-automation/ "Briggs Equipment AP Automation")

## Process improvement.

Tip #1

### Try going touchless.

A high [touchless rate](https://www.medius.com/resources/events-and-webinars/5-kpis-webinar/ "5 KPIs Webinar") in AP is crucial for improving efficiency, indicating your automation level in the AP process, and eliminating manual intervention. Organizations receiving 20k+ invoices annually can attain a 90% touchless rate.

![AP Automation- Intelligent Invoice screen](https://www.medius.com/media/mcknpvg4/ap-automation-invoice-capture-2.png?rmode=max&width=372&height=0&v=1dccdee47ce1170)

        Enlarge Image

![AP Pay Features - Automation screen](https://www.medius.com/media/ox3npwsd/ap-pay-automation-screen.png?rmode=max&width=372&height=0&v=1dce87a43ecf890)

        Enlarge Image

Tip #2

### Automatic approval forwarding gets invoices to the right person every time.

Manual invoice approvals can cause delays, lost invoices, late payments and fees. Automating the process with [AP Automation](https://www.medius.com/solutions/medius-accounts-payable-automation/ "Medius Accounts Payable Automation") saves time by quickly forwarding invoices to the right approver every time.

Tip #3

### Create streamlined and fast approval processes.

Set tolerance levels for fees like freight to avoid PO invoices getting stuck in the matching process. An AP automation solution can automatically approve certain deviations during the matching process, following preset rules. This saves time and resources across the organization.

![AP Automation - Dashboard screen](https://www.medius.com/media/t5miv3el/ap-automation-dashboard.png?rmode=max&width=372&height=0&v=1dccdee478ff700)

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Tip #4

### Effortlessly match and code invoices with POs.

Automate invoice processing using technology that [matches](https://www.medius.com/glossary/what-is-invoice-matching/ "What is Invoice Matching?") supplier invoices with PO details to save time and eliminate tedious manual coding.

Tip #5

### Eliminate errors and retain control.

A fully automated invoice process ensures user errors will plummet, and you’ll always have a complete overview of your vendor invoice status.

![dashboard alerts](https://www.medius.com/media/yklj45mx/invoicing-automatic-coding-suggestions.jpg?rmode=max&width=372&height=0&v=1dce87a440b7d10)

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## Employee benefits and control.

Tip #6

### Empower staff to work where they want, when they want.

Remote work is becoming increasingly important, as are [happy employees](https://www.medius.com/financial-census/2024-research/unhappy-people/ "Unhappy People"). As a result, employers must ensure their accounts payable software is cloud-based for speedy and easy management of supplier invoices.

Tip #7

### Reduce time spent per invoice.

Automating the invoice process saves time and resources, allowing staff to use their time more efficiently.

Tip #8

### Prevent bottlenecks.

Identify and prevent bottlenecks in your [accounts payable process](https://www.medius.com/blog/full-process-accounts-payable-cycle/ "What is the full cycle of the accounts payable process? Explaining the full cycle") that cause delayed supplier payments. Use [analytics](https://www.medius.com/solutions/medius-analytics/ "Medius Analytics") to spot and mitigate these situations proactively.

## Financial control.

### Tip #9: Take advantage of cash discounts and avoid fees.

Pay invoices early and benefit from early-payment discounts while avoiding late-payment fees. Use automated alerts to save time and strengthen supplier relationships.

### Tip #10: Gain insight and control over financial data.

Automating accounts payable eliminates inefficiencies and provides real-time oversight of cash flow impact from supplier invoices — allowing for a quicker, more accurate [end-of-month financial close](https://www.medius.com/blog/eliminating-month-end-reporting-headaches-with-ap-automation/ "Eliminating month-end reporting headaches with AP automation").

### Tip #11: Close the books on time, every time.

Automated invoicing processes guarantee prompt month-end closings and real-time data on outstanding payments for quick accrual reporting.

[Get more details](https://www.medius.com/resources/guides-reports/dynamics-userguide/ "Dynamics Userguide")

## Future-proof technology.

![woman working at desk with invoices](https://www.medius.com/media/4z3b140v/invoice_woman_computer_red.jpg?rmode=max&width=372&height=0&v=1d9926108a3b610)

Tip #12

### Select a best-of-breed solution.

[Dynamics 365](https://www.medius.com/solutions/for-your-erp/microsoft-dynamics/ "Microsoft Dynamics") is great for managing basic AP tasks but not for large invoice volumes. Adding a best-of-breed solution like Medius AP Automation to integrate with Dynamics 365 will increase the efficiency and speed of your AP. In addition, Medius and Dynamics 365 F&O have a pre-packaged integration that doesn't require customizations.

Tip #13

### Efficient data capture from any type of invoice.

Medius simplifies [invoice processing](https://www.medius.com/solutions/medius-accounts-payable-automation/invoice-capture/ "Invoice Capture") for Dynamics 365 users by automatically coding, matching, and processing all invoice data, saving time and enhancing efficiency.

![invoice capture screen](https://www.medius.com/media/z2dnqhtm/invoice-capture.png?rmode=max&width=372&height=0&v=1dccdee47f01860)

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![AP Pay process diagram](https://www.medius.com/media/e03eelh2/medius-pay-diagram.svg)

![AP Pay process diagram](https://www.medius.com/media/e03eelh2/medius-pay-diagram.svg)

Tip #14

### Manage payment processes seamlessly.

Streamline your invoicing process using [digital payments](https://www.medius.com/blog/how-to-streamline-supplier-payments/ "How to Streamline Supplier Payments") instead of expensive checks, saving time and money.

Tip #15

### Use data to benchmark AP Performance.

To automate your accounts payable process, identify and monitor workflow performance, and [measure efficiency KPIs](https://www.medius.com/resources/events-and-webinars/accounts-payable-metrics-that-matter-in-2023/ "Accounts Payable Metrics that Matter in 2023"). Medius is cloud-based and can access consolidated data from multiple companies, allowing [benchmarking](https://www.medius.com/customers/ap-benchmark-report/ "AP Benchmark Report") and comparison with best-in-class performers.

![AP Automation - Process Performance screen](https://www.medius.com/media/er1nchry/automation_insights.png?rmode=max&width=372&height=0&v=1dccdee47a0bfe0)

        Enlarge Image

## Why Medius AP automation for Microsoft Dynamics?

[Medius AP Automation](https://www.medius.com/solutions/medius-accounts-payable-automation/ "Medius Accounts Payable Automation") is the ultimate cloud-based solution and the go-to choice for Dynamics users for automating their accounts payable process. It streamlines the entire process and offers touchless invoice processing, maximizing efficiency with greater financial visibility and control.

[Get the Guide](https://www.medius.com/resources/guides-reports/dynamics-userguide/#gatedContentForm)

![Microsoft Dynamics 365 F&O logo](https://www.medius.com/media/rwidfg4t/ms-dynamics-365-fo.png?width=310&height=270&v=1d93521253ba8c0&rmode=boxpad)

[Medius + Dynamics ERP](https://www.medius.com/solutions/for-your-erp/microsoft-dynamics/)

[Heinen & Hopman Case Study](https://www.medius.com/resources/case-studies/heinen-hopman-video/)

## Ready to transform your AP?

[Book a Demo](https://www.medius.com/book-a-demo/ "Book a Demo") [Contact Us](https://www.medius.com/contact-us/ "Contact Us")