bottomline Paymode-X User Manual

Paymode-X Invoice
Automation for Dynamics 365

Seamless Invoice Management that Accelerates AP Processing

According to the Institute of Finance and Management, only 25% of accounts
payable departments describe their invoice processing as being “highly
automated”. AP remains challenged by a blizzard of paper and document-based

invoices handled with inefcient and manual processes that introduce risk and

limit speed, accuracy, and controls critical to successful payables management.

In addition, most corporate AP functions need to maintain and regularly interface
with an ERP for general ledger and budget management. The ideal solution not
only delivers best-in-class invoice automation but also includes real-time ERP
integration for an extremely immersive user experience versus siloed solutions.

LEVERAGE YOUR INVESTMENT IN MICROSOFT DYNAMICS 365

Key Benets

Immersive and
Real-Time Dynamics
365 Integration

Improve Visibility and
Control

Paymode-X Invoice Automation for Dynamics 365 enables organizations to

overcome the inefciencies of manual processing with a completely automated

invoicing solution delivered within Dynamics 365 for Finance or Supply Chain

Management. With Paymode-X, your AP department will streamline workows,

enhance governance, and get operational visibility around PO and non-PO invoice
processing.

Starting with a next generation image and data capture platform, Paymode-X
provides a seamless solution for the receipt, storage, and processing of both
expense and inventory invoices from any authorized source. Validated invoices
are stored within Dynamics 365 and presented for either automated PO line
capture and matching, or automated non-PO general ledger coding and approval
routing. Paymode-X uniquely leverages the existing Microsoft Dynamics 365 cloud

framework to evaluate rules and corporate governance, a marked contrast from

competitive solutions that are built outside of the ERP.

From capture through payment, invoice events and related participants are
audited for use within an actionable analytics and reporting experiences, including
self-service document retrieval. The entire offering is immersive and employs

real-time integration which allows licensed ERP users to work within their familiar

Dynamics 365 screens and helps maintain a low ownership cost.

Eliminate Paper
Invoices and Manual
Processes

Maximize Straight­Through Processing

Quicker Approvals

with Mobile Support

Capitalize on Available
Early Payment
Discounts

Reduce Costs, Errors,

and Risk

bottomline.com

Key Benets

Captures and Stores Invoices:

• Receive and process paper and
electronic invoices from any source,
including D365 Collaboration Portal

• Digital mailroom manages invoices
and suppor ting documents

Intuitive user interaction is
centered within the familiar
confines of Dynamics 365,
minimizing the need to switch
between applications

WHY CHOOSE PAYMODE-X?

Partner with a global leader in business payment automation with nearly 30 year
track record of being a trusted advisor of AP and Microsoft Dynamics
best practices.

Paymode-X Invoice Automation for Dynamics 365 provides several differentiating

capabilities that fuel efciencies and let you:

• Provide role-tailored experiences both within and outside of Dynamics 365

• Enhance classication of invoices and supporting documents with machine
learning via digital mailroom

• Maximize accuracy by reconciling invoices with related receipts and purchase
orders using automated line capture and intelligent data matching

• Drive efciency gains with zero-touch scenarios for both PO and non-PO

invoices due to innovative workow and posting automation

• Get a real-time pulse of operational status and identify process improvement
opportunities with interactive dashboard and reporting

• Enable mobile review and approval of invoices from any device

• Deploy rapidly via the cloud with quick time-to-value and no expensive
customization or training required

Paymode-X enables businesses to achieve AP automation across the entire

invoice-to-pay process. Once invoices are approved, you can make electronic

payments using the Paymode-X Integrated Payables module. Tap into an

established network of more than 400,000 member businesses to achieve 100%

payment automation, improve payment security, earn rebates, and streamline AP

across virtual card, ACH and check payments, all within a single process.

• OCR, machine learning, and real-time
validation reduces manual data entry

• Invoices and supporting documents
accessible within and external to ERP

Automates Workows and Approvals:

• Delivered within D365 to signicantly
extend the capabilities of your ERP

• Immersive user experience within

familiar Dynamics 365 workspace

• Flexible approval workow that is
easily maintained by business users

• Automate 2-way and 3-way
reconciliation with both PO header
and line-item capture and matching

• Automate PO exception handling for
resolution and approval

• Automate GL code entry and approval
routing of non-PO invoices

• Flexible PO and non-PO approval

workows with notications,

reminders, and escalation visibility

• Mobile review and approvals

Operational Visibility:

• Audit trail of all activities, status
updates, rule changes, and user
comments

• Analytics and reporting provides KPI

tracking to operational goals

• Timely accrual reporting at both
summary and detail level

Learn how Paymode-X can help you overcome the cost,
time, risk, and errors associated with paper documents and
manual processes

© Copyright 2020. Bottomline Tech nologies, Inc. All rights rese rved . Bottomline

Technologies and th e BT logo is a tradem ark of Bot tomline Technologies, In c.

Powered by

and may be re gistere d in cer tain jurisdicti ons. Al l other br and/pro duct names

are the pro perty of thei r respective holders. REV U S050 720AG

CONTACT US

• Extensible PowerBI-based
dashboards and reports

Corporate
Headquarters

325 Corporate Drive
Portsmouth , NH 03801
United S tates of America

Phone: [phone]
Toll-free: [phone]
Fax: [phone]

[e-mail]