A Note on the Email distribution of electronic report documents
08 Friday May 2020
Posted in Accounts Receivable
Tag Archives: Email
Financial Report Distributions
01 Friday Mar 2019
Posted in Management Reporter
In this webcast I will show you different options how one can generate and distribute financial reports to managers. A special focus is made on security issues and things that you have to take into consideration when distributing financial reports in the way presented.
Some notes on vendor payment advices in MSDyn365FO
05 Saturday Jan 2019
Posted in Accounts Payable
In this webcast, I will demonstrate how one can modify the standard payment advice document and include company specific logos and modifications. In addition, the creation and Email transmission of payment advices as PDF documents will be illustrated.
Vendor invoice workflow – Email approval
27 Sunday May 2018
Posted in Accounts Payable
Tags
In this post, I show you how you can make use of the new vendor invoice recording workbench and approve invoices through Email.
Storage and transfer of electronic documents by Email
14 Wednesday Mar 2018
Posted in Accounts Payable
This post illustrates how electronic documents such as payment covering letters can automatically be send to external parties by email.
The standard D365FO functionalities do not only allow this transfer but also provide tools that automatically store those documents.
You can thus resend those documents if your vendor requests – something that was not possible prior Dynamics AX versions. Just take a look yourself
