Streamline Approvals with Dimension-Based Routing in SimplyAP

Tiffany Allen Tiffany Allen | Published on June 27, 2024

Dimension Coding and Prioritized Approval Workflows

We are excited to announce a significant enhancement to SimplyAP, our cloud-native accounts payable automation solution built specifically for Microsoft Dynamics 365 Business Central. Introducing Dimension-Based Routing, a feature designed to enhance your invoice approval workflows, making them more efficient and tailored to your business needs.

What is Dimension-Based Routing?

Dimensions in Dynamics 365 Business Central are values that categorize entries like purchase orders, invoices, and projects, enabling effective tracking and analysis. These dimensions can include entities, departments, cost centers, projects, and more. With the new Dimension-Based Routing feature, SimplyAP leverages these dimensions to automate the routing of invoices, ensuring they may be approved quickly and accurately by the appropriate resource(s) for that dimension.

How Does It Work?

Automated Workflow Routing: SimplyAP can now route invoices automatically based on their associated dimensions. For example, if an invoice is associated with a particular department, SimplyAP will use this information to route the invoice to the appropriate approver for that dimension/department without any manual intervention.

Customizable Routing Rules: You can configure routing rules for any dimension defined in Business Central. Whether you need to route by department, project, or any other dimension, SimplyAP’s flexible configuration options allow you to tailor the approval workflow(s) to fit your specific business requirements across multiple dimensions and their specific values.

Benefits of Dimension-Based Routing

  1. Increased Efficiency: By automating the routing process based on dimensions, you eliminate the need for manual intervention, significantly speeding up the approval process.
  2. Improved Accuracy: Automated routing reduces the risk of errors that can occur with manual handling, ensuring that documents are always sent to the correct approver.
  3. Enhanced Customization: With the ability to set custom routing rules based on any dimension, you can create workflows that perfectly match your organizational structure and approval processes.

Why Choose SimplyAP for Dynamics 365 Business Central?

As a leading AP automation solution designed specifically for Dynamics 365 Business Central, SimplyAP is committed to continuously evolving to meet the changing demands of modern finance teams. Here’s why SimplyAP stands out:

Integrated, AI-Powered Automation

SimplyAP utilizes AI-powered data extraction to capture invoice details and automatically matches vendor, company and purchase order information with extreme accuracy. SimplyAP further reduces the need for manual entry by pre-coding the GL and Dimension details based on machine learning from prior coding. Upon approval purchase invoices are created real-time within Business Central, ensuring a streamlined AP process from start to finish.

Rapid Time to Solution

Start processing invoices within just two hours. SimplyAP’s easy product setup and seamless integration with Business Central, supported by in-product chat, help guides and video tutorials, ensure you can hit the ground running. Our customers often experience a fast time to solution, eliminating project delays and reducing training requirements.

Simple and Transparent Pricing

With pricing as low as $0.48 per invoice and a 14-day free trial with no commitment or credit card required, SimplyAP offers a cost-effective solution for businesses of all sizes.

Certified and Trusted

SimplyAP is certified and available in the Microsoft AppSource, ensuring you get a reliable, secure solution that meets Microsoft’s stringent standards.

Unlock New Levels of Efficiency with SimplyAP

The addition of Dimension-Based Routing is just the latest example of how SimplyAP continues to innovate and adapt to the needs of modern finance teams. By automating tedious tasks and providing powerful tools for managing invoices, SimplyAP empowers your team to focus on more strategic activities.

Key Features of SimplyAP for Dynamics 365 Business Central

  • Automated Workflow Management: Handles invoices based on type, vendor, dimension, status, and approval limits.
  • Comprehensive Document Access: Access invoices, workflow history, comments, and audit trails within Business Central.

Are you ready to transform your invoice management process? Experience the future of invoice automation with SimplyAP. Get started today and see how our innovative solutions can save you time, reduce errors, and improve your financial operations.

Try SimplyAP for Free

Get a taste of the efficiency and accuracy SimplyAP offers with our 14-day free trial. No commitment, no credit card required.

Join the Evolution

Stay ahead of the curve with SimplyAP, the AP automation solution that evolves with your business needs. Embrace the future of finance automation with SimplyAP for Dynamics 365 Business Central.

By focusing on the new Dimension-Based Routing feature and highlighting the continuous innovation of SimplyAP, this blog post not only informs readers about the latest release but also positions SimplyAP as a dynamic and evolving solution for modern finance teams. With strategic keyword integration, the post is optimized for search engines, increasing its visibility to potential users searching for AP automation solutions. Schedule your personalized demo here!

Tiffany Allen

Tiffany Allen

As a Channel Program Director at Paymerang, Tiffany is focused on the management and execution of partner programs. With more than 15 years in the Microsoft Dynamics scope, Tiffany channels her extensive marketing experience to generate new partnerships for Paymerang.