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[Tom Hilton]

We went live with NAV 2013 R2 in September 2015.  Currently looking into Accounts Payable automation (example: scan utility bills for easy posting into NAV).   An example vendor would be Lexmark.  Can anyone share success, failure, recommendations?   The main problem to be solved = high volume of invoices from the same vendors.   I would expect a scan program to “learn” the layout of each type of invoice and post the necessary data to NAV.  

Thanks

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Tom Hilton
Tosh Farms
Henry TN
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[Erica Goetz]

Are you looking for a solution that would capture your invoices, index them automatically, allow for approval processing (if any) and then submission of invoices to NAV? There are several organizations that certainly provide AP Automation.

I’m with MetaFile Information Systems, as a Microsoft Gold Partner, we integrate and support the suite of Dynamics ERP systems. Our solution incorporates automatic indexing of invoices via OCR and PDF engines, then through AP workflow users are able to review, code, reconcile, route for approvals, etc documentation which is then exported via intermediate tables to create purchase invoices within NAV. Currently I’m working on two NAV implementations.

I can’t speak to the details of our competitors, I do know that there are several that also focus on the Dynamics systems and provide similar services. I would suspect many of them attend your users group conventions. Last year I attended the SLUG convention.

If you’d like more information, please let me know. Otherwise, I do wish you the best of luck and I am also interested in seeing others response for their experiences with AP Solutions.

Warm regards,

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Erica Goetz
Solutions Engineer
Metafile
Rochester MN
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[David Machanick]

A few years ago, I automated a customer on NAV 2013 with Document Capture. They are still using it successfully today.
Continia | Document Capture

Continia		remove preview
Continia | Document Capture The best and most comprehensive solution for the scanning of invoices and other documents. As the only solution on the market, we offer automatic registration of documents, OCR data extraction, an advanced approval flow, and a full-text searchable digital archive. Everything is processed directly in Microsoft Dynamics NAV. View this on Continia >

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David Machanick
Sikich LLP
Garland TX
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[Paul Turner]

Another option we’re not using but that looks very good: Esker.  I saw their demo specifically on this AP solution and if you are scanning a high volume of invoices from the same or a few vendors, I think their solution is perfect.  You can teach it to learn each vendor’s invoice data, and the more invoices you get the better.  Once satisfied with how it recognizes all the data for a vendor you can switch it to fully automated.  I highly recommend checking this out.

Accounts Payable (AP) Automation Software – Esker

Esker		remove preview
Accounts Payable (AP) Automation Software – Esker Accounts Payable (AP) automation solution from Esker optimizes invoice processing by providing an ERP-independent workflow and eliminating human intervention View this on Esker >

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Paul Turner
Liberty Mountain
Sandy UT
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[Joe Shields]

I also have seen companies successfully using Continia. Once it was setup it was very easy for the users to manage.

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Joe Shields
Advanced Media Technologies
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[Ben Baxter]

NAV 2016 and NAV 2017 both have built in Lexmark integration.  You still have to pay for the Lexmark service for it to work, but no integration work needed in those versions.  Since you are on an older version of NAV, you would have the comfort of an upgrade path, as long as Microsoft keeps the Lexmark product in the database.

From what I learned at the NAVUG and Partner conferences, their solution learns as you enter more invoices from the Vendor.  It is also cloud based, meaning it is learning from other people using the same Vendors.

Good luck in your search.

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Ben Baxter
Consultant
Accent Software, Inc.
Carmel IN
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[Bob Monio]

Ben is correct.  Microsoft’s choice for Invoice extraction is the Invoice Capture Solution from Kofax (formerly Lexmark Enterprise Software).  The system is a multi-tenant, Azure-based solution, that combines machine learning with knowledge from over 15,000 customers’ invoice types to provide the most robust solution for processing supplier invoices.  

Microsoft built the integration from NAV/D365 to ICS – and continues to enhance the capabilities of the “out-of-the-box” NAV/D365 solution such that it addresses an organization’s complete Accounts Payable needs.  Compared to other solutions that require significant and very costly integration, hardware/software, and other components, the solution from Microsoft does it far more cheaply and effectively.  

We’ll be happy to provide you with any answers that you may need – simply contact ICS_sales@lexmark.com or check out our resource page at http://discover.lexmark.com/ICSHome .

Thanks!

 -Bob

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Bob Monio
Director, Global Alliances
Kofax
Lakeville MN
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