Work with accounts payable in Dynamics 365 Finance

In this module, you learn how to:

• Configure accounts payable components.
• Create and maintain a vendor.
• Configure vendor payments.
• Set up vendor posting profiles.
• Configure accounts payable charges.

This module explains how to:

• Use invoice types in Accounts payable.
• Record vendor invoices.
• Process purchase orders and purchase order invoices.
• Use periodically recurring invoices.
• Record an invoice.
• Record a vendor invoice that isn't associated with a purchase order.

This module explains how to:

• Work with incoming invoice payments.
• Process accounts payable credit memos.
• Modify due dates and discount dates.
• Work with cash discounts from vendors.
• Create vendor payments.
• Reverse vendor payments.
• Manage prepayments and prepayment invoices.

This module explains the following concepts:

• Accounts payable invoice matching
• Invoice totals matching
• Two-way price totals matching
• Two-way net unit price matching
• Three-way matching
• Charges matching

In this module you learn how to:

• Settle transactions and undo settlements.
• Distribute funds by using accounting distributions.
• Configure invoice validation policies.

In this module, you will:

• Set up optical character recognition (OCR) in Dynamics 365 Finance.
• Manage parameters that are specific to OCR in Accounts payable.
• Manage Workflow editor to allow invoice automation processes.