Solution: Integrating enaio® with Microsoft Dynamics
OPTIMAL SYSTEMS provides dedicated enaio® interfaces for Microsoft Dynamics NAV and Dynamics AX, each of which extends the respective solution with audit-proof archiving of receipts, sophisticated document management, and digital workflows for incoming invoice processes, release procedures, and other jobs. NAV or AX receipts thus become part of a comprehensive and searchable ECM document pool that includes correspondence, Office documents, e-mails, presentations, and much more. For you this translates into faster receipt processing and searches. Moreover, the ability of your employees to provide information increases substantially.
- Add audit-proof, GoBD-compliant document archiving functions to Microsoft Dynamics AX and NAV
- Paperless archiving of all incoming and outbound documents
- Save time when processing receipts
- Improved information and research capabilities
- Mapping of workflows
enaio® Integrates MS Dynamics AX
and other information sources in a central repository
Digital records & folders
enaio® consistently bundles documents, data, and processes in a single e-record.
Audit-proof archiving
enaio® archives your documents and data. For simple handling across the company.
Certified interfaces
enaio® offers tested interfaces for many popular ERP solutions.
Microsoft Dynamics AX
The enaio® dynamics ax interface integrates Microsoft Dynamics AX with enaio®, adding audit-proof receipt archiving functionalities to AX. Furthermore, this integration means that you can use enaio® workflows to implement incoming invoice or release processes, among many other applications. AX receipts thus become part of the comprehensive, enaio® document pool that can be searched across the entire company.
- Add audit-proof, GoBD-compliant document archiving to Microsoft Dynamics AX
- Paperless archiving of all incoming and outbound documents
- Save time when processing receipts
- Shared use of receipts, business-relevant documents, and AX documents even without ERP access
- Improved information and research capabilities
- Mapping of workflows and compliance with company guidelines
Microsoft Dynamics NAV
enaio® seamlessly integrates with Microsoft Dynamics NAV, thus adding useful functions to the ERP system such as audit-proof receipt archiving. You can also use digital workflows for customers, vendors, and receipts to implement functions, including incoming invoice processing or release processes.
- Automatically scan a large number of documents (capture component).
- Automatically classify documents, and automatically extract and check the plausibility of their contents.
- Systematically record business processes and transactions (Records Management).
- Make documents available independently of applications (Rendition Management).
- Seamless integration with Microsoft Dynamics NAV
- Fully configured record templates
- Preconfigured master data synchronization
- Generation and transfer of outbound NAV documents from NAV to enaio®
- Links data with NAV posting
Integration with Microsoft Dynamics NAV
All information and functions are clearly displayed. A preview window gives direct insight into the linked documents.
Receipts become part of a comprehensive and searchable enaio® document inventory that can include correspondence, Office documents, e-mails, mind maps, presentations, photos, and drawings. The information can be collated in electronic records easily and conveniently thanks to preconfigured record templates provided by enaio®.
- Extended NAV functionality enables users to access enaio® receipts directly from NAV
- Scan incoming documents in enaio® and allocate them to NAV postings.
- Automatically assign NAV postings to receipts (e.g., via barcode)
- Automation of receipt workflows such as release, notification, distribution
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