Enhance The Dynamic 365 Business Central Purchasing Process With ProcureDesk

You get a simplified procure-to-pay process that works with Business Central.

Spend Less Time Creating Purchase Order Requests And Matching Invoices With Purchase Orders.

How Much Is A Manual Process Costing You?

A purchase order costs anywhere between $60 and $500 based on the complexity of your business. For every PO you are losing at least $60!

How It Works

Connect ProcureDesk With Dynamic 365 Business Central

Connect ProcureDesk to your Dynamic 365 Business Central instance and establish the integration connection. It only takes a few minutes, no complicated integration setup!

Import Master Data

You don’t need to re-create your master data into ProcureDesk. We automatically import the data you need to create the transactions in ProcureDesk. That includes the chart of accounts, suppliers, payment terms, job categories, jobs, and jobs WBS codes.

Create Purchase Requests And Purchase Orders With Ease

With punchout catalogs, your employees can easily choose what they need to purchase without the need to fill in complex forms or navigate through different vendor websites. ProcureDesk supports 100+ vendors that make the purchasing process a breeze.

Automatically Dispatch And Sync The Purchase Orders

No more downloading and emailing the purchase order to the vendor. Once the purchase request is approved, ProcureDesk automatically generates the purchase order and dispatches the order to the vendor based on the vendor’s preferences. ProcureDesk supports different purchase order delivery methods like email, EDI, or cXMl.

Automate The 3-Way/2-Way Match Process

Pay invoices with confidence. We ensure that you don’t pay unapproved invoices. ProcureDesk automatically imports the invoices from your email, extracts the data from the invoice, and then matches the invoice with the purchase order and receipt. ProcureDesk supports both 3-way match and 2-way match for invoice documents. The invoice can be routed for further review and approval. You can use ProcureDesk’s workflow engine to easily customize approvals to meet your purchasing policy requirements.

Sync Invoices With Dynamic 365 Business Central

Don’t worry about re-creating the same invoice in Dynamic 365 Business Central. ProcureDesk takes care of syncing the approved invoice with Dynamic 365 Business Central. ProcureDesk automatically syncs the data after the invoice status changes to ready to pay. No need to press buttons to sync the data!

Pay With Dynamic 365 Business Central Or Other Bill Payment System

No need to change how you pay your vendors. You can use your existing payment methods or external bill payment systems like Bill.com.

Payment Status Updated In ProcureDesk

Once the payment is done in Dynamic 365 Business Central, ProcureDesk syncs back the payment information for the invoice, and the invoice is marked as paid. No more emails for vendor payment inquiries.

If You Would Like To Experience A Struggle Free Purchasing & Invoicing Process, Click Below To Book A Demo

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Common Questions

ProcureDesk streamlines the procurement and accounts payable process within Dynamics 365 Business Central. It simplifies creating purchase orders, automates approvals, and supports email, EDI, and cXML standards for sending purchase orders to vendors. The integration also automates invoice matching with a 3-way matching process, and syncs approved invoices with Dynamics 365 Business Central, eliminating the need for manual data entry.

ProcureDesk offers multiple ways for approving purchase requests, including via email notifications that contain a direct approval link, through a mobile app, or using the web application. This flexibility ensures that approvers can quickly and conveniently approve requests without needing to log into the system.

Yes, ProcureDesk provides order tracking capabilities, allowing for order acknowledgment from vendors and tracking shipping status. Once products are delivered, a goods receipt note can be created using either the mobile app or web application, facilitating better inventory control and ensuring that delivery issues, such as damaged products, are properly recorded.

The integration currently supports cloud-based deployments of Dynamics 365 Business Central.

The timeline for integrating ProcureDesk with Dynamics 365 Business Central can vary based on several factors including the complexity of the existing systems, the scope of data to be migrated, and specific customization requirements. Most customers are live within 2-3 weeks of kicking off the implementation process.