D365 AP Automation Specialist (ExFlow)

Role Objective To lead the implementation and optimization ofExFlow (SignUp Software)within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice process.Key Responsibilities Solution Design:Lead design workshops to map "as-is" manual AP processes to "to-be" automated ExFlow workflows. OCR & Data Capture Configuration:Setup and fine-tuneExFlow Data Capture (EDC)or integrated OCR services to maximize field recognition accuracy (Header and Line level). 3-Way Matching Logic:Configure complex matching rules between Vendor Invoices, Purchase Orders (PO), and Product Receipts, specifically handling price and quantity tolerances common in manufacturing. Workflow Engineering:Design and implement multi-level approval hierarchies usingExFlow’s Position-BasedorDimension-Basedrouting. Exception Handling:Create standard operating procedures (SOPs) for managing variances, "Unmatched" invoices, and vendor communication within the ExFlow portal. Analytics & Reporting:Deploy and customizePower BI dashboardsfor AP performance tracking (e.g., "Time to Approve," "Touchless Ratio," and "Early Payment Discount" realization).Required Technical Skills ExFlow Expertise:Minimum 3 years of hands-on experience withExFlow AP(v10.x and above) and theExFlow Connectorfor D365. Functional D365 Finance:Strong knowledge of theAccounts PayableandGeneral Ledgermodules in Dynamics 365 F&SCM. Integration Knowledge:Experience withAzure Logic AppsorPower Automatefor extending ExFlow notifications or external data flows. Data Migration:Proficiency with theData Management Framework (DIXF)for importing vendor master data and open AP balances.Strategic Competencies for Manufacturing Landed Cost Management:Ability to configure ExFlow to correctly handle miscellaneous charges (freight, duty) that affect inventory valuation. Inter-Company Automation:Experience setting up automated invoice posting across multiple legal entities (common in global manufacturing groups). Audit & Compliance:Deep understanding of internal controls, Segregation of Duties (SoD), and VAT/GST tax compliance requirements within the AP cycle.

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