Compliance Built for Financial Control Environments
Ledger to Invoice Alignment
Customer balances, receivable activity, and related financial information can contribute to invoice preparation for applicable business transactions.
Automated Compliance Enforcement
Relevant general ledger information can provide supporting context around transactions as invoice records are prepared and reviewed.
End-to-End Financial Visibility
Customer and account information can accompany relevant financial transactions, supporting identifiable and organized invoice records.
Structured Financial Data Conversion
Applicable tax information can be incorporated into the invoice workflow based on the transaction and available Finance records.
High-Volume Financial Processing
Relevant invoice numbers, transaction references, and supporting information can remain associated with the underlying financial activity.
Audit-Ready Financial
Records
Accounting and transaction details can provide supporting information for accurate invoice preparation across relevant business activities.
Inside the Financial Transaction-to-Invoice Process
- A Financial Event Is Recorded: Sales, receivables, services, or another applicable business activity creates a transaction within Dynamics 365 Finance.
- The Accounting Record Provides the Source: Relevant customer, financial, tax, document, and transaction information is identified for invoice preparation.
- Invoice Information Is Assembled: Selected details are organized into an electronic invoice record appropriate for the Philippines process.
- Financial Information Undergoes Review: Applicable fields and transaction details are checked before the record advances.
- The Invoice Enters the Connected Process: Prepared information moves through the Philippines electronic invoicing workflow supporting applicable BIR requirements.
- The Accounting Trail Remains Available: The invoice can be referenced against the Finance transaction and related financial records.
Turning Finance Records Into a Connected e-Invoice Workflow
Microsoft Dynamics 365 Finance provides a centralized environment for accounting and financial management. Advintek extends relevant Finance records into Philippines electronic invoicing, helping organizations connect financial transactions with the invoice documentation required by applicable BIR processes.
- Sales, purchasing, finance, inventory, or activity generates information.
- Relevant customer, supplier, financial, tax, and transaction are identified.
- Advintek organizes information into the invoice workflow.
- The resulting record proceeds through Philippines BIR process.
What Finance Teams Can Do With a Connected Workflow
- Keep Invoice Data Financially Grounded — Electronic invoice information can remain connected to the accounting transaction that provides its underlying financial context.
- Strengthen Receivables Coordination — Customer and receivable information can move into invoice preparation without separating the document from its financial source.
- Improve Transaction Traceability — Teams can use Finance records to understand where an invoice originated when reviewing financial activity.
- Maintain Tax Information Context — Relevant tax details can remain part of the transaction information used during invoice preparation.
- Support Cross-Functional Review — Accounting, tax, finance, and operational teams can work from connected transaction information.
- Create a Consistent Financial Process — Recurring transactions can follow a structured route from Finance records toward electronic invoice processing.
Complete Control Over Philippines E-Invoicing Workflows in One Platform
Error Detection and Resolution Support
Maps relevant customer and receivable information to the fields required during electronic invoice preparation.
Dashboard and Reporting
Reviews applicable financial and transaction information before the invoice proceeds through the connected workflow.
Dedicated e-Invoicing Support
Keeps relevant tax and transaction details aligned with the invoice information prepared from Finance records.
Aligning Financial Management With Philippines e-Invoicing
Financial transactions often contain the accounting, customer, tax, and document information needed to create an invoice. Advintek connects relevant Dynamics 365 Finance records with Philippines electronic invoicing, helping organizations maintain financial context while supporting applicable BIR requirements.
- Connects financial records with electronic invoices
- Keeps customer and tax information associated
- Supports organized invoice preparation
- Maintains a structured BIR workflow
Extend Financial Management Into Compliance
Connect relevant Finance customer, receivable, accounting, tax, and transaction information with an electronic invoicing process designed around applicable Philippines BIR requirements.
Using another ERP, accounting platform, CRM, or business application alongside Dynamics 365 Finance? Advintek supports flexible Philippines e-invoicing integrations across connected financial environments.
Ready e-Invoice System
Frequently Asked Questions Microsoft Dynamics e-Invoicing Philippines
Which Dynamics 365 Finance records can support e-invoicing?
Depending on the configured workflow, customer, receivable, accounting, tax, document, and transaction information can contribute to electronic invoice preparation.
Can receivables information be connected with invoice processing?
Yes. Relevant customer and receivable information can provide the financial and commercial context required for preparing applicable invoice records.
Can tax information from Finance be included?
Relevant tax and transaction information can be incorporated into the connected electronic invoicing workflow based on the configured process.
Will invoice information remain connected to financial transactions?
Yes. Relevant invoice records can remain associated with their originating Finance transactions, supporting financial review and reference.
How does Advintek support BIR requirements?
Advintek connects relevant Dynamics 365 Finance information with an electronic invoicing workflow designed around applicable Philippines BIR requirements.
