Expense Journal Creation Microsoft Dynamics 365
The Challenge.
The Finance team receive over 75 spreadsheets a week documenting volunteer expenses in their team email box.
Each spreadsheet needs to have data extracted and transposed to a journal (Excel spreadsheet) and had to be imported into Dynamics 365.
This is a very time-consuming process.
The Solution.
A Digital Worker was created that monitors an Outlook mailbox, processing emails with a particular subject line.
The spreadsheets are downloaded from the email and transaction lines are entered onto a Journal template.
The template is then sent to the Finance team to be processed.
Files are also uploaded to Content Server for audit purposes.
The Results.
325 submissions per month processed
80 Processing hours per month
Over 100% ROI over 3 years
