D365 AP Automation Specialist (ExFlow)

Role Objective

To lead the implementation and optimization of ExFlow (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-tune ExFlow 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 u...