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 using ExFlows Position-Based or Dimension-Based routing.
• Exception Handling: Create standard operating procedures (SOPs) for managing variances, "Unmatched" invoices, and vendor communication within the ExFlow portal.
• Analytics & Reporting: Deploy and customize Power BI dashboards for 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 with ExFlow AP (v10.x and above) and the ExFlow Connector for D365.
• Functional D365 Finance: Strong knowledge of the Accounts Payable and General Ledger modules in Dynamics 365 F&SCM.
• Integration Knowledge: Experience with Azure Logic Apps or Power Automate for extending ExFlow notifications or external data flows.
• Data Migration: Proficiency with the Data 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.