#Automating invoicing how to
#Automating invoicing manual
#Automating invoicing code
#Automating invoicing series

Label/Name Your Flow and its Steps: much like coders leave comments in their code, makers should make a point to label their flows and the steps accurately (figure 3).

You can use Visio to sketch your process (and even create a flow from your Visio diagram!). With this outline, the maker understands that the flow will require the forms processing capabilities of AI Builder, an approvals process, and the new UI flows which enables robotic process automation to complete updating the non-api based invoicing application. For example, with the invoicing process, we know that the steps almost always follow the process outlined in figure 2.

Have an outline for steps of the process: regardless of the process you are automating, having an outline of the process flow steps will make it simpler to design your flow.

Always make sure that IT is part of the development process to provide insight and guidance when needed.

Ensure that your IT Has Visibility: while Power Automate and the Power Platform are designed to encourage and support end users to create their own solutions, it is still important to make sure IT has visibility into the work that is being done. IT can especially help a departmental service scale and become enterprise wide and ensure that the project meets the overall governance requirements of the organization.

Microsoft Power Automate learning modules webpage This will make the process of building flows much easier and effective. We recommend that any Power Automate user puts some effort to train themselves on the basics. A single end-user learned the basics of Power Automate from our online training modules (figure 1) and was able to create a sophisticated automation to handle payment of Microsoft’s off-cycle paychecks across the globe. A great example of what end users can accomplish with Power Automate was typified in our recent story of how Microsoft enhanced its payroll process enterprise-wide. However, the benefit from a low-code service like Power Automate is the incredible potential that can be achieved with some practice. Low-code, no-code services do not mean ‘no practice required’ services. If you are an end user, we recommend you still put some time into understanding how Power Automate can be best utilized.

Some Training Pays Dividends: Power Automate is built to serve professionals of all skill levels, from end users to more technically experienced developers.

Let’s now dig into a few recommended best practices to help you to get started.

#Automating invoicing how to

This means whether you are an experienced developer or someone with no coding experience you can quickly learn how to build custom automations around your data and business processes.

#Automating invoicing code

Power Platform is emerging as one of the most powerful and prolific platforms in the industry today for automation, due to it’s low to zero code foundation. If this all sounds sophisticated to you, don’t worry, as Ashvini demonstrates, this is within your reach.

Importantly he shows you how you can build your confidence in building these types of automated Flows by testing along the way, with all steps completed within minutes.

#Automating invoicing manual

Finally, he ends by showing you how to use UI Flows for Robotic Process Automation to minimize manual data entry into your legacy apps. He then goes on to train AI Builder to extract relevant fields from incoming invoices to augment the detail in approval requests by infusing “Dynamic content” within process steps. Teams is one of the hundreds of built in connectors that enable easy automation across the most common enterprise apps, as you build out your process steps. How to create an Automated Invoicing Process with Power Automate Automating your invoice approval processĪshvini’s demonstration, starts with a standard invoice and illustrates how to route approval requests from group email to stakeholders in Microsoft Teams using Power Automate.

#Automating invoicing series

Today, engineering lead Ashvini Sharma shares the steps for creating an automated invoicing process leveraging AI Builder and the newly launched UI flows in an easy to follow instructional demo (video 1) as part of our new Power Platform series on Microsoft Mechanics. With the release of UI flows, Power Automate offers the ability to automate the invoicing process, enabling your organization to realize the benefits from automation. Last month we discussed how automating invoicing can significantly improve your organization’s efficiency by reducing potential invoicing errors and reducing time spent on a repetitive and mundane process.