A solid foundation
The key to introducing paperless invoicing is PrecisionForms, a document management solution designed for Microsoft Dynamics by Bottomline Technologies. PrecisionForms uses a pre-built connector that converts data from the Microsoft Dynamics database into XML files. These are then rendered into invoices, statements or remittance advice.
Using PrecisionForms, AAT can create or change its financial document templates without technical expertise. The high-quality branded PDFs created by PrecisionForms were initially attached to standard emails and sent from AAT’s email server. Mark Merfield, Working Capital Manager, says there were some time-consuming problems.
“Whilst this functionality worked well, we were getting lots of people saying: "we’ve never received anything". There was no easy way of checking email receipt or failure so we spent additional time sending copy invoices.” says Merfield.
"As customer financial documents are sent out every week, it was a constant problem, we only found out most of the time when the invoices hit 30 days.”
